Jessica Lindsey Freiburg

Current Employers

Employment History

• 07/2004 → Present
  Sassetti Llc
  Oak Brook, IL
• 01/2024 → Present
  Avantax Planning Partners, Inc.
  Oak Brook, IL
• 01/2019 → Present
  Illinois Wesleyan University Council For Women
  Bloomington, IL
• 01/2019 → 01/2019
  Illinois Wesleyan University Council For Women
  Bloomington, IL
• 01/2019 → 01/2019
  Illinois Wesleyan University Council For Women
  Bloomington, IL

Other Businesses

1)PARKS FOUNDATION OF OAK PARK POSITION: Treasurer NATURE: The Organization raised significant funds to build a new community recreation center that was completed in 2023. The Organization also raises money to support scholarships and after school programs that are run by the Park District of Oak Park. This is done through fundraising events, sending out mailers, attending village wide events, etc. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 02/07/2022 ADDRESS: 218 Madison Street, Oak Park IL 60302, United States DESCRIPTION: I serve as the treasurer so I prepare an annual budget and oversee the annual audit and tax preparation performed by a third party. I also pay bills throughout the year - usually around 3-5 payments in total and manage the organization's QuickBooks file. As a board member, I help raise funds and awareness for the organization by spreading the word through social media and attending local events. 2)AVANTAX PLANNING PARTNERS, INC. POSITION: Independent Advisor Rep NATURE: APP provides customers with wealth management services, provides smart tax planning strategies, provides retirement planning strategies, offers retirement plan services to businesses and provides customers with life insurance and other products. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/31/2024 ADDRESS: 2107 Swift Drive, Suite 210, Oak Brook IL 60523, United States DESCRIPTION: I refer customers to Avantax Planning Partners to invest in their retirement accounts, investment/brokerage accounts or purchase insurance policies. 3)SASSETTI, LLC POSITION: Managing Partner NATURE: Sassetti provides the following services:- Tax planning and preparation- Audit services- Review and compilation services- Accounting support services- Advisory services INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 110 START DATE: 07/12/2004 ADDRESS: 2107 Swift Drive, Suite 210, Oak Brook IL 60523, United States DESCRIPTION: Manage employees, manage client relationships, provide client service, manage firm operations, etc. 4)ILLINOIS WESLEYAN UNIVERSITY COUNCIL FOR WOMEN POSITION: Volunteer NATURE: Women's organization that supports current female identifying students at Illinois Wesleyan University. It plans a summit each year that brings together female identifying alumni for speaker sessions and fun events. The Organization also provides scholarships to students at IWU. We provide mentoring and interviewing support to students throughout the year. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2019 ADDRESS: 1312 Park St, Bloomington IL 61701, United States DESCRIPTION: I volunteer as a mentor to students and recent graduates. I perform mock interviews with students when on campus. I may coordinate gatherings in the chicago area for fellow female alumni. I donate funds to support scholarships for students.

Designations