Jennifer joined the firm in 2017 with a background in public accounting. She has specialized in tax planning since beginning her career in 2011, guiding clients through audits, running model scenarios for tax planning strategies, and leading group training efforts on the intricacies of high net worth tax planning. Jenn received her Bachelor of Business Administration concentrating in Finance and Accounting from Northeastern University. She also earned her Master’s in Accounting and holds CPA and CFP® Licenses. Residing in Olney, Jennifer enjoys golf and cooking in her spare time.

Previous Experience

  • Tax Manager in the Personal Financial Services Group at Aronson LLC
  • Tax and Financial Planning Associate at Argent Wealth Management
  • Tax Senior Associate in Family Wealth Services at RSM US LLP

Education & Credentials

  • BS, Northeastern University, Business Administration
  • MS, Northeastern University, Accounting
  • Certified Public Accountant
  • Certified Financial Planner

 

 

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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