New to our team in 2023, Jen brings a wealth of knowledge and experience to our client services team. In this role, she serves as the primary point of contact for customers and assists them with their inquiries, collects and sorts their tax workpapers, and delivers advisory services.
A natural problem solver, Jen loves learning about accounting, tax, and business strategy. But, more than anything, Jen will track down answers to any question a client has. Being able to help clients get answers to their questions fires Jen up. In fact, you may just catch her in the middle of a happy dance!
Prior to joining us, Jen worked in the mortgage industry for over 20 years, gaining experience in processing, underwriting, closing, and title. Outside of work, Jen is an avid fiction reader and also enjoys painting with watercolor or acrylics.