Jen joined our team in January 2023, bringing three years of experience in tax preparation, planning and strategy. She is known for her strong attention to detail, clear communication style, and ability to guide clients through complex tax matters with confidence and care.
Her career change into tax preparation and advisory was a natural transition, as over two decades in the mortgage industry built a strong financial foundation to grow from. She is experienced in processing, underwriting, originating, closing, compliance, and worked as a certified title agent. Jen possesses an innate ability to explain complex concepts clearly to a diverse range of clients, allowing her to deliver practical, actionable guidance that helps them achieve their goals.
What does she love most about her job?
“I enjoy collaborating with my coworkers—they are talented, supportive, and truly great people to work alongside. I’m especially energized by solving complex problems and guiding clients toward beneficial, practical solutions. While taxes may be obligatory, helping clients move from reactive compliance to proactive tax strategies is what gives my work real purpose and meaning.”
When Jen’s not at work…
You might find her kickboxing with dramatic enthusiasm, meditating in the park, painting the ocean views she misses or dancing to Latin music with joyful abandon. She is deeply relationship‑driven and finds the greatest joy in connecting with the world and the people around her.
Favorites
Book: Harry Potter series 🧙
Drink: Café con leche
Food: Arroz con gandules y churrasco
Place: Puerto Rico
