Jenn joined our team in January 2023 and brings three years of experience in tax preparation, tax strategy, and business advisory services. She works closely with clients on compliance and planning, helping them navigate tax decisions with clarity while supporting their broader financial goals across different stages of life and business.
In her role on the tax team, Jenn focuses on tax preparation, tax strategy, business advisory, and client relationship management. Her prior background in restaurant management strengthens her ability to problem‑solve, communicate clearly, and build strong, long‑term client relationships, skills she now applies daily in her tax and advisory work.
What does she love most about her job?
“I love working directly with our clients and building long term relationships with them. My favorite part is helping people through different stages of life. Buying homes, changing jobs, growing families, etc.”
When Jenn’s not at work…
You’ll find her cooking, hiking, traveling, reading, or watching college football (Go Noles!). She loves spending time outdoors with her fiancé, Brandon, and their golden retriever, Arnold.
Favorites
Book: Holes
Drink: Iced latte
Food: Quesadillas
Place: Anywhere by the water! 🌊
