Jennifer has in excess of 30 years of progressive experience in the field of accounting. During that time, she spent over 20 years working for two Big 4 public accounting firms. During her tenure with both KPMG and Ernst & Young (EY), Jennifer provided services to both individuals and businesses.
Jennifer has extensive experience working with high-wealth individuals. She takes pride in constantly looking for fresh planning ideas and her ability to work well with complex structures. During her final 10 years while at EY, Jennifer was responsible for managing the entire individual and estate/trust practice in the Phoenix office. She has extensive experience with both trusts and estates of all types.
In addition to her significant experience working with individuals, trusts and estates, Jennifer was also the lead tax senior manager on complex corporations and partnerships including those with multi-state activities and filing obligations. She has years of experience working with multi-state companies to ensure they properly comply with the voluminous filing complexities that come with operating in multiple jurisdictions.