As a CPA and CERTIFIED FINANCIAL PLANNER Professional®, I believe that everyone should have access to a professional advisor who understands their needs and can help them achieve the lifestyle they desire. I am dedicated to learning about my client’s personal goals and tailoring financial strategies to actualize them. Whether it’s long-term care solutions, Roth conversions, or investment advice, my passion is creating unique retirements plans, in the most tax-efficient way.
NexJenn Financial Services was founded in response to the demand for financial planning from my tax clients. Often squeezed between spending for their kids’ education, caring for an elderly relative, and saving for their retirement, many were anxious about their financial future. I have enjoyed helping my clients find a balance and focus on building a strong financial future. NexJenn Financial Services specializes in retirement income planning. As a Retirement Income Certified Professional®, I have experience in building lasting retirement plans for pre-retirees and retirees. As a founding member of Aging Care Solutions and through my work as a community volunteer educator for the Alzheimer’s Association, I help adult caregivers learn how to manage resources and mitigate risk. I hope that by educating caregivers, I can reduce some of their stress. This work also inspires me to do the best for my clients and their families so that they do not find themselves in times of financial crisis. I am a member of XY Planning Network and the National Association of Personal Financial Advisors.
In my spare time, I also love to golf, bike and travel, and am an aspiring photographer. I have been married for over 30 years and, together with my amazing husband, we’ve raised three awesome kids.
