Meet Jennifer
Jennifer is known for her problem-solving mindset and passion for tackling complex challenges. She excels at demystifying tax and succession planning for local businesses, taking the stress off clients so they can focus on what matters most. Jennifer’s approach combines technical expertise with creative thinking, fostering healthy discussion and collaboration to achieve optimal outcomes. She is committed to building trust and delivering tailored, actionable advice as a trusted advisor.
Education & Credentials
- Bachelor of Science in Accounting, Penn State University
- Certified Public Accountant (CPA)
- Accredited in Business Valuation (ABV)
Connections & Impact
- Leadership Lancaster Core Class (2020)
- Financial Executives International Award, LVC
- Simon Lever Community Impact Committee
Service Specialties
- Consulting Services
- Estate
- Mergers & Acquisitions
- Succession Planning
- Tax Consulting
- Tax Planning & Compliance
- Trust & Gift Planning
- Valuation Services
Industry Expertise
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