CPA/PFS, CFP®, MBA
I believe that everyone should have access to a professional advisor who understands their needs and can help them achieve the lifestyle they desire. As a financial advisor, I am dedicated to learning about your personal goals and using them to build a financial plan tailored to your unique situation.
In 2017, I co-founded New Vision Wealth Management 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 own 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.
My accounting firm, NexJenn CPA, specializes in individual and trust taxation with an emphasis on Real Estate taxation. As a partner in NexJenn Real Estate, a property management firm, I have a special affinity to landlords and real estate investors. .
I am a CPA/PFS and CERTIFIED FINANCIAL PLANNER Professional®, and a member of the National Association of Personal Financial Advisors and the XY Planning Network.
In my spare time, my husband and I volunteer at a homeless shelter. I also love to bike and travel and am an aspiring photographer. I have been married for 29 years and together with my awesome husband, we’ve raised three awesome kids.