Jean is a Partner in the firm’s Tax Practice and serves as a Technical Leader of our Estate and Trust Team. She has over 22 years of experience in providing personal financial planning and estate planning to high-net-worth individuals and business owners. Prior to joining the firm, she worked at KPMG and was a financial planner to Fortune 500 executives with The Ayco Company.
Jean serves on the Board of the Community Foundation of the Greater Capital Region and is a member of their Professional Advisors Council.
When not working, Jean enjoys reading, traveling, and spending time with her husband and two daughters.