Jennifer is a principal with Baker Tilly’s private wealth practice. She has more than 20 years of experience working with high-net-worth clients. Jennifer specializes in helping individuals and business owners maximize the benefits of estate, gift and trust laws.
- Planning next-level estate, gift and tax planning services
- Assists high-net-worth individuals and executives with income, estate, gift and generation-skipping transfer tax matters as well as financial planning needs
- Provides estate, gift and trust services including trust planning and administration, lifetime transfer planning and wealth transfer tax analysis
- Assists with estate, gift and income tax audits
- Michigan State Bar
- North Carolina State Bar
- Scottsdale Estate Planners
- Valley Estate Planners
- Notre Dame Preparatory High School Forever Saints Alumni Association Board
- Notre Dame Preparatory High School Auction Fashion Show Committee
- Notre Dame Preparatory High School Culinary Fest Committee
- Notre Dame Preparatory High School Mother’s Guild
Location
Tempe, AZ
Education
Master of Laws in Taxation
Wayne State University (Detroit, Michigan)
Juris Doctor
Cumberland School of Law (Birmingham, AL)
Bachelor of Arts in French (cum laude)
Vanderbilt University