Education

  • Bachelor of science in business administration with an emphasis in accounting from University of California, Berkeley, CA
  • MBA-tax program classes from Golden Gate University, San Francisco, CA

Overview

Jennie has over 25 years of experience with small to mid-size clients in a range of service, real estate and manufacturing businesses.  Building a close partnership with her clients enables her to meet and exceed their planning and compliance needs.  She also has a strong focus in the estate and trust arena, assisting families and their legal advisors in navigating this complex area.

Technical experience: 

  • Private Client
  • Estate, gift and trust
  • Private foundations
  • Closely held flow through entity compliance and owner planning

 

Upcoming speaking engagements

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Resources and event materials

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In the community

  • American Institute of Certified Public Accountants, member
  • California Society of Certified Public Accountants, member
  • Tri-Valley Estate Planning Council, board of directors (2 years)
  • Junior Achievement of Northern California, office coordinator for annual fundraiser