Jennifer Pugh


  • Financial reporting services including audits, reviews, and compilations
  • Agreed upon procedures including internal control assessments
  • Extensive experience servicing nonprofit organizations and privately held for profit organizations
  • Extensive experience servicing senior living entities and continuing care retirement communities
  • Operational consulting services for senior living and healthcare providers
  • Compliance audits of defined contribution employee benefit plans
  • Involved in quality control of legacy WNDE firm


  • Bachelor ofSscience in Accounting from California State University, Fullerton
  • Master’s Business Administration with an Emphasis in Finance from California State University, Fullerton
  • Certified Public Accountant in the State of California

In the community

  • American Institute of Certified Public Accountants (AICPA)
  • California Society of Certified Public Accountants (CalCPA)
  • Greater Irvine Chamber of Commerce
  • LeadingAge California