Experience and Education
Jennifer specializes in trust and estate tax compliance and works closely with the firm’s wealth advisors as well as clients, attorneys and other professionals. She coordinates the trust and estate services for Mariner Wealth Advisors including the review of trust agreements and wills, the preparation of federal and state estate transfer and inheritance tax returns, fiduciary income tax returns, gift tax returns, fiduciary accountings and private foundation business tax returns.
Jennifer has more than 14 years of experience in tax compliance and more than 10 years of experience as a trust and estate tax specialist. Prior to joining Mariner Wealth Advisors, she was with WithumSmith+Brown, P.C.
Jennifer attended Seton Hall University. She is a member of the National Association of Tax Professionals New Jersey chapter. She is a Notary Public.