Jennifer Kohlbacher, Director

Jennifer Kohlbacher, CPA

Director

Tulsa, OK

Oklahoma City, OK

As a director at Mariner Wealth Advisors, Jennifer provides tax strategy and preparation. She focuses on serving and providing tailored and creative tax services to high-net-worth individuals, their families and closely held entities. She also assists with overseeing family office services for clients.

Jennifer has over 15 years of public accounting experience. Prior to joining Mariner Wealth Advisors, she spent three years working with Mariner Wealth Advisors as a family office finance manager, where she was responsible for the financial oversight of family office clients. Her responsibilities included coordinating payables, payrolls and employee reviews. She assisted foundation directors with private foundation financials, annual compliance with IRS contributions and pledge information. She also prepared annual financial statements for both individuals and businesses. Prior to that, she was a tax manager at Grant Thornton, LLP, where she reviewed corporate, individual, trust, gift, estate, benefit plan, non-profit, expatriate and flow through entity federal and state tax returns. In that role, she also prepared and reviewed FAS 109 calculations, reviewed consulting memorandums, managed a large client base and assisted with staff training and performance reviews. She also has experience as a senior staff member at Gifford Hillegass & Ingwersen, LLP.

Jennifer has a bachelor’s degree in accounting from Reinhardt College and a master’s degree in accounting from Kennesaw State University. She is a Certified Public Accountant and a member of the American Institute of CPAs (AICPA) and the Tulsa Chapter of the Accounting & Financial Women’s Alliance (AFWA).