Jenny joined Clearstead in 2022. As a planning associate in the Private Client Group, Jenny provides year-around preparation of tax returns, tax projections, net worth statements and cash flow reports. She also provides bill pay and bookkeeping as part of our Family Office Administration service.

Prior to joining Clearstead, Jenny has over 18 years of family office experience and provided direct services to prestigious and high net worth Cleveland families focusing on chartable gifting, bill paying and providing tax services for trusts and individuals. She is a member of the National Association of Tax Professionals.