Ann D. Jevne, CPA, PFS, CFP®, AEP®
Senior Wealth Advisor
Ann joined the firm in 2007. Her expertise is in the areas of portfolio management and financial planning. Ann regularly works with clients to provide them with a comprehensive analysis and evaluation of their financial needs including investments, tax, estate planning, retirement goals, insurance, and cash flows.
Ann is a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER™, a Personal Financial Specialist, and an Accredited Estate Planner®. She has over 35 years of public accounting experience as well as financial planning experience as a partner of the accounting firm, Schwartz & Hofflich LLP, CPA. She has maintained a focus on financial planning and portfolio management for a majority of her career.
Ann graduated with a BS Cum Laude from Sacred Heart University and has a diploma in financial planning from the College of Financial Planning. Ann is a past President of the Connecticut Society of CPA’s, and is a past President of the Estate Planning Council of Lower Fairfield County.