Dawn Jinsky
Partner CPA, CFP®, Leader of Estate and Business Transition Planning Affiliation: Wealth Management
We are a huge Michigan State family and love traveling to see our Spartans play in East Lansing and around the country — from South Bend to Madison to State College and especially Pasadena!”
Dawn Jinsky
Partner, CPA, CFP®, Leader of Estate and Business Transition Planning
Experience
As the leader of the firm’s wealth transfer practice, I educate clients in the who, what, when, and where of transferring their assets in the most tax-efficient manner. High-net-worth individuals, families, and business owners come to me for help with meeting their estate planning, philanthropic, and business transition goals.
The details of wealth management can be complex, but I make them simple and easily digestible. My ultimate goal is to help my clients understand theirs — whether they pertain to business transitions, estate tax reduction strategies, or philanthropic endeavors. I want to feel that I’m having a positive impact and helping someone every day. Small wonder that I’m known around the office for mentoring and coaching!
In addition to educating clients and co-workers, I share my knowledge with the community at large. I belong to the AICPA and the MICPA. I’m active in the Financial and Estate Planning Council of Metropolitan Detroit and the Detroit Symphony Orchestra Planned Giving Council. I am involved with the Community Foundation for Southeast Michigan’s Legal Financial Network.
I’m also a frequent speaker about business transitions, estate planning and tax reduction strategies, and family education. Among the organizations where I’ve presented are the Michigan Infrastructure & Transportation Association, the NTEA Executive Leadership Summit, the University of Toledo Center for Family & Privately Held Business, and the Community House of Birmingham Business Symposium.
I work out several times a week, and I’m an avid reader when I get the chance. But I spend most of my free time with my two kids at their many activities. Gymnastics, baseball, football — the list goes on!
I have a B.A. in accounting and an M.B.A from Michigan State University.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
