Skip to Content

Experience

I help real estate and construction companies reduce their tax burden and stay on top of industry regulations, trends, and financial best practices. Many of my clients are general contractors or involved with heavy/highway, specialty trade, and multientity commercial real estate. I’m also deeply involved with our employee benefit plan group as a firmwide technical leader in plan accounting and reporting. I specialize in multiple plan audits with complex benefit structures and hard-to-value investments for defined contribution, defined benefit, 11-K, health and welfare, and leveraged employee stock ownership plans.
View More of Jean's Experience
The most amazing place I’ve traveled is South Africa where I went on several safaris. I was lucky to see some amazing animals including lions, rhinos, giraffes, and elephants.

You might also like…

Business succession in your future? Consider these questions
Katie Redle Wealth Management
Article January 22, 2020 2 min read
Three common mistakes made with buy-sell agreements
Dawn Jinsky Wealth Management
Article January 10, 2020 1 min read
Buy-sell agreements: One way to ensure the successful transition of your business
Dawn Jinsky Wealth Management
Article January 10, 2020 4 min read
Four steps to achieve a sustainable management succession plan
Shane Brown
Article December 4, 2019 5 min read