Jennifer has been working with individuals and small businesses for her entire career, starting in 1991. Jennifer spent 4 years working as an auditor and tax accountant for a regional CPA firm, and then another 3 years as the Chief Financial Officer for a large nonprofit organization before starting her own CPA firm in 1999 (now Jennifer L Davidson CPA PC) and Milestone Financial Planning, Inc. in 2003.
Jennifer earned her Masters of Science in Financial Planning with High Distinction from Bentley University and the designation of Certified Financial Planner™ practitioner from the Certified Financial Planner Board of Standards, Inc. in 2003. She earned her Bachelor of Business Administration Cum Laude from the University of Massachusetts - Amherst in 1991 and received a certificate of achievement for passing the CPA exam at the first sitting.
Jennifer is a registered advisor with the National Association of Personal Financial Advisors (NAPFA) and a member of the American Institute of Certified Public Accountants and the Financial Planning Association.
Jennifer lives in Bedford, NH and enjoys spending vacation time with her friends and family in Wells, Maine. Jennifer is also very active with her church in Townsend, MA.
We offer ongoing services to clients who are looking for an in-depth relationship with a financial advisor who will have an understanding of their unique circumstances and create a custom solution for their personal financial needs. This solution is not suitable for short term or hourly engagements that cannot take advantage of our style of client service. Our fees are based on assets under management and to be cost effective for both the client and us. We require a minimum level of $500,000 of investable assets.