Jaclyn has spent her career working for a big 4 accounting firm, specializing in Asset & Wealth Management. Her experience includes the management of tax compliance engagements for a broad range of clients within the investment management industry and providing advice to enhance tax efficiencies for a diverse investor base, including not-for profits.
Jaclyn earned a B.S. in Finance and a MS in Accountancy from Wake Forest University in Winston Salem, NC. She is a CPA licensed to practice in the state of Virginia and is a member of the American Institute of Certified Public Accountants and Virginia Society of Certified Public Accountants.
She lives in Vienna, VA with her husband and two children.