Jaclyn is a member of RSM’s private client services practice. She has over 23 years of combined public accounting, industry, and family office experience. As a partner, she focuses extensively on income tax compliance, projections and planning for high-net worth individuals, trusts, families, closely held businesses and owners, and private foundations and tax-exempt organizations.
Jaclyn brings exceptional knowledge, experience and focus to meeting the needs of her clients, drawing from a diverse background of experience, including individuals, trusts, private foundations, business taxation, private equity/venture capital and nonprofit organizations. She is a trusted advisor who is committed to providing practical tax planning and compliance solutions for her clients and working in concert with her clients and their team of professional advisors to help them develop strategic financial plans and achieve their goals.