In her role as Manager, Brittany provides a variety of financial services to JDJ clients, including accounting, investment administration, detailed net worth reporting and analysis of cash flow and expenses, investment account reconciliation, payroll administration, and tax planning coordination. A valued member of the JDJ team, Brittany’s dedication and attention to detail allow her to provide a high level of service to clients and advisors.
Prior to joining JDJ in 2015, Brittany held the position of client services representative at Tonneson & Company, providing accounting and financial services to small businesses and two generations of an ultra-high net worth family. Her responsibilities included bill paying, financial reporting, account reconciliations, document management, payroll administration, and expense reimbursement. In addition, Brittany served as the main point of contact for the family’s brokerage firms and wealth advisors, facilitating investment-related transactions for the family, their foundation, and trusts.
Brittany received a Bachelor’s of Science in Business Administration from the University of Vermont.