Owner | CEO | Senior Advisor

Jennifer has been working with individuals and small businesses for her entire career. 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 Climo 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 (AICPA) and the Financial Planning Association (FPA).

Jennifer lives in Bedford, NH with her wife and two children. She enjoys spending time with her family and volunteering at her church.