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Client Services

Jennifer Huber

Client Operations Associate

Jennifer is always there to take on a project when we need her. She brings to Legacy a wealth of knowledge from working previously as a CPA.

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Building Lasting Legacies From The Ground Up

Jen is a graduate of the University of Cincinnati, where she majored in accounting. After graduating, she worked for KPMG for five years, acquiring her CPA license.

As Legacy’s Compliance Administrator and Project Manager for software systems, Jennifer serves proactively on operations, software integration, and compliance projects, bringing efficiency and structure to firm workflows.

Jen thrives on streamlining processes so that her co-workers can be more productive and less overwhelmed, providing Legacy the platform to serve more families seamlessly.

Jennifer resides in Mason, Ohio with her husband Matt and their four children. They enjoy outdoor activities such as hiking, biking, boating, and traveling.

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Ready to Align Your Treasure with Your Heart?

Schedule a conversation with Jennifer Huber or a member of our wealth advisory team today.

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