Jennifer Ziegler takes a bottom-line approach to assisting her tax clients. That focus, along with her emphasis on helping clients grow and diversify their finances, has earned her a well-deserved reputation as a reliable accountant and advisor with exacting standards.

With 30+ years of accounting experience, principally in the area of taxation and specializing in employee benefit plans, Jennifer’s experience as a financial advisor further serves her clients’ financial planning and investing needs.

Whether I’m assisting a business owner in implementing an employee benefit plan, or helping a client secure his personal finances through wise investment choices, my mission is to help my clients achieve financial success.

— Jennifer Ziegler

PROFESSIONAL AND EDUCATIONAL ACCREDITATIONS

• Certified Public Accountant, CPA
• Personal Financial Specialist, PFS
• CERTIFIED FINANCIAL PLANNER™ professional
• Has passed FINRA Series 7 and series 66 exams
• Registered Representative, Avantax Investment Services℠
• B.S., Accounting, Magna Cum Laude, University of Southwestern Louisiana (now University of Louisiana at Lafayette)

CIVIC AND PROFESSIONAL ACTIVITIES

• Member, American Institute of Certified Public Accountants
• Member, Society of Louisiana Certified Public Accountants
• Member, Financial Planning Association
• Former Member, Board of Directors, The Family Tree
• Member, Lafayette Chamber of Commerce
• Member, Saint Patrick Catholic Church
• Former Member, Board of Directors, Lafayette Education Foundation
• Former President, Rotary Club of Lafayette South
• Member, The ESOP Association