Ms Jones leads the firm’s Estate and Trust Planning practice. Her areas of practice include Individual and Business Tax Consulting.
Ms Jones joined Kerkering Barberio in 1997. She has 20 year’s experience in the banking industry in senior management.
CERTIFIED FINANCIAL PLANNER™ professional
- Hartwick College
B.A. in Economics
- University of Hartford
M.S. in Professional Accounting
Licenses / Certifications
- Florida Certified Public Accountant
- Certified Financial Planner
- American Institute of Certified Public Accountants (AICPA)
- Designing Women Boutique
- Easter Seals Southwest Florida
- Florida Institute of Certified Public Accountants (FICPA)
- Lakewood Ranch Business Alliance
- Rotary Club of Lakewood Ranch
- Rotary Gift of Life of Florida, Inc.
- Southwest Florida Estate Planning Council