Jinette engages with clients to develop a personalized plan that is tailored to their family and goals. Drawing on her CPA experience, she integrates tax strategies to create efficiencies in clients’ portfolios, charitable giving, and legacy planning. Since joining Equity Concepts in 2014, Jinette has been influential in spearheading tax-efficient investment vehicles; most recently serving as the Director of Tax Strategies and CFO of the firm.
Jinette received her Bachelor of Science degree in accounting from the State University of New York Polytechnic Institute, holds the following Financial Industry Regulatory Authority (FINRA) licenses: Series 6, 7, 63 and 65, and is licensed in eight states.
Jinette and her husband, Jason, live in Henrico, Virginia and they enjoy traveling and spending time with their daughter, Kouryn, and grandson, Ricky.