jami barkley

tax advisor preparer planner @JLG Finance

Business Owner🏦 FinanceFinancial PlannerTax ProfessionalTax Advisor

As the Owner Virtual Planner at JLG Finance, I provide year-round tax preparation and planning services to fee-only CFPs and their clients. I have 14 years of tax preparation and projection experience, and 7 years of paraplanning experience, using tools such as Drake, Holistiplan, and Right Capital. I am also an Enrolled Agent (EA) and a Chartered Financial Consultant (ChFC), which demonstrates my expertise and commitment to the field. My mission is to help CFPs deliver high-quality and comprehensive planning solutions to their clients, while saving them time and resources. I am passionate about tax and financial planning, and I am currently pursuing the CFP designation, which I expect to obtain by 2025.

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