People make all the difference

The varied expertise of our team goes far beyond investment management to encompass retirement planning, tax and estate planning, risk management, philanthropic planning, education planning, and the full spectrum of financial counseling services. The teams coming together to support our clients include specialists with designations and degrees ranging from CFP®, CFA® and CPA to MBA, JD, LLM and PhD.

But, you’ll benefit from more than our technical know-how. From every team member you work with, you’ll sense a willingness to collaborate and to understand and appreciate your views and preferences…along with a selfless dedication to helping you attain your goals.

"My goal is to make the clients' tax seasons as stress-free as possible."

Jennifer Stevens, MSA

Tax Associate

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Jennifer is a Tax Associate at The Colony Group, responsible for gathering the important information necessary to complete the tax filings for our clients whether they are individuals, companies, or partnerships. As the liaison between our clients and their tax advisor, she works closely with clients to make sure that they are comfortable and informed throughout the process. Her excellent organizational skills, attention to detail and helpful attitude contribute to the efficient operation of the tax department.

Jennifer served as a Tax Associate with Bridgewater Wealth & Financial Management prior to merging with The Colony Group. She also worked as a legal assistant for a law firm in Washington, D.C.

She earned a Master of Science in Accounting and a Bachelor of Science in Economics and a Bachelor of Arts in Criminology from American University. She also studied abroad at Trinity College in Dublin, Ireland.

Jennifer has actually eaten ice cream with both Ben and Jerry of Ben and Jerry’s!