Barbara Jones, CPA/ CFP

Barbara JonesAs a shareholder, Ms Jones’ areas of practice include individual taxation, financial and estate planning and estate and trust taxation. Her focus includes estate and trust planning and taxation, 529 college savings plans, financial planning, Roth IRA’s and retirement plan distributions.  In addition to her tax practice, she heads the firm’s Estate and Trust Planning segment.

Ms Jones joined Kerkering, Barberio & Co. in 1997 and was admitted as a shareholder in 2003. She has 20 years’ experience in the banking industry as a member of senior management and as a consultant.