859-655-5225

Jennifer Huber

Client Operations Associate

Lifelong Relationships

859-655-3860
Jennifer Huber

Get To Know Jennifer

Jennifer is always there to take on a project when we need her. She brings to Legacy a wealth of knowledge from working previously as a CPA.

Personal Finance Experience & Education

Jennifer is a graduate of the University of Cincinnati where she majored in accounting. After graduating she worked for KPMG for 5 years during which time she acquired her CPA* license. As Legacy’s 401k Administrator and Tax Services Specialist, Jennifer is available from September until May to serve proactively as a liaison between our clients and their tax advisors as well as helping administer the 401k plans. During her off time Jennifer enjoys outdoor activities, traveling and spending time with her family. She resides in Mason, OH with her husband Matt and 4 children, Josh, Nikki, Ashley, and Ally.

Recognized By

  • Certified Financial
    Planner

  • Chartered Life
    Underwriters

  • Certified Public
    Accountant

  • Financial Planning
    Association

  • International Association of
    Registered Financial Consultants