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Jennifer Huber

Client Operations Associate

Lifelong Relationships

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

Coming from a large family, Jennifer has always worked well with others. It’s part of what makes her such a valuable member of the team at Legacy Financial. Her work ethic is an amalgamation of her second-nature competitive side from years of sports and a willingness to do whatever is needed at the time in the most efficient way possible; she is a true team player.

Jen is a graduate of the University of Cincinnati, where she majored in accounting. After graduating, she went on to work for KPMG for five years. During that time, she acquired her CPA license. As Legacy’s Compliance Administrator and Project Manager for software systems, Jennifer is available to serve proactively on operations and compliance projects.

Jen’s favorite part about her role is that she gets to work with genuinely great people on a day-to-day basis. Thriving on change, her work never fails to keep her on her toes. She feels that the majority of her work at Legacy Financial is for the betterment and wellbeing of her team. She provides Legacy the opportunity to serve more families by helping systematize their work and make it more efficient. Jen finds joy in streamlining processes so that her co-workers and teammates can be more productive and less overwhelmed.

Jennifer spends her time off with her family and close friends. Together they enjoy a variety of outdoor activities such as traveling, hiking, biking, and boating. Jennifer resides in Mason, Ohio with her husband Matt and their four children.

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Recognized By

  • Certified Financial
    Planner

  • Chartered Life
    Underwriters

  • Certified Public
    Accountant

  • Financial Planning
    Association

  • International Association of
    Registered Financial Consultants