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

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.

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    Legacy is empowering. Trust is what forms spirited partnerships and compels us to enable people to enjoy what they love and cherish and do what they love.


Recognized By

  • Certified Financial

  • Chartered Life

  • Certified Public

  • Financial Planning

  • International Association of
    Registered Financial Consultants