Jo Anna Fellon

Jo Anna, a licensed Certified Public Accountant, has been a trusted partner to dancker for years in her role as Managing Director at CBIZ, Inc. (formerly Marcum LLP), the company's long-time accounting firm. She most recently led CBIZ's National Private Client Services Practice and managed its Morristown, N.J. office. With more than 20 years of experience in finance, leadership, and client service, Jo Anna has an impressive track record—leading CBIZ's National Private Client Services Practice, managing their Morristown office, and strategically advising both privately-held and public companies on tax strategy, philanthropic gifting, and business succussion planning and restructuring for greater efficiencies.