Rosewood Family Advisors
JoEllen Turner is an experienced professional who has held various roles in accounting, bookkeeping, and office management. With a strong attention to detail and over 10 years of experience using QuickBooks Pro/Premier Desktop and Online, JoEllen has a proven track record of organizational skills. From managing accounts payable to coordinating international travel arrangements, JoEllen has a diverse skill set that has been honed through years of experience in different industries. JoEllen holds a degree from the University of California, Santa Cruz, further adding to their qualifications.
Rosewood Family Advisors
Rosewood Family Advisors provides a diverse range of family office services including tax compliance, bill pay and expense management, philanthropic advising, and estate planning. Our integrated suite of services is customized to fit the many needs of ultra-affluent individuals and their complex lifestyles. We assist in developing solutions for every phase of our client’s financial matters.