Savant Wealth Management
Jacqueline Keener, CPA, has experience working in various finance and accounting roles. Jacqueline started their career as a Staff Accountant at Baker Tilly Virchow Krause, LLP in September 2014, where they worked until April 2015. Jacqueline then joined Savant Wealth Management in May 2015 as a Business Intelligence Analyst. In this role, they utilized their CPA background to manage and understand performance in portfolios and complex calculations. In January 2021, Jacqueline transitioned to Domani Wealth as a Finance and Systems Manager. Jacqueline was responsible for the day-to-day management of investment software systems and coordinating client billing and critical investment data points. Jacqueline also served as a Senior Finance and Systems Analyst from April 2018 to January 2021 and as a Client Service Associate from May 2015 to April 2018 at Domani Wealth.
Jacqueline Keener, CPA, graduated from Lebanon Valley College with a Bachelor of Science (BS) degree in Accounting in 2013. Jacqueline also obtained a Bachelor of Science (BS) degree in Business Administration from the same institution in 2014. In 2013, Jacqueline participated in a Summer Study Abroad program at Maastricht University. Jacqueline is also a Certified Public Accountant, but there is no additional information available regarding when or where they obtained this certification.
This person is not in any teams
This person is not in any offices
Savant Wealth Management
Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years with more than $11 billion in assets under management and assets under advisement (as of 6/30/2021). As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan andfamily office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.