Welcome, I am glad you’re here

I’m Jen, your financial sounding board and strategist!

Also a Jesus Follower. Boy mom. Mountain Lover.

 

Our Mission:

  • To serve each client with modern financial services in order to help you understand and best assign your finances.

  • To serve and glorify the Lord with all we do (Proverbs 16:3)

We Believe:

Every client deserves to be treated with respect, honesty, and a friendly smile. We believe in educating you on the “how” and “why” behind the processes and information of taxes and accounting. My priority is serving you the best I can. When I don’t have the answer, I will research until I find it!

Our Vision:

We Serve.

You’re Empowered.

EVERYONE Grows.

Meet the Team

  • Shannon

    Communication and Office Manager

  • Jill

    Assistant Bookkeeper

  • Jen

    Founder & Fractional CFO

Jen’s Journey to AFS

My journey to Assigned Financial Solutions has been one that many entrepreneurs can resonate with. I worked in a rather less-than-ideal audit department.  I had a less-than-successful first attempt at building a business. I let fear creep in with a little voice that said you should just keep the 9-5 and settle.

I am so glad I didn’t listen!

Instead, I went one step at a time, graduating from Western Governors University with a Bachelor’s in Accounting and a Project Management Certification from CompTIA. Then I focused on my niche, tax preparation, and bookkeeping for small businesses. I became a Registered Tax preparer and a Certified Proadvisor with QuickBooks. The best part is that I know the journey is just starting.

Like most impactful CEO’s, I am following my passion while raising a family!.

In 2008 my grandfather passed away after a 6 month battle with bone cancer. It shook our family, my grams and I started going to church. Over the next few months, God moved and I professed my belief and trust in The Lord, Jesus. God continues to bring me deeper into a relationship with him and praise HIM both of our boys are believers as well. Their baptisms were one of the most special days in my life.

We can make our plans, but the LORD determines our steps.

At the beginning of 2020,I knew it was time to follow the passion I had deep down and re-enter the world of being an entrepreneur. God was calling me to share my talents and make an impact!

I know the journey is just starting.

Follow our journey.