YOUR TEAM

Jennifer Schmitt, CFP®, CPA

Financial Planner
Email: jschmitt@legacyconsultinggroup.com
Phone: (972) 599-4750

Jennifer has over 30 years of Accounting and Financial Services experience.  She has spent the last 22 of those years heavily involved with the clients of LCG by advising them on a spectrum of issues encompassing taxation, estate planning, and personal financial goals and strategies. Her wide range of accounting experience enables her to provide relevant and timely advice for our clients’ accounting and tax needs. Her experience in financial services improves our clients’ futures by giving them a profound understanding of how the decisions they make today impact the value of their investments for tomorrow. Jennifer sees each client for the exceptional individual they are and considers their unique objectives to assist them in developing strategic investment plans that reflect their goals.

Jennifer graduated with a Bachelor of Science degree in Accounting from Oklahoma State University. She is a CERTIFIED FINANCIAL PLANNER® and a Certified Public Accountant. Jennifer finds great delight in spending time with friends and family and her insatiable thirst for knowledge pushes her to learn something new each day.