Wheeler Accountants is thrilled to welcome Jeanne Wiener, CPA and Personal Finance Specialist, to the firm. Jeanne and her husband Joel currently live in San Carlos, CA. In June, Jeanne began heading up our new Estate and Trust group.
Jeanne brings extensive experience to Wheeler. She received her B.A. in Economics from Stanford University, and her Masters in Business Administration, Accounting, from the University of Southern California. Most recently, she worked as a Partner at Young, Craig & Co. specializing in Estate, Trust, and Individual tax for high-net-worth clients. Before transitioning to client tax services, she worked for many years as the Chief Financial Officer at Union Offset, Inc.
Jeanne is passionate about assisting clients with estate and trust matters, knowing what a profound difference it can make in people’s lives and financial futures. We look forward to gaining her expertise as we continue to grow as a firm.