Jenesa’s approach to client service focuses on building close, trusting relationships and maintaining open, proactive lines of communication. She believes effective family office management is driven by a strong “quarterback” who facilitates collaboration, critical thinking and alignment across all aspects of the organization. Jenesa prioritizes active listening and nurturing a deep understanding of each client’s unique needs and operating environment.
Starting her public accounting career in 2001, Jenesa has significant experience supporting family offices, high-net-worth individuals and closely held businesses. She specializes in full service accounting and treasury management across investment portfolios, real estate holdings and personal financial affairs. Jenesa also has experience with detailed reporting, such as consolidated global cash and asset reporting, calculations of profits interests for family partnerships, budgeting and variance analysis, cash flow forecasting and scenario modeling.
Jenesa resides in Hudson, Ohio, with her daughter and son. In her spare time, she enjoys staying active, traveling, visiting family and taking walks with her dog.