meet the team
You can count on the Fortis Wealth team to keep up with your life every step of the way. Our highly accomplished staff possesses deep expertise across multiple disciplines, including accounting, tax, finance, law, risk management and business succession planning. Our technical expertise, compassion and listening skills allow us to provide a superior partner client experience.
Jennifer Fields, CPA
As Tax Manager, Jen oversees the tax department, providing guidance for all matters including managing the process of tax estimating and return filing. An experienced tax professional, Jen analyzes and researches complex federal and state planning transactions for clients and leads the review of, and response to, tax notices. Jennifer joined the Fortis Wealth team in 2016, complementing our client services team with her more than two decades of experience.
Jen graduated from Villanova University with a Bachelor of Science in Accounting and is a Certified Public Accountant (CPA). She values being active in her field, and holds memberships with the American Institute of CPAs, the New Jersey Society of CPAs and the Pennsylvania Society of CPAs.
Jen strives for a balance that is in direct alignment with her core values — reliability, accountability and integrity. A commitment to deliver on what’s promised enables Jen to be true to herself, her family and her work. Taking pride in what she does means her work is part of who she is, not just a job.
“The Fortis team has a detail oriented, customer-focused approach that leads to happy clients and strong relationships. We work hard and smart while reaching for the same work/life balance that we wish for our clients.”