No two clients are the same. Each one presents an opportunity to develop strategies unique to their situation, which makes every day different. The relationships, the variety, and the challenge are what makes this work worth doing.
Jean joined Baker Newman Noyes in 2001. A Principal in the firm’s Tax Practice, she leads BNN’s Gifts, Estates & Trusts Group, a team of professional advisors who specializing in clients’ trust and estate matters and gifting strategies. With more than 24 years of experience, Jean specializes in tax planning and strategy for individuals, trusts, and estates, as well as gift and estate tax compliance.
Jean and her team work in concert with BNN’s Private Client Services practice to offer comprehensive personal tax planning to high-net-worth individuals and families, including charitable giving, education funding, and retirement planning.
In addition to serving clients, Jean leads the firm as a member-at-large on the Board of Directors. As a board member, Jean co-develops and executes on BNN’s long-term strategy and vision. She also champions BNN’s Women’s Committee, providing a board voice for the group’s mission to empower and inspire women through mentorship, relationship building, and educational gatherings.
Jean earned a bachelor’s degree from Tufts University, and a J.D., cum laude, from the University of Maine School of Law.
Three Things You Don’t Know About Me:
- I love spending time outdoors, in particular kayaking, snowshoeing, and hiking.
- I hiked Bryce and Zion, including Angel’s Landing, in 2015.
- I love traveling to new places to learn about art, music, history, and experience different cultures.