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Jenny Epley

Jenny Epley

Client Service Administrator

I have been in the tax and financial industry since the year 1999. I helped my husband Jim Epley since we met that year. We provide our clients what is needed and wanted when it comes to their financial concerns. My job as the Client Service Administrator is to handle all the logistics of the paperwork as it relates to setting up accounts, including the maintenance as far as address changes, beneficiary changes, bank information changes as well as changes to the monthly contributions or distributions for each account.