Ann D. Jevne, CPA/PFS, CFP®

Ann D. Jevne, CPA/PFS, CFP®
20 Ketchum Street
Westport, CT 06880
PHONE: (203) 226-8262
FAX: (203) 227-1320
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Ann D. Jevne joined Schwartz & Hofflich LLP, a mid-sized accounting firm in Norwalk, Connecticut, in 1981.  She was named the firm’s first woman partner in 1989.

She is a founding member and past President of The All-Star Financial Group, LLC. , a national affiliation of CPA financial planners offering services to athletes, performers, creative artists and other celebrities, and related industry executives and professionals.

Ann Jevne is a Certified Public Accountant (CPA), a Personal Financial Specialist (PFS), and a Certified Financial Planner (CFP® ).  She heads the fast-growing financial planning division of Schwartz & Hofflich, LLP.

She resides in Westport, Connecticut. She holds membership in both the American Institute of Certified Public Accountants (AICPA) and the Connecticut Society of Certified Public Accountants (CSCPA).

Ann is a past member of the AICPA Professional Liability Insurance Committee and the AICPA PFP Division’s Member Services Sub-committee. From 1993 to 1995, she served as the Chair of the Personal Financial Planning Committee for the CSCPA. Previously, she co-chaired a conference on Personal Financial Planning (PFP) for the CSCPA.  Currently she is a member of the CSCPA Investment Committee and the Federal Taxation Committee.

She is also a past member of the editorial advisory board of the Journal of Accountancy. In January 1997, she was nominated and accepted by International Who’s Who of Professionals to join other members who have received international recognition for their professional accomplishments.  She was named to Worth Magazine’s list of the Best Financial Advisors for 1998, 1999, 2001 and 2002.

Locally, Mrs. Jevne is past President and current board member of the Estate Planning Council of Lower Fairfield County.  She also serves on the Planned Giving Advisory Committee for the Norwalk Community-Technical College Foundation.  She has served as a panelist on various real estate and mortgage seminars, and is frequently invited by professional groups to speak on a number of financial and estate-planning topics.  Mrs. Jevne has appeared on various programs by Fox News Cablevision featuring live interviews and telephone call-in questions on taxes and other financial issues.  She is also involved with various community and church boards.

She holds a Bachelor of Science degree cum laude from Sacred Heart University in Fairfield, Connecticut, and earned a Certified Financial Planning diploma from the College of Financial Planning in Denver, Colorado.