Jennifer Arps, CFP®

Director,
Tax and Client Advisor

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Biography
Education & Other Highlights
Location(s)

Jennifer Arps is a tax consultant and wealth management financial advisor based in Wayzata, MN.

Jennifer joined our team in 2020. Her focus is on tax and financial planning services, including areas such as executive compensation, estate planning, and estate and trust administration. In a technical and analytical industry, clients appreciate her ability to explain and apply complexities in a straightforward manner. After many years of tax planning experience, she recognizes the significant value added by managing for tax efficiencies in addition to meeting one’s complex tax filing requirements.

Before joining the firm, Jennifer was a senior client advisor at MRA Associates. Prior to joining MRA, she was the managing director at Dougherty Wealth Advisers LLC for 12 years and, prior to that, a senior manager at KPMG LLP. In these roles, Jennifer managed client relationships, comprehensive advisory content, and tax preparation for high- and ultra-high-net-worth individuals, estates, trusts, private foundations, and closely held businesses.

Jennifer values multi-generational family time and appreciates having a large extended family. When she and her husband are not involved in their children’s activities, she enjoys gardening in the summer and cross-country skiing in the winter. She is also involved in her church and serves on the Minnesota 4-H Council under the University of Minnesota College of Extension.

Education

  • Bachelor of Business Administration degree in finance from Mankato State University

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™

Resources

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