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171 Belle Forest Circle
Suite B
Nashville, TN 37221



(615) 662-2808

Jennifer Winchell, CPA, CFP ®

Jennifer Winchell, CPA, CFP ®


Jennifer has been with the firm since 2001.  Her professional designations include CPA (Certified Public Accountant) and CFP® (Certified Financial Planner). Jennifer is a registered representative with Avantax holding her Series 7 (General Securities Representative) and Series 63 (Uniform Securities Agent State Law Exam) licenses, allowing her to offer investment services to residents in Tennessee.  She is also the firm's Intuit Certified QuickBooks ProAdvisor. 

Jennifer initially graduated from Nashville State Community College with an Associate’s Degree in Computer Accounting.  She built on her love for the accounting field with a Bachelor’s degree from Belmont University and a Masters of Accountancy degree from Shorter University.

Jennifer is a member of the Bellevue Harpeth Chamber of Commerce,  for which she has served three terms on the Executive Board as Treasurer and one term as the Budget and Finance Committee Chair.  She is also a member of the Fairview Area Chamber of Commerce. Her professional memberships include the Financial Planning Association of Middle Tennessee and the Tennessee Society of Certified Public Accountants.