FAIRMAN FINANCIAL WELCOMES NEW TEAM MEMBERS
Fairman Financial is proud to announce the addition of four new members to our team.
These individuals provide an array of financial services to manage the responsibility of both complex and routine financial affairs, including financial planning, investment advisory support, tax planning and return preparation, and technology support. These responsibilities are integral to supporting our clients as well as the operational needs of our growing firm.
Please join us in welcoming Jennifer Fields, CPA, Senior Manager; Kyle French, Associate; Dominic Hesel, Client Service Associate; and Amy Roussey, Associate.
Sincerely,
Roy M. Fairman, CPA/PFS
Marianne Inforzato, CFP®
Shawn Kindt, CPA/PFS, CFP®
Douglas Morisoli, CPA, CFA®, CFP®
JENNIFER FIELDS, CPA, SENIOR MANAGER
Jen has more than 25 years of experience providing comprehensive income tax services to high-net-worth individuals and multi-generational families. Prior to joining Fairman Financial, Jen was the Director of Tax for a multi-family office in the Philadelphia area. Jen partners with her clients to identify tax planning strategies that address their evolving needs and the ever-changing legislative environment. She sees great value in developing and maintaining long-term relationships with clients through proactive communication, timely service, and an outward mindset. Jen is a Certified Public Accountant and holds a Bachelor of Science degree in Accounting from Villanova University. She is a member of the American Institute of Certified Public Accountants and the Pennsylvania Institute of Certified Public Accountants. Outside of the office, Jen enjoys spending time at the beach and watching her two boys play a variety of sports.
KYLE FRENCH, ASSOCIATE
Kyle joins our Investment Advisory Services department as a Financial Planner. Prior to Fairman Financial, he interned at another firm where he supported the lead advisors, interfaced with clients, and helped prepare income tax returns. In his role as Associate, Kyle assists the lead advisors in managing client relationships, preparing meeting materials, cash flow modeling, and supporting operations. He holds a Bachelor of Science degree in both Accounting and Management from Castleton University where he graduated summa cum laude. Kyle enjoys skiing, golfing, watching sports, and spending time with family and friends.
DOMINIC HESEL, CLIENT SERVICE ASSOCIATE
Dominic works as a Client Service Associate and also assists with operational support in both the Tax and Investment Advisory departments. He handles everything from document management to technology and interdepartmental support. Dominic appreciates the diversity and range of clients that Fairman Financial supports. He holds a Bachelor of Science degree in International Business from Widener University of Pennsylvania. In his free time, he enjoys traveling and supporting his local sports teams.
AMY ROUSSEY, CLIENT SERVICE ASSOCIATE
Amy joins our team in the Investment Advisory operations department as a Wealth Management Reporting Analyst. She prepares client deliverables, assists with the maintenance of portfolio management software, improves operations processes, and furthers our use of technology. Amy is a graduate of Saint Joseph’s University, Haub School of Business, where she holds a Bachelor of Science degree in Business Intelligence and Analytics. Outside of work, she enjoys cooking, hiking, and spending time with friends and family.
At Fairman Financial, we have experienced, credentialed leaders and a team of professionals to help you.
