Jolyn Whittaker graduated summa cum laude from BYU’s Marriott School of Business with both her Bachelor’s and Master’s degrees of Accounting in 1992. She has always loved numbers, and life as an accountant has been a perfect fit. After graduation, Jolyn earned her Certified Public Accountant (CPA) license and later received her Certified Payroll Professional (CPP) certification, Life and Health Insurance license, and her Registered Investment Advisor designation. Although fully licensed, Jolyn has gravitated to the tax side of the business. She prefers to be all in during tax season and then dedicate the remaining months to being a devoted wife, mother, and grandmother.

Jolyn specializes in helping individuals, families, and business owners navigate the complexities of today’s ever-changing tax environment. She believes thoughtful tax planning is one of the most valuable components of a comprehensive financial strategy. She works alongside the firm’s dedicated financial advisors to integrate tax planning with investment management, retirement planning, charitable giving, estate planning, and business succession strategies.

Known for her attention to detail and compassionate approach, Jolyn enjoys building lasting relationships with clients and helping them feel informed and confident throughout the tax planning and preparation process. Every client has a unique story, and Jolyn appreciates helping clients navigate complicated, ever-changing tax laws.