Fairman Group Family Office is proud to announce the addition of three 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; and Dominic Hesel, Client Service Associate.

Sincerely,

Roy M. Fairman, CPA/PFS
Marianne Inforzato, CFP®

Shawn Kindt, CPA/PFS, CFP®
Douglas Morisoli, CPA, CFA®, CFP®

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 Group, 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 joins our Investment Advisory Services department as a Financial Planner. Prior to Fairman Group, 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 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 Group 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.