Gerri Harrison CFP® EA
CERTIFIED FINANCIAL PLANNER™
Jen Diles EA
Our team consists of experienced professionals with a “hands on” approach to financial guidance. You will find our team members knowledgeable and discover that we truly care about making your dreams a reality. As your financial professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there and continually remind you of the importance of maintaining a disciplined approach to achieving your dreams and goals
We are looking forward to using our experience to help you pursue your financial goals. Income taxes can have a major impact on the funds available to meet goals. Our background in taxation and financial planning allows us the opportunity to understand and plan for the impact of income taxes on a financial plan.
Gerri has been in the financial services field since 1983 graduating with a bachelors’ degree in Accounting from Binghamton University. She immediately started working in the area of income taxation and continues to prepare taxes for clients today. During 1989 she obtained the certification of Enrolled Agent (EA) by passing a four part test on personal and business income taxation. This allows her to represent clients before the Internal Revenue Service. To maintain the EA certification she must take a minimum of seventy-two continuing education credits every three years.
In 1997 she became a Certified Financial Planner™, otherwise referred to as CFP®. To obtain the CFP® she was required to pass a series of tests involving several areas of personal finance. To maintain the CFP® certification she must have a minimum of thirty continuing education credits every two years.
In 2005 she opened her own tax preparation and financial services businesses which has evolved today to be Planning with Purpose.
Jen has been in the accounting and tax field since 2010. She graduated with an associate’s degree in Business Management from Axia College and went on to obtain an associate’s degree in Accounting from Elmira Business Institute.
Before working at Ever Evolving Enterprises she worked for a large corporation for twelve years. She began as an Administrative Assistant and worked her way to Executive Administrative Assistant and then Engineering Planner. These positions gave her the opportunities to begin working with financial data and eventually lead her to transition into the accounting field.
These skills allow Jen to assist clients with budgeting personal and business expenses. Looking at the future tax implications for each client helps clients plan. People work hard to earn money and it is our responsibility to help them keep as much as possible of that hard earned money.
Jen completed the Enrolled Agent (EA) designation with the Internal Revenue Service. This allows her to practice before the IRS on behalf of our clients as well as working with the IRS if clients are audited. With the EA designation seventy-two credits of continuing education are required in order to maintain this designation and stay up to date on tax law changes.
Jen is now part-owner in the new Planning with Purpose entity.
Sigrid graduated from Hartwick College with a bachelor’s degree in Nursing and began working with the public in 1981. Working on the surgical inpatient floors of a local hospital for five years gave her experience in handling patient needs during stressful times. Her career then took a new direction working with library patrons as the Director of a local public library.
Prior to coming to Planning with Purpose Sigrid worked for a local small business managing sales and customer service for twelve years. Throughout her career Sigrid’s focus has been putting individuals at ease while providing great service. We anticipate she will provide stability and a friendly face at our front desk while keeping the office flowing smoothly.