Kristen M. Whitlow

Kristen M. Whitlow

Tax Manager CPA, MAcc

SUMMARY OF EXPERIENCE

Kristen joined the firm in 2019 with more than 5 years' experience providing tax compliance and consulting services. Kristen specializes in high-net-worth individuals, trusts, and estates. Her clients appreciate her detailed approach to tax planning, assisting with the development of a tax-efficient strategy for achieving their financial goals, and her knowledge of fiduciary taxation.

EDUCATION

Virginia Tech

  • Bachelor of Science in accounting & information systems

College of William & Mary

  • Master of Accounting with an emphasis in taxation

PROFESSIONAL CERTIFICATIONS

  • Certified Public Accountant; Virginia

PROFESSIONAL AFFILIATIONS

  • American Institute of Certified Public Accountants
  • Virginia Society of Certified Public Accountants
  • Tidewater Chapter of the Virginia Society of Certified Public Accountants
  • Hampton Roads Estate Planning Council