Picture of Jennifer Dragon - Money Matters Advisor

Jennifer Dragon

CPA/PFS, CFP®, RICP®, CRPC®Coppell &
North Dallas, TX
P 469.246.3609 | F 972.393.0327

Professional and Community Activities

  • Financial Planning Association® Member, 2018- Present
  • Volunteer at Children’s Medical Center, 2018- Present
  • Junior League of Dallas, 2017- Present
  • American Institute of CPAs, 2017- Present
  • Texas Society of CPAs, 2017- Present

Family:

Jennifer is a proud born and raised Texan, having grown up in the Dallas metroplex.  She is active in the community through the Junior League of Dallas.  She enjoys hiking outdoors and traveling to unique destinations during her downtime.

Business Philosophy:

I feel honored to be able to guide my clients through their second childhood without adult supervision.  My goal is to be the last advisor my clients ever have and to provide understanding and peace of mind to each person who walks through the door.

“Ethics is about how people conduct business every hour of every day”

Education:

  • Certified Financial Planner™, 2019
  • Personal Financial Specialist, 2019
  • Retirement Income Certified Professional, 2018
  • Chartered Retirement Planning Counselor SM, 2018
  • Certified Public Accountant Designation (CPA), 2016
  • MS Accounting, Taxation Texas A&M University, 2015
  • BS Business Administration Cum Laude Texas A&M University, 2015

Business Experience:

  • Senior Tax Consultant, Deloitte Tax
  • Client Service Associate, Money Matters with Ken Moraif