Jorlena officially joined the Allman Johnson team in 2015, after working as a seasonal employee during the 2014 filing season. She works extensively with the tax department as well as serves our not-for-profit clients. As a Certified QuickBooks Online ProAdvisor, she offers our clients a variety of QuickBooks boot camp options.
Before joining the firm, Jorlena worked as an Advisor Assistant for a Certified Financial Planner. In addition to her tax planning and advising responsibilities, she developed skills for calculating the tax implication of financial decisions.
Education background includes a Master of Science in Accounting from the Indiana University Kelley School of Business as well as a Bachelor of Science in Education with a major in Elementary Education from Indiana University. Jorlena plans to sit for the CPA exam in the near future.
Jorlena is a CPA candidate member of the American Institute of Certified Public Accountants and the Indiana CPA Society
Married with two young daughters, Jorlena loves to read (and with her family's busy schedule, she's thankful for audiobooks), to learn/study, and take on DIY projects.