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Our Team

We specialize in creating a personalized approach designed to address your financial situation. Below is a comprehensive list of members of our team who can assist with our services!

Joseph Jacques, CPA, CFP

Joseph W. Jacques, Certified Public Accountant, Certified Financial Planner™, Personal Financial Specialist, Chartered Financial Consultant, Registered Financial Consultant®, and Chartered Life Underwriter is a registered principal of Jacques Financial, LLC (member FINRA/SIPC). Joseph is the owner and operator of Jacques Financial, LLC (member FINRA/SIPC), Jacques & Associates Certified Public Accountants LLC, and Jacques Advisors, LLC. Joseph offers financial planning through Jacques Advisors, LLC, and serves clients locally, nationally and worldwide.

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William Jacques, Esq., CPA

William Jacques is a Certified Public Accountant, Certified Management Accountant, and Registered Financial Consultant. He holds a Juris Doctor with honors from the University of Maryland School of Law and a Bachelor of Business Administrations, with a major in Accounting, from James Madison University. Bill has been a licensed Certified Public Accountant since 1994, was admitted to practice law in Maryland in 1999, and is a member of the Maryland Bar. He is a lifetime Marylander and graduate of Georgetown Preparatory School in North Bethesda, Maryland.

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Jeremy Jacques, CPA

Jeremy Jacques is a Certified Public Accountant and holds a Series 7 – General Securities Representative and Series 66.  He attended James Madison University and graduated with a Bachelor of Business Administration degree, majoring in Accounting.  Jeremy also attended The Graduate School at James Madison University and obtained his Master of Accounting degree with a concentration in Taxation.

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Adele Jones
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Priti Shelat, CPA
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Susan Page, CPA
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Cyndee Adams, CPA
Tax TeamExt. 1911Email
Dani Simpson, CPA
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Michael Mays, CPA
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Mary Lou Snyder, CPA
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Kevin Ellis, CPA
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Anne Jeffress
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Robert Kirk
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Becky Shifflett
Investment TeamExt. 1908Email
Amy Biddy
Investment TeamExt. 1906Email
Diane Greene
Investment TeamExt. 1909Email
Natalie Montanaro
Investment TeamExt. 1924Email
LaShawn Campbell
Investment TeamExt. 1274Email
Adele Jones
Tax TeamExt. 1910Email
Priti Shelat, CPA
Tax TeamExt. 1913Email
Susan Page, CPA
Tax TeamExt. 1914Email
Cyndee Adams, CPA
Tax TeamExt. 1911Email
Erica Templeton
Tax TeamExt. 1007Email
Dani Simpson, CPA
Tax TeamExt. 1912Email
Michael Mays, CPA
Tax TeamExt. 1917Email
Mary Lou Snyder, CPA
Tax TeamExt. 1275Email
Kevin Ellis, CPA
Tax TeamExt. 1916Email
Anne Jeffress
Investment TeamExt. 1905Email
Robert Kirk
Investment TeamExt. 1907Email
Becky Shifflett
Investment TeamExt. 1908Email
Amy Biddy
Investment TeamExt. 1906Email
Diane Greene
Investment TeamExt. 1909Email
Natalie Montanaro
Investment TeamExt. 1924Email
LaShawn Campbell
Investment TeamExt. 1274Email

Award-Winning Service

See All of Our Awards

At Jacques Financial, we believe in our process and our service, and others do, too! We have been recognized dozens of times over the course of nearly two decades for our commitment to clients and our wide-spanning abilities to provide for those we work with.