Picture of Jennifer Dragon - Money Matters Advisor

Jennifer Dragon

CPA, RICP®, CRPC®Coppell &
North Dallas, TX
P 972.393.0376 | F 972.393.0327

Professional and Community Activities

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

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 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

WHAT’S ON YOUR MIND?

If it’s important to you, then it’s important to us.
That’s the way it should be among friends.


NATIONAL PRESS TURNS TO MONEY MATTERS FOR
INSIGHT ON ISSUES AFFECTING TODAY'S INVESTORS.
VIEW RECENT PRESS FEATURING KEN MORAIF:


  • CNBS
  • Forbs
  • Fox Business
  • Kiplinger
  • Market Watch
  • USA Today
  • US news
  • The wall street journal

TAKE THE FIRST STEPS ON THE PATH TO YOUR FINANCIAL PEACE OF MIND.