Joylyn M. Ankeney, CPA
Aldrich Group
5665 S.W. Meadows RoadSuite 200
Lake Oswego, OR, 97035
United States
Professional experience
Joylyn Ankeney has been assisting clients with estate and trust planning and compliance since 1999. She focuses on helping her clients by providing tax planning strategies for families with a focus on wealth transfer planning. Her background working with charitable organizations helps her find creative solutions to help clients optimize their charitable goals. By regularly attending national industry conferences she is able to keep abreast of the latest in planned giving and trust planning opportunities.Educational background
Joylyn graduated from the University of Oregon.Expertise
Tax
Individual Tax - Estate & Gift Planning - Trusts
Credentials
Certified Public Accountant