As a Tax Manager at JFS Wealth Advisors, Colleen Scherer is dedicated to delivering high quality client service through precise preparation and timely delivery of tax returns. She plays a vital role in assisting clients with tax and financial planning, drawing on her 27 years of professional experience in public accounting.
Colleen began her career in banking and accounting in her early 20s, attracted by the structured opportunities these fields offered. Her professional journey includes notable roles at firms such as KPMG and BDO. She holds a Bachelor’s in Accounting from the University of Pittsburgh and a Master’s of Accountancy from the University of Oklahoma, and she earned her CPA designation in 2023.
In her day-to-day, Colleen excels at working closely with clients. She enjoys getting to know their situations and goals through thoughtful conversations and helping them create tax strategies for their futures. A hunger and commitment to learning drives Colleen’s work, and she looks forward to deepening her knowledge of high-net-worth taxation and becoming a trusted resource in trust, estate, and gift tax matters.
Outside of work, Colleen cherishes time with her family, which includes four children, five grandchildren, and a beloved dog. A season ticket holder for the Pittsburgh Steelers, she avidly supports her hometown team. Colleen and her husband enjoy weekends on their cabin cruiser, where boating has become a favorite pastime.
