Jacqueline Summers
Director
“I help clients navigate complex financial decisions with clarity and confidence, so they can focus on what matters most – building a lasting legacy.”
Jacqueline Summers serves in the organization’s Family Office group, where she provides comprehensive financial management, tax consulting and CFO services to family offices, high-net-worth individuals, executives, entrepreneurs and their businesses. Jacqueline has nearly 20 years of experience in strategic financial leadership, business management and operations.
Before joining PKF O’Connor Davies, Jacqueline was a Manager at a national accounting firm working in the Family Office Services group. In this role, she provided comprehensive financial management and CFO services to family offices, high-net-worth individuals and executives.
In addition, Jacqueline worked as a Tax Manager, providing tax compliance and planning services to high-net-worth individuals, entrepreneurs, entertainers and athletes. Earlier in her career, she held Tax Associate roles at a business management firm in Los Angeles and at a San Diego CPA firm specializing in real estate.
Education
- Baruch College, Master of Science degree in Taxation
- San Diego State University, Bachelor of Science degree in Accounting