The financial team you can trust.
About JPFO
Jones Private Family Office provides clients with trusted financial organization, bookkeeping and administrative services in a timely, accurate and experienced manner.
Our clients are typically high net worth investors, families, beneficiaries and trustees. We deliver financial administrative services directly or coordinate with other advisors.
Our team has 75 years of combined experience in assisting individuals and families with their financial matters.
Dan Jones
G. Daniel Jones, CPA (inactive) was a Managing Director at CBIZ MHM, LLC until 2019 when he retired from Public Accounting, after a 46 year career. Dan’s areas of professional experience was taxation, financial planning and forensic accounting.
Dan was an Internal Revenue Agent for the U. S. Treasury Department from 1973 to 1977 and an expert witness for the US Department of Justice. He founded Jones Hayward and Lenzi, CPAs in 1982.
From 1999 to 2004, Dan was a member of the Board of Directors and Audit Committee for Progress Financial Corp. (PFNC – Nasdaq) and Progress Bank. Dan worked closely with the Chairman on the merger with Fleet Bank. (Bank of America)
He then served on the Board of Directors and chaired the Audit Committee of Continental Bank ($750M assets) from 2005 to 2015, after which the bank merged into Bryn Mawr Trust Co. (Now WSFS)
In 2011, Dan joined the Philadelphia Committee of the Marine Corps – Law Enforcement Foundation (a 501(c)(3) Org), (aka MC-LEF) which has provided $86 million in scholarship assistance (currently at $35,000 each) to 4,500 children of deceased Marines, Navy corpsmen and Federal law enforcement personnel.
Dan has been a proud member of Torresdale-Frankford CC since 1984 and the Union League of Philadelphia since 2014, serving in Board & Officer capacities.
Libby Troutner
For over 20 years, Libby has been an integral part of many families who do not have the time, inclination or desire to take care of their household financial matters. This includes insuring that all family & household bills are paid timely; tracking cash flow, preparation of household payroll obligations, and reconciliations of all financial accounts. We use QuickBooks™, which can generate reports to show our clients a detail of all income, expenses, assets and liabilities and the resulting cash flows.