Caroline J. Roberti, CRTP

Caroline joined the JM Financial team in 2012 to help with office administration in a part-time capacity, and became full-time in 2016. She now assists with income tax preparation, in addition to providing customer service, scheduling, and technical support. Caroline has a bachelor’s degree from San Diego State University and is a registered tax preparer (CRTP) in the state of California. She enjoys art, nature walks, gardening, and spending time with her husband and two cats. Caroline is also an avid science-fiction enthusiast and loves books, movies, and video games of the genre.