Jocelyn brings over 20 years of experience in compliance, executive leadership and tax advisory across family office, investment management and professional services firms.  Before joining Okabena, she held senior roles at Deloitte Tax, Riverbridge Partners, and Meristem Family Wealth, where she led compliance programs, strategic initiatives, and cross-functional teams. Jocelyn is a Certified Public Accountant and holds a Master of Science in Taxation from Golden Gate University and a Bachelor of Science in Accounting from the University of Washington.