Behind every great firm is outstanding individuals. The team at Atlas is made up of a dynamic group of individuals – each with their own unique story and journey. We believe in celebrating and fostering the diverse and rich set of interests and skills of our team members so that collectively, we can bring that same commitment to our clients as they pursue their goals and passions.
Meet the professionals of Atlas Private Wealth Management.
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Tax Director
800-432-7447
Jolyn is the Tax Director at Atlas Private Wealth Management. Her primary responsibilities include preparing tax returns and working on tax planning and projections throughout the year for our clients. She comes to Atlas with over 15 years of experience in tax planning and preparation, working in the financial services and legal services industries.
Prior to joining Atlas, Jolyn was a senior paralegal at Lavelle & Finn, LLP for nine years. She worked in tax planning and tax return preparation, as well as estate and trust administration. Other previously held roles include Financial Planner and Senior Tax Analyst for Ayco, a Goldman Sachs Company.
Jolyn graduated from Hamilton College with a Bachelor of Arts in Public Policy.
Jolyn lives in Saratoga Springs with her husband and three children. She and her family like to spend time outdoors, especially in the summer. She stays busy with running and attending sporting events for her kids.
