About Us
JQ Financial Solutions has been serving the Lexington, KY area since 2016. Founded by Jennifer Quillen, we provide comprehensive accounting, tax, business planning and CFO services to business owners that are looking to break through their own growth and operating expectations. Our team works together to ensure that our clients can focus on the things that they love, not on the numbers.
The JQ Financial Solutions Team
JENNIFER POTTER-QUILLEN
Jennifer Quillen is the owner of JQ Financial Solutions. She has worked in the financial industry since 2002 and specializes in identifying opportunities for growth as well as areas that can be streamlined to save money and time. One area she actively focuses on is helping clients, particularly small business owners, save money on their taxes. Being a small business owner herself gives JQ a perspective that is often lacking in the accounting world; rathan than just seeing a set of numbers, she sees the struggles and opportunities that her clients face.
Jennifer believes that all financial decisions should be approached calmly and rationally, and not out of a place of fear or stress. A solid financial plan doesn't need to be sold, it's just a good fit.
When she isn't assisting clients, Jen can be found spending time with her husband, Jon and her kids, or cheering on the UK basketball team.
MICHAEL ROSINE
Michael Rosine has been with JQ Financial Solutions since 2019 as a bookkeeper and accountant. He brings a history of project management and construction contracting that serves his clients' bookkeeping and tax needs. Education is a huge focus for Mike, since the business owners are ultimately the ones that have to make the day to day decisions that will lead them to success in spite of a complicated and often confusing financial landscape.
When Mike is not in the office, he's spending time with his beautiful wife and 3 kids. His hobbies are DIY, technology and a ridiculous amount of Audible books.
ALLYSON WELLMAN
Allyson Wellman joined the JQ Financial Solutions team in July of 2022 as the Executive Assistant to Jennifer. Prior to joining JQFS, Allyson had nearly 20 years of experience in professional positions in the restaurant industry ranging from training to payroll, benefits and HR functions. She has a track record of strong performance in high-volume, high-pressure environments. Allyson manages administrative duties and client relations for us here at JQ Financial Solutions.
She is active in the community and volunteers her time at her church in women and children's ministry. She enjoys spending her time with her husband, Michael and twin daughters McKenzie and Stratton traveling and making memories.
JASON MCCORD
Jason McCord joined JQ Financial Solutions in December 2021 as the Office Manager. He will be sure to greet you with a smile and pleasant welcome when you come to our office.
With his customer focus and accounting background, he helps keep schedules organized and assists with bookkeeping.
KAYLA SMITH
Kayla Smith joined JQ Financial Solutions in February 2023 as a Staff Accountant. Her role at JQFS includes general bookkeeping and accounting duties. She graduated from the University of Kentucky with a Bachelor's degree in Accounting and a minor in History and was born and raised in Lexington.
Making others feel valued and loved as Christ loves her is one of her passions in life. She also enjoys going on long walks and country drives, roller skating, magazine collages and watching movies.
WYATT FINNELL
Wyatt Finnell joined JQ Financial Solution in July 2022 as a Paraplanner. Since joining us, he has passed his Series 7 and 66 and now holds the title of Financial Planner. He assists in communicating with clients, setting up retirement accounts and analyzing market trends.
Wyatt has a Bachelor's degree in Finance from the University of Kentucky and he is also licensed to sell life insurance in KY.
His passions are his family and God. He was recently married to his wife, Jaclyn and is expecting his first born son in December 2023. Wyatt is also a huge UK football and basketball fan.
TIMOTHY BROWN
Timothy Brown joined JQ Financial Solutions in April 2023. Tim holds a Bachelor of Arts in History from Biola University in La Mirada, California and a Master of Arts degree in Applied Philosophy & Ethics from Texas State University.
Prior to joining JQFS/ Money Concepts, he worked as a Financial Advisor with Mutual of Omaha Investment Services beginning in 2019. He also coached high school and college women's basketball from 2000-2016. As interim head coach at Asbury University in 2016, he led the team to the 2016 KIAC Championship and the first NAIA National Tournament win in school history, finishing the season ranked #18 in the country.
Tim lives in Lexington with his wife Marianne and two cats (Henry & Eleanor). He has four adult children. Tim says he is an avid board game collector, and also enjoys cooking large cuts of meat in his wood smoker.
