Simply Balanced Solutions About Us

Jennifer Shulman, MBA, CDMM®

Jennifer Shulman, MBA, CDMM® is the Owner and Principal of Simply Balanced Solutions, LLC. Jennifer earned her bachelor's degree in Accounting from the Fisher School of Accounting at the University of Florida and her MBA from Saint Leo's University. She began her career as a financial statement auditor for a regional public accounting firm. As an auditor, it was Jennifer's responsibility to scrutinize and report on the financial status of companies across many different sectors and industries. It was during these years that she gained additional accounting expertise and an eye for detail. She later went on to be a Senior Accountant for a national company. As a Senior Accountant, Jennifer was responsible for ensuring the financial accuracy of the company's operations and resulting financial statements. She also compiled and organized all of the financial statements reporting and account activity, which was then provided to executive management. Expertise, organization and accountability were all valued traits in both of these positions and she continues to employ these traits in all aspects of her professional life.

Jennifer's Background

Jennifer left accounting to start her own business. She successfully owned and operated an ice cream catering business. It was here that she was reintroduced to her passion for interacting and connecting with people. Making connections and helping people enjoy their day was the best part of business for Jennifer and continues to be her primary driving force. In 2010, Jennifer decided to start a family and sold the business to focus her energies on her new baby boy, Jacob.

Over the years, Jennifer became increasingly aware of many Seniors and their families whom take care of them. They are dealing with worsening health, loss of a loved ones, as well as being defrauded due to scams and abuse. All of these events inspired Jennifer to marry her two callings: her accounting expertise and her passion for helping people, resulting in the creation of Simply Balanced Solutions. Jennifer became a Certified Daily Money Manager (CDMM®), in 2016 after meeting industry qualifications including experience in the field, background checks, passing an extensive examination solely focused on Daily Money Management. Jennifer is proficient in Quick Books Online, became a Quick Books Pro Advisor by completing the Certification course.

Jennifer was born and raised in St. Petersburg, Florida. Growing up in a law enforcement household, Jennifer has a strong moral compass; values such as integrity, leadership, professionalism and respect are of the utmost importance. Jennifer is committed to providing all of her clients with nothing less than the highest level of professionalism, integrity, and confidentiality. Jennifer is a member of the American Association of Daily Money Managers; adheres to their Code of Ethics and is professionally insured.

What is Jennifer up to now?

When not helping clients, Jennifer volunteers with multiple organizations in her community to help with local hungry projects. She has taught financial literacy classes at CASA (Community Action Stops Abuse).

Currently, she teaches financial literacy classes through Project Prosper and provides financial guidance for class participants when needed. She also is a member of the Project Prosper Loan Committee. Jennifer is a member of the Pinellas County Estate Planning Council and associated PCEPC Board of Directors. Jennifer also serves on the AADMM Professional Development Committee and is Co-Regional Group Leader for the AADMM Florida Regional Group.

Jennifer also enjoys spending time with her family and her role as Wife, Mom, Daughter, and Granddaughter. She lives in St. Petersburg with her husband Josh, their son Jacob, their yellow lab, Nilla and Goldendoodle, Dunkin.