"We care about people, not just portfolios"

CONNECT

Address:

953 Mount Hermon Rd. | Suite 101
Salisbury, MD 21804

Phone:

410-546-0911

Fax/Other:

410-543-2759

J.D. Schroen, CPA

J.D. Schroen, CPA

CPA, Investment Advisor Representative

J.D. is a CERTIFIED PUBLIC ACCOUNTANT, licensed through the State of Delaware, who leads the tax department of CFS Tax Solutions. He is a Salisbury native, member of the Maryland Society of Accountants as well as a member of the National Society of Tax Professionals. J.D. received his B.A. in Accounting from Asbury College (Wilmore, KY).

During college, J.D. interned with Pigg, Krahl & Stern, a local accounting firm in Salisbury, then after college, ventured into the investment field through taking a position with First Investors Corporation in Lexington, KY. After working in the corporate world for several years, J.D. decided he wanted to raise a family closer to home and moved back to the Salisbury, MD and came on board with CFS to establish the tax department.

J.D. works closely with small businesses to design and implement retirement plans such as SEP and Simple IRA’s and 401(k) Plans. He assists with a wide range of retirement plans, investments, college savings plans, insurance policies, and general planning. J.D. specializes in tax control strategies, specifically in tax preparation for the Individual Sole Proprietor.

J.D. lives in Salisbury, MD with his four children, Olivia, Ethan, Gavin, and Braden. He is active in his church and various community outreach programs. J.D. enjoys spending time with his family and is an avid runner and cycler.

Phone 410-546-0911, ext. 107
Fax 410-543-2759