J.D Schroen, CPA
CPA, Investment Advisor Representative
J.D., a Salisbury native, received his B.A. in Accounting from Asbury College (Wilmore, KY). After graduating, he spent the next several years working in the finance and accounting fields in Lexington, KY before moving back to Salisbury. He joined CFS in 2001 as a financial advisor and was also tasked with growing CFS’ tax department. J.D. received his investment series 6 & 7 registrations in 2001 and the CPA designation in 2003. J.D. is active in his church and various community outreach programs. He currently resides in Salisbury with his wife Jenny and four children and is an active cyclist and snow skier.
Learn more about J.D.'s tax services in our Tax Solutions page.
