High Net Worth

Sometimes, the Deeper the Pockets,
the Bigger the Worries.

Prepare Your Fortune to Live Forever.

Talking about estate planning isn’t easy, but imagine the money you worked so hard for squandered due to poor planning. At Maner Costerisan, we are high net worth financial and tax advisors who will help you work through even the most difficult issues. Calm, experienced and reassuring, we ask the tough questions, then we’ll create a plan for the best version of your future.

The Maner team is very knowledgeable and efficient. They made some additional tax savings recommendations, of which we might otherwise not have taken advantage. We are completely satisfied and look forward to working with them on future projects!

– Satisfied Client

We trust the work Maner Costerisan has done for us over the years. It has always been of high quality. The Maner team is great to work with.

– Satisfied Client

The Last Thing We Want to do is Talk About Your Money.

You want to put your finances in the right hands. So, our first priority is to secure a personal relationship with you founded on trust, honesty and authenticity. Then, we assemble experts from across the firm to help you develop a plan to achieve your goals. This team is focused on your unique needs, leveraging our expertise in high net worth wealth management, estate, income, gift, and trust tax consulting, charitable giving, philanthropic foundations, cash-flow, retirement and life insurance planning. With Maner Costerisan, you’ll surround yourself with the expertise to ensure the financial future you and yours deserve.


Team Built Around You

Technology to Inform Decisions

Holistic Financial Approach

Maner Team Expert

Jen Danko, CPA, Principal

Jen joined Maner Costerisan in January 2023 as a principal in the Tax department. With more than 12 years of specialized skills and experience, Jen provides estate, trust, and tax consulting services to high net worth individuals and business owners.

Jen works closely with the firm’s wealth management division, Maner Wealth, to provide high net worth individuals of all ages with a holistic approach to financial and tax planning. She’s driven to help her clients achieve their personal and wealth transfer goals while minimizing tax consequences by creating synergies between their tax and investment advisors.

Jen joined Maner from a top-20 national tax and consulting firm, where she oversaw its East Lansing-based trust and estate practice. She was inspired to pursue a career in the industry by her father, an accountant who was her hero growing up. It brings her joy to play a role in helping her clients achieve their personal goals.

An active member of the Greater Lansing Estate Planning Council (GLEPC), Jen served as the president of the board from 2022-2023.

A graduate of Central Michigan University with a Bachelor of Science in Business Administration, Jen lives in East Lansing, Michigan, with her husband, Matt, and their two children, Ryan and Brooke. Outside of the office, she enjoys vacationing at Disney, spending time with her kids and running.

I live my life with a ‘work hard, play hard’ approach.

I enjoy my career, meeting new people, and working with clients, but also realize that life is precious, and my kids are only young once. We are blessed with the time and resources to enjoy adventures as a family and when we spend time together, we make memories that will last a lifetime!

Years of Experience

12

Memberships

American Institute of Certified Public Accountants (AICPA)

Michigan Association of Certified Public Accountants (MICPA)

Greater Lansing Estate Planning Council (GLEPC)

Certifications

Certified Public Accountant (CPA)

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Relevant Services

High Net Worth Tax Planning

High Net Worth Tax Planning

We start by focusing on your individual and family goals, then proactively identify tax-saving opportunities.

Wealth Management

Wealth Management

Our holistic approach ensures you’re investing your hard-earned money properly to achieve the secure retirement of your dreams.

Financial & Retirement Planning

Financial & Retirement Planning

Getting you to where you want to be by removing any unnecessary risk and preventing costly mistakes.

Estate Planning

Estate Planning

Using a combination of financial strategies, we’ll help you create a legacy that aligns with your personal values and goals.

Succession Planning

Succession Planning

If you’ve poured your heart and soul into your life’s work, the right plan is crucial to help your business live on.

Compliance Support – Trusts & Estates

Compliance Support – Trusts & Estates

Our compliance experts will ensure you’re squared away on all of the must-haves, from federal and state fiduciary income tax and estate tax return prep to financial statement preparation and all related accounting services.

Strong Partnerships

3

Team Members Active in the Greater Lansing Estate Planning Council

1

Certified Specialist in Estate Planning

100%

Net Promoter Score

Industry Insights

Info Sheet

Your Niche Is Our Specialty.

When it comes to your unique financial needs, Maner Costerisan has the experts, tools, and services to stay focused on your next move.

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