Nicole Jeppesen, CPA, is a Shareholder in the LBMC Tax practice and Chattanooga Market Leader.
Nicole focuses on tax compliance and planning for high-net-worth individuals and families, including their related investment entities and trusts, as well as working with closely-held businesses and their owners.
Prior to joining LBMC, Nicole spent 6 years as a financial practice manager working with hospital-based physician practices and imaging centers.
About Nicole Jeppesen
Nicole has built her career around one of the most personal and consequential kinds of work in tax and financial planning – helping wealthy individuals and families protect what they’ve built, navigate what’s changing, and thoughtfully pass on what matters most to the next generation. She specializes in tax compliance and planning for high-net-worth individuals and families, their related investment entities, and trusts, guiding clients through the full complexity of personal wealth: from multi-year income tax strategy and estate planning to trust structures and wealth transfer.
What distinguishes Nicole is not just technical depth in individual and family tax matters, though she has plenty of that. It’s the way she engages. Wealth planning at this level is deeply personal. It involves goals, values, family dynamics, and legacy. Nicole understands that. She asks the right questions. She listens before she advises. She takes a long view on relationships, helping families think through not just what they own, but what they’re building and why. That approach has made her one of the most trusted advisors to high-net-worth clients in the Chattanooga market, and that gets noticed by peers in the profession.
Nicole is also deeply invested in Chattanooga itself. She mentors emerging professionals, contributes to the region’s business and civic community, and leads with the kind of quiet consistency that tends to outlast more visible forms of recognition.
Certifications
- Certified Public Accountant
Education
- San Francisco State University – Accounting and Business/Management
- Eastern Michigan University – Bachelor of Arts (B.A.), Language and International Trade
