Jeanne M. Barrett CPA

Jeanne has 24 years of public accounting experience. Her background includes serving a variety of clients both public and private in the manufacturing and distribution, construction, investment and professional services industries.

Jeanne joined the firm in November 1997 and became a shareholder in 2013. She has overall responsibility of selected audits as well as the delivery of the firm’s accounting, assurance, tax and business advisory services to her corporate client base. Such responsibilities require significant planning, technical and administrative skills and extensive knowledge of financial reporting requirements and operating concerns of entities served.

She is the shareholder in charge and the chair of the firm’s Employee Benefit Plan Audit Practice and the Chair of the firm's Employee Benefits Industry Group. This committee is responsible for developing specialized knowledge for ERISA engagements.

Education

B.S. - Accounting, John Carroll University

Professional and Community Involvement

Chairperson—Schneider Downs ERISA Services Industry Group

Chairperson—Schneider Downs Manufacturing Industry Group

Board of Directors—Schneider Downs & Co., Inc.

Member—Assurance Technical Advisory Committee

Member—Schneider Downs SEC Practice Group

Member—American and Pennsylvania Institutes of Certified Public Accountants

Member—Board of Directors, YWCA of Greater Pittsburgh 

Member—Western PA Corporate Women Collaborative

Graduate—Leadership Pittsburgh XXXII

Do you have a hobby or personal passion?
I love interior decorating and design. 

What was the best advice you’ve ever received?
My father told me that life is not about what happens to us but rather our reaction to the situation. 

What was your childhood dream?
To be a famous interior designer. 

What is the best or most interesting thing about your career?
It constantly changes, always learning something new and continually developing. 

What was your first job?
I worked at a bakery, TJ Cinnamons

Do you have a “motto?”
Mind over matter. 

When you have an hour of free time, what do you like to do?
Free time…. What is that? - spending time with my family anytime, anyplace!

Do you have advice for young professionals?
Take every opportunity afforded to you and make the most of it. 

Jeanne M. Barrett CPA

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big problem:
I’d be happy to discuss your company’s retirement plan. Email me directly here.
big thinking:
A not-for-profit client out of 401(k) compliance.

Shareholder Jason Lumpkin serves as a Practice Unit Leader for SDAdvantage Retirement Solutions. He has more than 17 years of qualified retirement plan experience, primarily serving middle market, closely held businesses. His background includes plan design, documentation reporting, participant education, and ongoing administration for defined contribution plans, including employee stock ownership plans.

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