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- Education:
- BA Math, Rutgers University
- BS Accounting and MST, Bentley College
- Professional Involvements:
- Massachusetts Society of CPA’s
- American Institute of CPA’s
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About > Management Team >
Judith D. Ludwig,
CPA/PFS, CFP®
Vice President, Financial Planning Services
Office Phone: 617.559.3402
Location: Newton, MA
judyl@thebravergroup.com
Ms. Ludwig received her Bachelor of Arts degree in Mathematics from Douglass College, Rutgers University in New Brunswick, New Jersey.
Ms. Ludwig began her professional career as a systems analyst at Prudential Insurance Company, General Electric Corporation, and finally Texas Instruments, Inc.
After a temporary retirement to raise her family, she returned to school and subsequently received a Certificate in Accounting from Bentley College, Waltham, Massachusetts.
Ms. Ludwig resumed her career at Sherman, Bernson, Schneider & Gesserman, a regional accounting firm located in Newton, Massachusetts. This firm subsequently merged into Laventhol & Horwath, a national CPA firm, where she ultimately became Manager in charge of Personal Financial Planning.
In 1987, Ms. Ludwig founded Tandem Financial Services, Inc., located in Canton, Massachusetts, with her husband Joseph, a registered investment adviser.
Professionally, Ms. Ludwig has been president of the Norfolk/Plymouth Estate and Business Planning Council and has served on the Board of Directors of the National Association of Estate Planners.
In 1997 she was selected as a Money Makeover Expert by The Boston Globe and has continued in that role.
She has published an article entitled "Choosing the 'Right' Professional Trustee" in the Massachusetts Lawyers Weekly.
In 1999, she was named as one of the country's top financial advisors in J. K. Lasser's Estate Planning for Baby Boomers and Retirees.
Ms. Ludwig has been quoted in Financial Planning, Business Week, The Boston Globe, and The Wall Street Journal.
She was named to the honorable mention list of Ace Advisers of 1999 by Ticker magazine, a magazine for investment advisors, and named to the Top Professional Advisors List in J. K. Lasser's "New Rules for Estate and Tax Planning" in 2005.
Ms. Ludwig is currently a director of the New England Sinai Hospital in Stoughton, Massachusetts, and a member of the Board of Overseers at Children’s Hospital, Boston, Massachusetts.
Her designations include: Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Chartered Financial Consultant, and Accredited Estate Planner.
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