Jenna joined Wellspring in December 2019, bringing 20 years of navigating the complex affairs of ultra-high net worth families. Her area of expertise is in tax compliance and comprehensive tax planning. Jenna believes in a holistic approach to understanding the entire family dynamic to recommend and implement strategies for tax mitigation as well as accomplishing financial goals and objectives. Areas of concentration also include charitable, gift and estate planning, business succession, and family governance and education.
Outside of the office Jenna enjoys many sporting activities, traveling, golf, cooking, and spending time with her friends and family.
Director, Wellspring Financial Advisors, LLC (current)
Vice President, Manager - Personal Tax Services, Hawthorn (2015 – 2019)
Tax Manager, Skoda Minotti (2008 – 2015)
Senior Associate, The Lipson Group (2003 – 2008)
Associate, Chess Financial Services (2000 – 2003)
David N. Myers University, Cleveland, Ohio (BSBA, Accounting, 2000)
April 29, 2021
2020 Tax Return Preparation Tips!
February 4, 2021
Are You Eligible For A City Tax Refund
March 31, 2020
Tax Filing Deadlines - Federal and State Update - Part Two