Senior Wealth Advisor, Managing Director
Jenna joined Wellspring in 2019, bringing 20 years of navigating the complex affairs of ultra-high-net-worth families to the firm. Her areas of expertise include tax compliance and comprehensive tax planning. She also has experience with charitable, gift and estate planning, business succession, and family governance and education. Jenna believes in a holistic approach, using her understanding of the entire family dynamic to recommend and implement strategies to help clients accomplish their financial goals and objectives.
Prior to Wellspring, Jenna was a Vice President and Manager at Hawthorn/PNC Wealth Management for over four years. She has also worked for Skoda Minotti as a Tax Manager where she specialized in personal income tax for high-net-worth individuals.
Jenna graduated from David N. Myers University with a Bachelor of Science in Business Administration and Accounting. She also holds the Enrolled Agent designation.
Jenna is currently the Treasurer of the Greater Cleveland Golf Association.
July 29, 2022
Ohio Enacts Elective Pass-Through Entity Tax
April 29, 2021
2020 Tax Return Preparation Tips!
February 4, 2021
Are You Eligible For A City Tax Refund?