Jenna Lewis is a Managing Director who specializes in guiding high net worth individuals through complex tax matters. With previous roles at EY as a Tax Senior Manager, Jenna focused on tax services for affluent clients, including planning and compliance for trusts, estates, and philanthropic initiatives. Jenna began their career as a Tax Intern at Sansiveri, Kimball & Co., and holds a Master's degree in Accounting from the University of Rhode Island. Currently, Jenna is dedicated to providing comprehensive financial wellness solutions alongside other advisers.
This person is not in the org chart
This person is not in any teams
This person is not in any offices