Brenna Sherwood, CPA

Brenna Sherwood, CPA

Tax Manager

Brenna serves as a Tax Manager for Navis Wealth Advisors. A Certified Public Accountant (CPA) since 2018, Brenna specializes in tax compliance, consulting, and research. With a strong background at a top 10 public accounting firm, she brings knowledge and experience related to individual, partnership, and corporate tax. By joining the team at Navis, Brenna will help the firm continue to deliver truly comprehensive wealth management services.

Before joining Navis, Brenna spent over six years at Crowe LLP, a public accounting, consulting, and technology firm.  While at Crowe, she worked directly with both individual and business clients managing their tax compliance and providing consulting and research services. Brenna led many tax engagements during her time at Crowe, with a focus on complex partnership tax issues and individual taxation. She gained valuable experience preparing and reviewing tax returns for many types of clients and brings that breadth of knowledge and passion for client service to the Navis team.

Brenna earned a B.S. in Business from Indiana University – Fort Wayne, double majoring in Accounting and Finance with a minor in Psychology. During her time at IU Fort Wayne, she was also a four-year member of the women’s golf team. Brenna is a Certified Public Accountant, licensed in both New York and Indiana.

Brenna was born and raised in northern Indiana and currently lives in Mount Kisco, New York, with her wife Jaclyn and their son, Eric. Brenna’s interests include reading, running, spending time with friends, family, and two dogs (Boone & Zenny), and watching sports (especially the St. Louis Cardinals, New York Rangers, and her son Eric play hockey and baseball).