People

Maximizing opportunities, reducing risk and providing professional oversight to ultra-affluent families

Acenna Dabbs

Associate, Accounting Services

Rokia Abrogouah

Associate, Financial Services

Jennifer Davis

Senior Manager, Tax Services

Tricia Fulhorst

Coordinator, Office Services

Jill Murray

Director, Client Services

Brendan Baldridge

Senior Associate, Tax Services

Savanna Durr

Associate, Administrative Services

Clare Auger

Director, Client Services

Joe Harris

Director, Information Technology

Stephanie Faupel

Senior Associate, Accounting Services

Madison McCormack

Senior Associate, Financial Services

Julia Porfirjeva

Associate, Accounting Services

Savannah Reed

Associate, Accounting Services

Liz Warren

Senior Manager, Trusts & Estates

Abbi Kirchner

Senior Manager, Trusts & Estates

Lori Lewis

Director, Talent Management

Jason Ellison

Director, Senior Tax Advisor

Reno Cova

Director & General Counsel

Katherine James

Associate, Tax Services

Asia Hemphill

Associate, Administrative Services

Patty Abel

Director, Family Services

Ryan Vandermus

Controller

Veronica Koskovich

Manager, Financial Services

Jett Durr

Associate, Tax Services

Matt Scheible

Director, Client Services

Richard Kuehnle

Managing Partner

Stacie Kerr

Manager, Accounting Services

Mindi Meyer

Associate, Accounting Services

Stephanie Tysdal

Associate, Accounting Services

Vicki Anton

Senior Manager, Accounting & Administrative Services

Lisa Debo

Manager, Office Services

Mike Albert

Director, Client Services

Jess Bober

Associate, Administrative Services