People
Maximizing opportunities, reducing risk and providing professional oversight to ultra-affluent families
Acenna Dabbs
Associate, Accounting Services
Rokia Abrogouah
Associate, Financial 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