People

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

Lisa Debo

Manager, Office Services

Mindi Meyer

Associate, Accounting Services

Liz Warren

Manager, Trusts & Estates

Brendan Baldridge

Senior Associate, Tax Services

Madison McCormack

Senior Associate, Financial Services

Rich Kuehnle

Managing Partner

Stephanie Tysdal

Accounting Assistant, Accounting Services

Joe Harris

Director, Information Technology

Clare Auger

Director, Client Services

Rokia Abrogouah

Associate, Financial Services

Jennifer Davis

Senior Manager, Tax Services

Acenna Dabbs

Associate, Accounting Services

Veronica Koskovich

Manager, Financial Services

Jett Durr

Associate, Tax Services

Patty Abel

Director, Family Services

Matt Scheible

Director, Client Services

Jill Murray

Director, Client Services

Asia Hemphill

Associate, Administrative Services

Katherine James

Associate, Tax Services

Julia Porfirjeva

Associate, Accounting Services

Tricia Fulhorst

Coordinator, Office Services

Ryan Vandermus

Controller

Lori Lewis

Director, Talent Management

Jess Bober

Associate, Administrative Services

Stacie Kerr

Manager, Accounting Services

Mike Albert

Director, Client Services

Jason Ellison

Director, Senior Tax Advisor

Vicki Anton

Senior Manager, Accounting Services

Reno Cova

Director & General Counsel

Abbi Kirchner

Manager, Trusts & Estates

Stephanie Faupel

Senior Associate, Accounting Services