People

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

Steven Simmons

Family Advisor, Estate, Trust & Fiduciary Services

Ken Kingma

Advisor, Estate, Trust & Fiduciary Services

Jennifer Davis

Manager, Tax Services

Lori Lewis

Director, Talent Management

Madison McCormack

Associate, Financial Services

Wesley Hughen

Associate, Financial Services

Clare Auger

Director, Tax, Financial & Accounting Services

Mike Albert

Manager, Financial Services

Stacie Kerr

Associate,Accounting Services

Brandon Harsell

Director, Senior Tax Advisor

Jill Murray

Senior Manager, Tax Financial & Accounting Services

Rich Kuehnle

Managing Partner

Joy Bortle

Office Coordinator

Mindi Meyer

Associate, Accounting Services

Courtney Tebeau

Coordinator, Legal Services

Ryan Vandermus

Controller

Patty Abel

Director, Family Services

Asia Hemphill

Coordinator, Tax, Financial & Accounting Services

Kristy Patterson

Director, Operations & HR

Vicki Anton

Manager, Accounting Services

Reno Cova

Director & General Counsel

Joe Harris

Director, Information Technology

Stephanie Faupel

Associate, Accounting Services

Tara Peters

Senior Associate, Tax Services