People

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

Asia Hemphill

Coordinator, Trusts & Estates

Jess Bober

Coordinator, Tax, Financial & Accounting Services

Rich Kuehnle

Managing Partner

Jason Ellison

Director, Senior Tax Advisor

Liz Warren

Manager, Trusts & Estates

Stephanie Tysdal

Accounting Assistant, Accounting Services

Rokia Abrogouah

Associate, Financial Services

Brendan Baldridge

Senior Associate, Tax Services

Reno Cova

Director & General Counsel

Mindi Meyer

Associate, Accounting Services

Lisa Debo

Manager, Office Services

Julia Porfirjeva

Associate, Accounting Services

Madison McCormack

Senior Associate, Financial Services

Clare Auger

Director, Client Services

Lori Lewis

Director, Talent Management

Vicki Anton

Senior Manager, Accounting Services

Tricia Fulhorst

Coordinator, Office Services

Veronica Koskovich

Manager, Financial Services

Matt Scheible

Director, Client Services

Acenna Dabbs

Associate, Accounting Services

Courtney Tebeau

Coordinator, Client Services

Jill Murray

Director, Client Services

Ryan Vandermus

Controller

Katherine James

Associate, Tax Services

Jett Durr

Associate, Tax Services

Patty Abel

Director, Family Services

Stacie Kerr

Senior Associate, Accounting Services

Abbi Kirchner

Manager, Trusts & Estates

Jennifer Davis

Senior Manager, Tax Services

Joe Harris

Director, Information Technology

Stephanie Faupel

Associate, Accounting Services

Mike Albert

Senior Manager, Client Services