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

Joy Bortle

Office Coordinator

Madison McCormack

Associate, Financial Services

Courtney Tebeau

Coordinator, Legal Services

Jennifer Davis

Manager, Tax Services

Jill Murray

Senior Manager, Tax Financial & Accounting Services

Brandon Harsell

Director, Senior Tax Advisor

Kristy Patterson

Director, Operations & HR

Joe Harris

Director, Information Technology

Vicki Anton

Manager, Accounting Services

Ryan Vandermus


Ken Kingma

Advisor, Estate, Trust & Fiduciary Services

Reno Cova

Director & General Counsel

Lori Lewis

Director, Talent Management

Clare Auger

Director, Tax, Financial & Accounting Services

Patty Abel

Director, Family Services

Stephanie Faupel

Associate, Accounting Services

Wesley Hughen

Associate, Financial Services

Asia Hemphill

Coordinator, Tax, Financial & Accounting Services

Rich Kuehnle

Managing Partner

Tara Peters

Senior Associate, Tax Services

Stacie Kerr

Associate,Accounting Services

Mindi Meyer

Associate, Accounting Services

Mike Albert

Manager, Financial Services