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

Jett Durr

Associate, Tax Services

Reno Cova

Director & General Counsel

Stephanie Tysdal

Accounting Assistant, Accounting Services

Courtney Tebeau

Coordinator, Client Services

Joe Harris

Director, Information Technology

Brendan Baldridge

Senior Associate, Tax Services

Jill Murray

Senior Manager, Tax Financial & Accounting Services

Lisa Debo

Manager, Office Services

Rokia Abrogouah

Associate, Financial Services

Tricia Fulhorst

Coordinator, Office Services

Ryan Vandermus


Lori Lewis

Director, Talent Management

Rich Kuehnle

Managing Partner

Tara Peters

Senior Associate, Tax Services

Mike Albert

Manager, Financial Services

Stacie Kerr

Senior Associate, Accounting Services

Madison McCormack

Senior Associate, Financial Services

Patty Abel

Director, Family Services

Jennifer Davis

Manager, Tax Services

Julia Porfirjeva

Associate, Accounting Services

Mindi Meyer

Associate, Accounting Services

Clare Auger

Director, Tax, Financial & Accounting Services

Stephanie Faupel

Associate, Accounting Services

Jess Bober

Coordinator, Tax, Financial & Accounting Services

Vicki Anton

Manager, Accounting Services