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

Mindi Meyer

Associate, Accounting Services

Stephanie Tysdal

Accounting Assistant, Accounting Services

Courtney Tebeau

Coordinator, Client Services

Joe Harris

Director, Information Technology

Julia Porfirjeva

Associate, Accounting Services

Jennifer Davis

Senior Manager, Tax Services

Stacie Kerr

Senior Associate, Accounting Services

Lori Lewis

Director, Talent Management

Rokia Abrogouah

Associate, Financial Services

Mike Albert

Senior Manager, Client Services

Stephanie Faupel

Associate, Accounting Services

Patty Abel

Director, Family Services

Jett Durr

Associate, Tax Services

Madison McCormack

Senior Associate, Financial Services

Ryan Vandermus


Rich Kuehnle

Managing Partner

Clare Auger

Director, Tax, Financial & Accounting Services

Jill Murray

Director, Client Services

Jess Bober

Coordinator, Tax, Financial & Accounting Services

Reno Cova

Director & General Counsel

Tricia Fulhorst

Coordinator, Office Services

Veronica Koskovich

Manager, Financial Services

Vicki Anton

Senior Manager, Accounting Services

Lisa Debo

Manager, Office Services

Brendan Baldridge

Senior Associate, Tax Services