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

Elizabeth Sheehan

Director, Legal Services

Ryan Vandermus


Stacie Kerr

Associate, Financial Services

Tara Peters

Senior Associate, Tax Services

Steven Simmons

Family Advisor, Estate, Trust & Fiduciary Services

Lori Lewis

Director, Talent Management

Joe Harris

Director, Information Technology

Joy Bortle

Coordinator, Office Services

Reno Cova

Director and General Counsel

Mindi Meyer

Associate, Accounting Services

Madison McCormack

Associate, Financial Services

Jill Murray

Senior Manager, Tax and Financial Services

Clare Auger

Director, Tax and Financial Services

Courtney Tebeau

Coordinator, Legal Services

Stephanie Faupel

Associate, Accounting Services

Vicki Anton

Manager, Financial Services

Jennifer Davis

Senior Associate, Tax and Financial Services

Kristy Patterson

Director, Operations & HR

Brandon Harsell

Director, Senior Tax Advisor

Rich Kuehnle

Managing Partner

Wesley Hughen

Associate, Financial Services

Ken Kingma

Director, Estate, Trust & Fiduciary Services

Mike Albert

Manager, Tax and Financial Services

Asia Hemphill

Coordinator, Tax and Financial Services

Patty Abel

Director, Client Services