People
Maximizing opportunities, reducing risk and providing professional oversight to ultra-affluent families
Patty Abel
Director, Family Services
Rokia Abrogouah
Associate, Financial Services
Jennifer Davis
Senior Manager, Tax Services
Mike Albert
Director, Client Services
Savannah Reed
Associate, Accounting Services
Asia Hemphill
Associate, Administrative Services
Lori Lewis
Director, Talent Management
Abbi Kirchner
Senior Manager, Trusts & Estates
Savanna Durr
Associate, Administrative Services
Vicki Anton
Senior Manager, Accounting & Administrative Services
Matt Scheible
Director, Client Services
Jason Ellison
Director, Senior Tax Advisor
Jess Bober
Associate, Administrative Services
Reno Cova
General Counsel & Director, Legal Services
Stephanie Faupel
Senior Associate, Accounting Services
Jill Murray
Director, Client Services
Stacie Kerr
Manager, Accounting Services
Tricia Fulhorst
Coordinator, Office Services
Brendan Baldridge
Senior Associate, Tax Services
Mindi Meyer
Associate, Accounting Services
Joe Harris
Director, Information Technology
Liz Warren
Senior Manager, Trusts & Estates
Katherine James
Associate, Tax Services
Julia Porfirjeva
Senior Associate, Accounting Services
Madison Finley
Senior Associate, Financial Services
Clare Auger
Director, Client Services
Lisa Debo
Manager, Office Services
Jett Durr
Associate, Tax Services
Richard Kuehnle
Managing Partner
Acenna Dabbs
Associate, Accounting Services