People
Maximizing opportunities, reducing risk and providing professional oversight to ultra-affluent families
Asia Hemphill
Coordinator, Trusts & Estates
Jess Bober
Coordinator, Tax, Financial & Accounting Services
Liz Warren
Manager, Trusts & Estates
Stephanie Tysdal
Accounting Assistant, Accounting Services
Rokia Abrogouah
Associate, Financial Services
Brendan Baldridge
Senior Associate, Tax Services
Reno Cova
Director & General Counsel
Mindi Meyer
Associate, Accounting Services
Lisa Debo
Manager, Office Services
Julia Porfirjeva
Associate, Accounting Services
Madison McCormack
Senior Associate, Financial Services
Clare Auger
Director, Client Services
Lori Lewis
Director, Talent Management
Vicki Anton
Senior Manager, Accounting Services
Tricia Fulhorst
Coordinator, Office Services
Veronica Koskovich
Manager, Financial Services
Matt Scheible
Director, Client Services
Acenna Dabbs
Associate, Accounting Services
Courtney Tebeau
Coordinator, Client Services
Jill Murray
Director, Client Services
Ryan Vandermus
Controller
Katherine James
Associate, Tax Services
Jett Durr
Associate, Tax Services
Patty Abel
Director, Family Services
Stacie Kerr
Senior Associate, Accounting Services
Abbi Kirchner
Manager, Trusts & Estates
Jennifer Davis
Senior Manager, Tax Services
Joe Harris
Director, Information Technology
Stephanie Faupel
Associate, Accounting Services