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

Madison McCormack

Associate, Financial Services

Jennifer Davis

Senior Associate, Tax and Financial Services

Patty Abel

Director, Client Services

Joy Bortle

Coordinator, Office Services

Steven Simmons

Family Advisor, Estate, Trust & Fiduciary Services

Brandon Harsell

Director, Senior Tax Advisor

Stacie Kerr

Associate, Financial Services

Reno Cova

Director and General Counsel

Ken Kingma

Director, Estate, Trust & Fiduciary Services

Asia Hemphill

Coordinator, Tax and Financial Services

Kristy Patterson

Director, Operations & HR

Joe Harris

Director, Information Technology

Elizabeth Sheehan

Director, Legal Services

Ryan Vandermus


Lori Lewis

Director, Talent Management

Clare Auger

Director, Tax and Financial Services

Julie Cammarata

Associate, Financial Services

Vicki Anton

Manager, Financial Services

Kerri White

Executive Assistant

Jill Murray

Senior Manager, Tax and Financial Services

Rich Kuehnle

Managing Partner

Maddie Hanlen

Senior Associate, Tax and Financial Services

Mike Albert

Manager, Tax and Financial Services

Courtney Tebeau

Coordinator, Legal Services