People

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

Patty Abel

Director, Family Services

Rokia Abrogouah

Associate, Financial Services

Stephanie Tysdal

Associate, Accounting Services

Veronica Koskovich

Manager, 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

Ryan Vandermus

Controller