People

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

Stacie Kerr

Senior Associate, Accounting Services

Tara Peters

Senior Associate, Tax Services

Jennifer Davis

Manager, Tax Services

Mindi Meyer

Associate, Accounting Services

Jill Murray

Senior Manager, Tax Financial & Accounting Services

Stephanie Tysdal

Accounting Assistant, Accounting Services

Stephanie Faupel

Associate, Accounting Services

Ryan Vandermus

Controller

Rich Kuehnle

Managing Partner

Brendan Baldridge

Senior Associate, Tax Services

Asia Hemphill

Coordinator, Trusts & Estates

Kristy Patterson

Director, Operations & HR

Clare Auger

Director, Tax, Financial & Accounting Services

Brandon Harsell

Director, Senior Tax Advisor

Patty Abel

Director, Family Services

Lisa Debo

Manager, Office Services

Courtney Tebeau

Coordinator, Client Services

Vicki Anton

Manager, Accounting Services

Joe Harris

Director, Information Technology

Lori Lewis

Director, Talent Management

Julia Porfirjeva

Associate, Accounting Services

Jess Bober

Coordinator, Tax, Financial & Accounting Services

Madison McCormack

Senior Associate, Financial Services

Jett Durr

Associate, Tax Services

Rokia Abrogouah

Associate, Financial Services

Mike Albert

Manager, Financial Services

Reno Cova

Director & General Counsel