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

Joe Harris

Director - Information Technology

Vicki Anton

Associate - Financial Services

Lori Lewis

Director - Talent Management

Madison McCormack

Associate - Financial Services

Kristy Patterson

Director - Operations & HR

Ken Kingma

Director - Estate, Trust & Fiduciary Services

Elizabeth Sheehan

Associate General Counsel

Brandon Harsell

Director - Senior Tax Advisor

Traci Benhardt

Senior Administrative Assistant

Patty Abel

Director - Client Services

Jill Murray

Senior Manager - Tax and Financial Services

Mike Albert

Senior Associate - Tax and Financial Services

Maddie Hanlen

Senior Associate - Tax and Financial Services

Julie Cammarata

Associate - Financial Services

Rich Kuehnle

Managing Director

Reno Cova

Director and General Counsel

Paul Vogel

CEO and Founder - Argos Family Office

Courtney Tebeau

Administrative Professional

Kerri White

Executive Assistant