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

Reno Cova

Director and General Counsel

Julie Cammarata

Associate, Financial Services

Ken Kingma

Director, Estate, Trust & Fiduciary Services

Clare Auger

Director, Tax and Financial Services

Maddie Hanlen

Senior Associate, Tax and Financial Services

Patty Abel

Director, Client Services

Vicki Anton

Manager, Financial Services

Mike Albert

Manager, Tax and Financial Services

Steven Simmons

Managing Director

Jill Murray

Senior Manager, Tax and Financial Services

Brandon Harsell

Director, Senior Tax Advisor

Stacie Kerr

Associate, Financial Services

Ryan Vandermus


Lori Lewis

Director, Talent Management

Joy Bortle

Coordinator, Office Services

Rich Kuehnle

Managing Director

Courtney Tebeau

Coordinator, Legal Services

Elizabeth Sheehan

Manager, Legal Services

Joe Harris

Director, Information Technology

Kristy Patterson

Director, Operations & HR