About us
Advising successful families across the globe.
Meet our team
We are a dynamic, collaborative, multigenerational team of advisors, planners, and strategists.
-
Aaron Bosch
AdvisorCFP® -
Abby Donnellan
Senior Tax StrategistCPA -
Alec Roussin
Senior Client Service ManagerCPA -
Andrew Phipps
Senior Client Service ManagerCPA, CFP® -
Anna McDonald
Senior Support Specialist – Athlete & Entertainment Services Practice -
Benjamin Trujillo
PartnerJ.D., LL.M. -
Caroline Fugel
AdvisorCFP® -
Diane Compardo
PartnerCPA, CFP®, PFS, AWMA® -
Elizabeth Sheehan
Family Office StrategistJ.D. -
Garrett Reeg
Senior AdvisorMBA, CFP® -
George Astudillo
Senior Client Service Manager -
Grace Joseph
Client Service Administrator -
Grant Edmunds
Senior AdvisorCFP® -
Jack Brooks
Client Service Manager -
Jake Faucett
AdvisorCPA, CFP® -
Joel Fitts
AdvisorCPA -
Jordan Janes
PartnerCFP® -
Kaleb Doyle
Senior AdvisorCPA, CFP®, DACFP -
Katie Hackett
Senior Client Service ManagerCFP® -
Ken Stable
Estate Planning Intern -
Kenzie Wilson
Family Office Coordinator -
Kevin Nelson
Manager of Athlete & Entertainment Services Practice -
Leslie Twillman
Client Service ManagerCPA -
Maddie Clark
Senior Client Service ManagerCPA -
Maddie Westerhold
Senior Client Service ManagerCFP® -
Margie Glenn
AdvisorCPA, CFP® -
Matt Schaller
AdvisorMBA, CFA, CFP® -
Max Hood
Advisor -
Megan Benz
Client Service Administrator -
Megan Merriss
Manager of Marketing and Business Intelligence -
Michael Hojnacki
Client/Operational Support Specialist -
Michelle Beattie
Director of OperationsCPA -
Molly Bryant
Senior Client Service Manager -
Ron Wienstroer
PartnerCPA -
Ryan Matteo
Senior Client Service ManagerCFP® -
Stacy Amstutz
Executive Assistant -
Tracy Pauli
Client Service Administrator -
Trevor Stone
Senior AdvisorCPA , CFP®
How We Succeed for Our Clients
Recent accolades
