
Leslie Anderson, CPA
President and Founder
Ben Maddrey
Of Counsel, Income Tax
Brandon Hall, CPA
Senior Director, Income Tax
Beth Herron
Director of Operations
Angela Reimels
Senior Director, Fiduciary Tax
Ginger Shields, JD
General CounselTrusts, Foundations, Gifts, and Estates

Angeline DePaolo, CPA
Director of Family Office Tax
Brandon Brake, CPA
Director of Tax Compliance
Rhonda Youngdahl, CPA
Director of Family Office Accounting
Aaron Beversdorf
Director of Information Systems
Drew Rendleman
Director of Client Services
Christine Melilli, JD, CPA
Director of Tax PlanningJohn Lopez, CPA
Income Tax Director
Kim Fuquay
Operations Support Specialist
Judah Janssen, CPA
Income Tax Manager
Trish Mulik
Manager of Business Processes and Optimization
Adrienne Anderson
Organizational Development Manager
Ann Mcswain
Manager of Fiduciary Operations
Justin Tuckmantel, CPA
Senior Tax Associate
Gina Dunham
Senior Client Services Associate
Amelia Shields, EA
Tax Associate
Taylor Hanover
Tax Associate
Michael Crayne
Senior Tax Associate
Karissa Webb, EA
Trust and Tax Associate
Anna Brinkley
Family Office Accounting Associate
Rosemary Lee
Senior Family Office Associate
Brittany Simeon
Assistant to General Counsel
