Leslie Anderson, CPA
President and FounderShort Bio coming soon
Ben Maddrey
Of Counsel, Income TaxShort Bio coming soon
Brandon Hall, CPA
Director of Tax OperationsShort Bio coming soon
Beth Herron
Director of OperationsShort Bio coming soon
Angela Reimels
Tax DirectorTrusts, Foundations, Gifts, and Estates
Short Bio coming soon
Ginger Shields, JD
General CounselTrusts, Foundations, Gifts, and Estates
Short Bio coming soon
Angeline DePaolo, CPA
Director of Family Office TaxShort Bio coming soon
Brandon Brake, CPA
Director of Tax ComplianceShort Bio coming soon
Rhonda Youngdahl, CPA
Director of Family Office AccountingShort Bio coming soon
Aaron Beversdorf
Director of Information SystemsShort Bio coming soon
Drew Rendleman
Director of Client ServicesShort Bio coming soon
Christine Melilli, JD, CPA
Director of Tax PlanningShort Bio coming soon
Adrienne Anderson
Organizational Development Manager
Kim Fuquay
Operations Support Specialist
Judah Janssen, CPA
Income Tax Manager
Trish Mulik
Manager of Business Processes and Optimization
Ann Mcswain
Manager of Fiduciary Operations
Gina Dunham
Senior Client Services Associate
Justin Tuckmantel
Senior Tax Associate
Trinity Mapp
Tax Associate
Eveline Pinger
Family Office Accounting Manager
Amelia Shields
Tax Associate
Michael Crayne
Senior Tax Associate
Karissa Webb
Trust and Tax AssociateAmanda Newport
Senior Family Office AssociateAndrea Sandstrom
Senior Tax Associate
Anna Brinkley
Family Office Accounting Associate
Christian Cantey
Client Services AssociateKaren Coggin
Family Office Accounting AssociateMandi Cottrell
Executive Operations Assistant
Audra Cullen
Executive Operations Assistant
Taylor Hanover
Operations Associate