Get to know your team

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 Counsel
Trusts, 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 Planning

John 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

Trinity Mapp, CPA

Tax Associate

Amelia Shields, EA

Tax Associate

Michael Crayne

Senior Tax Associate

Karissa Webb, EA

Trust and Tax Associate

Anna Brinkley

Family Office Accounting Associate

Amanda Newport

Senior Family Office Associate

Andrea Sandstrom

Senior Tax Associate

Jessica Lehmkuhl

Senior Family Office Associate


Rosemary Lee

Senior Family Office Associate

Christian Cantey

Client Services Associate

Brittany Simeon

Assistant to General Counsel

Karen Coggin

Family Office Accounting Associate

Mandi Cottrell

Executive Operations Assistant

Taylor Hanover

Tax Associate

Audra Cullen

Executive Operations Assistant