A COMMITMENT TO EXCELLENCE

In All Wo Do

Each family relationship is served by a dedicated team of specialists who work with your existing professional advisors to deliver true concierge wealth management.

Team Members

Each of our client families is served by a team of highly experienced professionals many with advanced certifications including CFAs, CPAs, JDs, and CFPs.

INVESTMENT SPECIALISTS | ACCOUNTANTS | FINANCIAL PLANNERS
TRUST & ESTATE SPECIALISTS | FAMILY COUNSELORS & EDUCATORS | PHILANTHROPY SPECIALISTS

Susan Brown
PartnerCFP®

Hunter Brown
PartnerMBA, CFP®

Diane Compardo
PartnerCPA, CFP®, PFS, AWMA®

Steven Diederich
PartnerCFP®

Gene Diederich
PartnerCFP®, CPA

Logan Finerty
PartnerCFP®, CFA

Jordan Janes
PartnerCFP®

Patrick McGinnis
PartnerCFA, CFP®

Nic Perez
PartnerMBA, CFP®

Al Simmons
Partner

Benjamin Trujillo
PartnerJ.D., LL.M.

Ron Wienstroer
PartnerCPA

Steven Finerty
Partner EmeritusJ.D., CFP®

Aoifinn Devitt
Senior Investment AdvisorMBA, CFP®

Grant Edmunds
Senior AdvisorCFP®

Stephanie Rogers
Senior AdvisorCFA, CFP®

Lindsay Taylor
Senior AdvisorJ.D., CFP®

Elizabeth Sheehan
Senior Family Office StrategistJ.D.

Kevin Nelson
Moneta Family Office

Kenzie Ayala
Family Office Associate

Michael Hojnacki
Family Office Legal Specialist

Drennan Bailey
Family Office AdvisorCPA, MBA, CFP®

Deb Dubin
Chief Philanthropy OfficerCAP®

Yolanda Forkin
Family Office Specialist

Noelle Hogrebe
Family Office Associate

Heather Kline
Senior Family Office AdvisorCPA, CTFA

Katie Knapp
Director of Estate Planning Services

Katie Lewis
Family Office Specialist

Leah Matz
Family Office AdvisorCPA, CFP®

Mindy Mitchell
Private Markets AdvisorCAIA®

Kelly Moore
Vice President of Estate Planning and Trust Services

Debbie Rahn
Family Office SpecialistCTFA, CDFA, CFP®

FACE-TO-FACE. VIRTUAL. PHONE. TEXT.

YOUR COMMUNICATION STYLE IS OURS

We maintain all kinds of relationships with our clients across the globe. So, whether you land in one of our main offices or inside our inbox, we look forward to serving your needs and solving your financial challenges.

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