Family Office

Family Office, Strategy/Expertise

Adam Kotz

Director/Senior Wealth Advisor
[email protected]

Andrew Welzel

Director/Senior Wealth Advisor
[email protected]

Christine Wentzler

Senior Wealth Advisor
[email protected]

Jana Shoulders

Managing Director/Senior Wealth Advisor
[email protected]

Jenika Cook

Senior Wealth Advisor
[email protected]

Julie Smith

Senior Wealth Consultant
[email protected]

Justin Richter

Senior Wealth Advisor
[email protected]

Rusty Gallagher

Senior Wealth Advisor
[email protected]

Family Office Services

Christine Wentzler

Senior Wealth Advisor
[email protected]

Jennifer Murawski

Wealth Consultant
[email protected]

Julie Smith

Senior Wealth Consultant
[email protected]

Katie Fitzgerald

Senior Wealth Consultant/Principal
[email protected]

Matt Brady

Senior Wealth Advisor
[email protected]

Mike McAndrews

Director/Senior Wealth Advisor
[email protected]

Working with family offices

Julie Smith

Senior Wealth Consultant
[email protected]

Justin Richter

Senior Wealth Advisor
[email protected]

Katie Fitzgerald

Senior Wealth Consultant/Principal
[email protected]

Accounting, estate planning, and administration

Jeremy Welther

Director/Senior Wealth Advisor
[email protected]

Katie Fitzgerald

Senior Wealth Consultant/Principal
[email protected]

Mike McAndrews

Director/Senior Wealth Advisor
[email protected]

Rusty Gallagher

Senior Wealth Advisor
[email protected]

Foundations

Jennifer Kohlbacher

Director, Tax
[email protected]