The register
Wealth is a relationship business. Meet the specialists who practice tax, legal, and family office as one team.
- 34 specialists
- CPAs · JDs · CFP®s · trustees
- One roof
Blake SchaperCEO | Executive Managing Director
Greg WrightManaging Director, Strategy
Victor WilkersonManaging Director, Planning
Lisa DavisManaging Director, Tax Planning
David ArndtManaging Director, Tax Compliance
Chris DornManaging Director, Operations
Crystal HenryManaging Director, Legal Services
Griffin BridgersEstate & Tax Strategist
Jake TornowManaging Director, Systems Infrastructure
Hugh SingletaryManaging Director, Insurance Planning
Gus HarperAttorney
Gustave ByomCertified Public Accountant
Betty NashCertified Public Accountant
Doug BruhnsCertified Public Accountant
Samantha DuganCertified Public Accountant
Dave IversonCertified Public Accountant
Beth WheelerManaging Director, Trust Planning
James ChapmanManaging Director, P&C Insurance
Brad AusbandChief Marketing Officer, P&C Insurance
Thomas HendersonAssociate Agent, P&C Insurance
Jake DuvallManaging Director, Special Needs Planning
April TuckerManaging Director, Client Experience
Brian BennettMultimedia Specialist | Audio & Video
Jan CoxOperations Manager - Insurance
Julie ConklinOperations Manager, P&C Insurance
Stephanie HowardClient Experience Specialist
Will GiesbrechtTax Specialist
Seth WeilandCertified Public Accountant
Chad AndersonTax Specialist
Mason WirtzTax Specialist
Adam HelmTax Specialist
Nicole DetermannManager of Client Experience
Rhonda HopperstadClient Experience Specialist
April MaddoxInsurance Admin
