Financial Planning Archives | Aldrich Advisors | Accounting, Benefits, Technology, Wealth

We strive to create a culture which results in success for our clients and our people by hiring individuals who exhibit an entrepreneurial spirit and a desire to lead.

Aldrich Professionals in:

Financial Planning

Abby Bagley, CPA

Senior Manager

Jamie Choi, CPA

Senior Manager

Kayla Cook, CFP^®, MBA

Senior Wealth Manager

Kathy Hahn, CPA

Senior Manager

Sandi Hawkey, CPA

Tax Senior Manager

Matthew Kanter, CPA, CFP^®

Senior Manager

Steve Mentzer, CPA, CFP^®, CSEP^®

Senior Manager

Carl Pinkard, CFP^®, CEPA

Partner

Tawny Ramones, CPA

Director of Financial Planning

Matt Risser, CPA

Manager

Abbey Rollins, CFP^®

Partner + Lead Advisor

Diana Strassmaier, CPA, CCIFP^®

Partner