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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.

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Dann Horowitz's headshot in black and white in office space.

Dann Horowitz, CPFA™

Retirement Plan Consultant
Casey McKillip's headshot in black and white in office space.

Casey McKillip, MBA, CPFA™, AIF®

Lead Retirement Plan Consultant
Kathy Peterson's headshot in black and white in office space.

Kathy Peterson, CPFA™, AIF®, CRPC®

Director of Corporate Retirement Plans
headshot of Neil Plein, CPFA, AIF®, lead retirement plan consultant for Aldrich Wealth's corporate retirement plan team, who was just named the 2024 recipient of the Stephen M. Tatone Servant Leadership Award.

Neil Plein, CPFA™, AIF®

Lead Retirement Plan Consultant
Heather Wonderly's headshot in black and white in office space.

Heather Wonderly, AIF®, CPFA™

President + CEO, Aldrich Wealth
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