Private Wealth Tax 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:

Private Wealth Tax

Joylyn Ankeney, CPA

Director of India

Mark Birge, CPA, JD, PFS

Partner Emeritus

Meghan Burton, CPA

Senior Manager

Matthew Kanter, CPA, CFP^®

Senior Manager

Shelly Kieffer

Client Experience Administrator

Marcy Lantz, CPA, CSEP^®

Partner + Director of Private Wealth Tax

Steve Mentzer, CPA, CFP^®, CSEP^®

Senior Manager

Sezon Whitmire, CPA

Senior Manager