
Our Professionals
Aldrich Professionals in:
Private Wealth Tax


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
