Our Professionals

The entrepreneurial spirit and love for serving our clients that exist in our people today will continue to drive us to achieve success for our clients in the years to come.

– Scott Barchus, Partner

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Joylyn Ankeney, dental accountant and consultant

Joylyn Ankeney, CPA

Partner, Estate Planning + Wealth Transfer
Scott Barchus's headshot in black and white in office space.

Scott Barchus, CPA, PFS

Partner, Founder + Co-Director of Aldrich Wealth Family Office
Amanda's BW Headshot

Amanda L. Bridwell

Senior Client Service Specialist
Kayla Cook's headshot in black and white in office space.

Kayla Cook, CFP®, MBA

Partner + Lead Advisor

Marcus David, CPFA™

Associate Retirement Plan Consultant
Jackson Davis, Associate Advisor at Aldrich Wealth

Jackson Davis, CFP®

Wealth Manager
Luan Dollens' headshot in black and white in office space.

Luan Dollens, CPFA®, IACCP®

Chief Compliance Officer
Aldrich Wealth, Liza Thomas Client Services

Liza Hatfield

Senior Client Services Specialist
Grace Hornecker's headshot in black and white in office space.

Grace Hornecker, CIMA®

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

Dann Horowitz, CPFA™, AIF®

Retirement Plan Consultant
Jennifer Howard, Aldrich CPAs + Advisors

Jennifer Howard, CPA

Senior Associate, Private Wealth Tax

Joe Hutchinson, CFA®

Senior Investment Strategist
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