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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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Carlsbad
Portland/Lake Oswego
Salem
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Joylyn Ankeney, CPA
Partner, Estate Planning + Wealth Transfer
Scott Barchus, CPA, PFS
Partner, Founder + Co-Director of Aldrich Wealth Family Office
Mark Birge, CPA, JD, PFS
Partner Emeritus - Tax
Meghan Burton, CPA
Director, Private Wealth Tax
Jennifer Howard, CPA
Senior Associate, Private Wealth Tax
Marcy Lantz, CPA, CSEP
®
Partner, Private Wealth Tax
Emma-Anne Lonsford, CPA
Senior Associate, Private Wealth Tax
Sezon Whitmire, CPA, CFP®
Senior Manager, Private Wealth Tax
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Who We Serve
Private Wealth
Aldrich Wealth Family Office
Aldrich Executive
Business Owners
Physicians
Women’s Alliance
Building Wealth
Private Wealth
Aldrich Wealth Family Office
Aldrich Executive
Business Owners
Physicians
Women’s Alliance
Building Wealth
What We Do
Private Wealth
Investment Management
Financial Planning
Insurance Consulting
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Investment Management
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Who We Serve
Private Wealth
Aldrich Wealth Family Office
Aldrich Executive
Business Owners
Physicians
Women’s Alliance
Building Wealth
Private Wealth
Aldrich Wealth Family Office
Aldrich Executive
Business Owners
Physicians
Women’s Alliance
Building Wealth
Private Wealth
Investment Management
Financial Planning
Insurance Consulting
Tax Advisory
Estate Planning
Investment Management
Financial Planning
Insurance Consulting
Tax Advisory
Estate Planning
Corporate Retirement Plans
Investment Management
Recordkeeping Consulting
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Employee Education Services
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Investment Management
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Employee Education Services
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About Us
Who We Are
People
Career Opportunities
Disclosures + Form CRS
Who We Are
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Disclosures + Form CRS
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Financial Planning Resource Library
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