People Archive - Aldrich Wealth

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

Aldrich Professionals

Joylyn Ankeney, CPA

Senior Tax Manager

Scott Barchus, CPA, PFS

Partner

Mark Birge, CPA, JD, PFS

Partner Emeritus - Tax

Diana Burrows

Client Service Manager, Corporate Retirement Plans

Meghan Burton, CPA

Senior Tax Manager

Matthew Casatico

Associate Advisor

Tyler Conroy, CFP^®

Financial Planner

Kayla Cook, CFP^®

Senior Wealth Manager

Jackson Davis

Associate Advisor

Luan Dollens

Director of Compliance

Sydney Duimovich, CFP^®

Wealth Manager

Shelby George

Client Services