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

President + Partner

Mark Birge, CPA, JD, PFS

Partner Emeritus - Tax

Diana Burrows

Client Service Manager, Corporate Retirement Plans

Meghan Burton, CPA

Senior Tax Manager

Timothy Carkin, CAIA, CMT

Director of Portfolio Management

Matthew Casatico

Associate Advisor

Kayla Cook, CFP^®, MBA

Senior Wealth Manager

Jackson Davis, CFP^®

Associate Advisor

Luan Dollens, CPFA®, IACCP®

Chief Compliance Officer

Melanie Gibson

Client Service Plan Specialist, Corporate Retirement Plans

Tom Gilbers, CFP^®

Senior Financial Planner