People Archive - Page 2 of 4 - 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

Sandi Hawkey, CPA

Manager, Private Client Services

Taylor Hindle, CFP®

Wealth Manager

Tawny Hubbard, CFP^®, CPA

Senior Financial Planner

Joanne Humphrey, CPA, PFS

Director

Linda Jones-Zack

Client Services

Matthew Kanter, CPA

Manager, Private Client Services

Shelly Kieffer

Private Client Services

Marcy Lantz, CPA, CSEP^®

Partner + Director of Tax + Director of Estate Planning

Areti McCarthy

Client Services

Casey McKillip, MBA, CPFA, AIF^®

Senior Retirement Plan Consultant

Shirley McMillan

Chief Operating Officer

Steve Mentzer, CPA, CFP^®, CSEP^®

Senior Manager, Private Client Services