
Our Professionals
Aldrich Professionals


Liza Hatfield
Client Services Specialist

Taylor Hindle, CFP®
Wealth Manager

Grace Hornecker
Investment Analyst

Dann Horowitz
Associate Retirement Plan Consultant

Jennifer Howard
Associate - Tax

Linda Jones-Zack
Senior Client Services Specialist

Matthew Kanter, CPA, CFP®
Senior Tax Manager

Shelly Kieffer
Client Experience Administrator - Tax

Marcy Lantz, CPA, CSEP®
Partner + Director of Private Wealth Tax

Miles Lewis
Trader
