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

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

Emma-Anne Lonsford, CPA

Senior Associate

Shelby Martino

Client Services