
Our Professionals
Aldrich Professionals


Joanne Humphrey, CPA, PFS
Director

Linda Jones-Zack
Client Services

Matthew Kanter, CPA
Manager, Private Client Services

Shelly Kieffer
Private Client Services

Alex Kilian, CFP®
Senior Wealth Manager

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

Steve Mentzer, CPA, CFP®, CSEP®
Senior Manager, Private Client Services

Jon Metz
Associate Retirement Plan Consultant
