People Archive - Page 2 of 3 - 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 Proffesionals

Linda Jones-Zack

Client Services

Matthew Kanter, CPA

Manager, Private Client Services

Shelly Kieffer

Private Client Services

Alex Kilian, CFP^®

Senior Wealth Manager

Areti McCarthy

Client Services

Casey McKillip, MBA, CPFA, AIF^®

Retirement Plan Consultant

Steve Mentzer, CPA, CFP^®, CSEP^®

Senior Manager, Private Client Services

Jon Metz

Associate Retirement Plan Consultant

Stephen Nelson, CFP^®

Wealth Manager

Kathy Peterson, CPFA, CRPC^®

Senior Retirement Plan Consultant

Carl Pinkard, CFP^®

Partner

Neil Plein, CPFA, AIF^®

Senior Retirement Plan Consultant