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

Sandi Hawkey, CPA

Manager, Private Client Services

Tawny Hubbard, CFP^®, CPA

Financial Planner

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^®

Retirement Plan Consultant

Steve Mentzer, CPA, CFP^®, CSEP^®

Senior Manager, Private Client Services

Jon Metz

Associate Retirement Plan Consultant