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

Alex Kilian, CFP^®

Senior Wealth Manager

Erika Lee

Client Services Admin

Areti McCarthy

Client Services

Casey McKillip, MBA, CHSA^®

Retirement Plan Consultant

Stephen Nelson, CFP^®

Wealth Manager

Carl Pinkard, CFP^®

Partner

Neil Plein, CPFA, AIF^®

Senior Retirement Plan Consultant

Karen Price

Director of Operations

Nicole Rice, CPA

Partner + Director

Darin Richards, CFA^®

Partner + Chief Investment Officer

Abbey Rollins, CFP^®

Director of Financial Planning