
Our Professionals
Aldrich Professionals


Casey McKillip, MBA, CPFA™, AIF®
Senior Retirement Plan Consultant

Shirley McMillan
Chief Operating Officer

Maddy Morley
Marketing Associate

Karen Ocskasy
Client Service Manager, Private Wealth

Joli Parks
Wealth Practice Coordinator

Kathy Peterson, CPFA™, CRPC®, AIF®
Senior Retirement Plan Consultant

Carl Pinkard, CFP®
Partner

Neil Plein, CPFA™, AIF®
Lead Retirement Plan Consultant

Karen Price
Director of Operations

Tawny Ramones, CFP®, CPA
Director of Financial Planning
