The register
Wealth is a relationship business. Meet the specialists who practice tax, legal, and family office as one team.
- 33 specialists
- CPAs · JDs · CFP®s · trustees
- One roof
Blake SchaperCEO | Executive Managing DirectorCPA, MST, CTFA, CEPA
Jake TornowManaging Director, Systems InfrastructureCEPA
Greg WrightManaging Director, StrategyMBA, MSSI, CEPA
Lisa DavisManaging Director, Tax PlanningCPA, MACC
Crystal HenryManaging Director, Legal ServicesEsq.
Griffin BridgersEstate & Tax StrategistJ.D., LL.M
David ArndtManaging Director, Tax ComplianceCPA
Samantha DuganCertified Public AccountantCPA
Gustave ByomCertified Public AccountantCPA
Betty NashCertified Public AccountantCPA
Seth WeilandCertified Public AccountantCPA
Doug BruhnsCertified Public AccountantCPA
Dave IversonCertified Public AccountantCPA
Hugh SingletaryManaging Director, Insurance Planning
Gus HarperAttorneyEsq.
Beth WheelerManaging Director, Trust PlanningMFP, CTEP, RSP
James ChapmanManaging Director, P&C Insurance
Brad AusbandChief Marketing Officer, P&C Insurance
Thomas HendersonAssociate Agent, P&C Insurance
April TuckerManaging Director, Client Experience
Brian BennettMultimedia Specialist | Audio & Video
Stephanie HowardClient Experience Specialist
Will GiesbrechtTax Specialist
Chad AndersonTax Specialist
Mason WirtzTax Specialist
Adam HelmTax Specialist
Nicole DetermannManager of Client Experience
Rhonda HopperstadClient Experience Specialist
April MaddoxInsurance Admin
John TangSenior Software Engineer
Thomas MuffOperations Manager
Jacob ChandlerFintech Strategist and Financial Advisor
Emily ChuteTax Specialist
