A single family office dedicated to outstanding client service.
 

Tom Farace - Chief Executive Officer

Susan Hetterich - Chief Financial Officer

Jennifer Garsin - Finance Director

Karalyn Reitz - Finance Manager

Amanda Herman - Finance Manager

Adam Brunner - Senior Wealth Planner

Meghan Schubmehl - Senior Wealth Planner

Susan Ruef-Statt - Trust Manager

Ella Abdurashitova - Senior Accountant

Alissa Cogan - Senior Accountant

Danyang Zhao - Staff Accountant

Beth W. Morsch - Office Manager

Brenda T. Callahan - Administrative Assistant