A single family office dedicated to outstanding client service.
 

Tom Farace, Chief Executive Officer
Susan Hetterich, Chief Financial Officer
Ginny Clark, Executive Director, Foundation
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, HR Manager
Brenda T. Callahan, Administrative Assistant
Helen Nguyen, Administrative Assistant