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Brandon Butcher, CPA

Director of Tax Planning

Courtney Murnen

Tax Advisor

Dan Larson, CPA, CFP®

Vice President

Harjot Singh

Tax Associate

James C. Oliger, CFP®

Senior Fund Analyst

Jason Hass, CPA, CFP®

Senior Tax Advisor

John Ristau, CPA

Tax Advisor

Jordan Yeggy

Senior Tax Advisor

Mary Kate Dee

Tax Associate

Shane Wilson

Tax Advisor

Sherri Hitsman

Tax Administrator

Trishna Shah Keiser, CPA

Senior Tax Advisor