Advisory support

Aaron Mellman

Senior Planning Associate

Alishia DuBois

Senior Planning Associate

Beth Downer

Senior Tax Specialist
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Bowman “Rye” Thayer

Senior Planning Associate

Charlie Boinske

Planning Associate

Cheryl Miller

Tax Specialist

Chia Yang

Planning Associate

Elizabeth Daniels

Senior Planning Associate

Gabriella Harding

Planning Associate

Grant Hoffman

Planning Associate

Heidi Clark

Planning Systems and Platform Administrator, Principal

Jock Zollinger

Planning Associate

Julie Wilkerson

Tax Specialist

Karen Augliera

Planning Associate

Katie Wilken

Tax Services Administrator
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Keith Andreasen

Planning Associate

Marion Marre

Planning Associate

Marley Smith

Planning Associate

Michael George

Senior Planning Associate

Millicent Carter

Planning Associate Manager

Molly Rimes

Senior Planning Associate

Omar Parker, Jr.

Planning Associate

Sallie Williams

Planning Associate

Sherry Davis

Planning Associate
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Will Benner

Senior Planning Associate
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William (Bill) McGowan

Senior Planning Associate

Other roles

Our hearts go out to all those impacted by Hurricane Helene. At this time, our Asheville office is closed, and communication will be redirected to one of our other locations where someone can assist you.