MEET THE TEAM

An unmatched depth of expertise with a personalized focus to meet your needs.

Parker Criswell headshot

Parker Criswell

Senior Client Advisor

Learn More

Gerald Frazier 2026 Headshot

Gerald Frazier

Principal, Compliance

Learn More

Anastasia Geminden

Client Advisor

Learn More

Larry Gigerich

Executive Managing Director

Learn More

Lily Hay

Principal, Marketing & Operations

Learn More

Susan Jarvis

Senior Client Advisor

Learn More

Jason Kallio Headshot

Jason Kallio

Senior Principal, Tax

Learn More

Eric Olsen

Senior Mgr. of Research, Data Analysis & Systems

Learn More

Headshot of Amisha Patel

Amisha Patel

Director of Compliance Management Services

Learn More

Josh Riker Headshot 1

Josh Riker

Senior Analyst, Compliance

Learn More

Chad Sweeney

Senior Principal

Learn More

David Umpleby

Principal, Finance

Learn More