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Amy Heim

Principal

Lauren Owoc

Shareholder

Nate O’brien

Senior Manager Of Business Valuations

Mark C. Kelly

Shareholder, Director of the Bel Air Office and Co-Chair of the Personal Financial Services Group

Michael J. Agetstein

Of Counsel

Michael L. Gentry

Cpa, Ccifp, Cca

Michele Armstrong

Cpa, Ccifp

M. Kent Thomas

Cpa, Ccifp, Cca

Katie Fortwengler

Shareholder

Trey Gailey

Director

Clark Stratmeyer

Supervisor

Lauren Caldwell Owoc

Shareholder

Janet Wood

Manager

Samantha Cameron

Human Resources Manager

Alexandria Rapson

Senior Tax Accountant

Ryan Bonhoff

Staff Accountant

Peter Andoh

Senior Tax Accountant

Wuming Xia

Senior Accountant

Phoebe Barger

Manager

Madelyn Goodale

Supervisor

Clem Mueller

Shareholder

Joel B. Charkatz

Of Counsel

Steven A. Gershman

Shareholder And Co-chair Of The Personal Financial Services Group