Our Team

Our Team

Alex Brewer, CPA

Endowment Accounting & Training Specialist
Client Experience
“Keep your eyes on the stars, and your feet on the ground.” – Theodore Roosevelt
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Amy Cotterell

Client Onboarding Advisor
Client Experience
“Carpe Diem, Seize the day!”
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Becky Asher

Vice President, Operations
Leadership
“The best way to find out if you can trust somebody is to trust them.” – Ernest Hemingway
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Chris Michaelis

Endowment Accounting Specialist
Client Experience
“It never hurts to ask – the answer is always no if you don’t.”
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Cosley Campbell, RYT

Operations/HR Administrator
Client Experience
“Change is inevitable. Growth is optional.” – John Maxwell
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Elisabeth Richardson, CPA

Client Onboarding Manager
Client Experience
“If opportunity doesn’t knock, build a door.” – Milton Berle
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Jenn Barker

Assistant Director of Onboarding & Special Projects
Client Experience
“We are what we repeatedly do. Excellence, then, is not an act but a habit.” – Aristotle
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Johanna Gross, CPA

Client Onboarding Advisor
Client Experience
“If you want to fly, give up everything that weighs you down” – Buddha
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Jon Anderson

Assistant Director, Inbound Support
Client Experience
“The clearest way into the Universe is through a forest wilderness.” – John Muir
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Kala Zornow, CMA

Client Onboarding Advisor
Client Experience
“We cannot solve our problems with the same thinking we used when we created them.” – Albert Einstein
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Lisa Clark

Assistant Director of Client Engagement
Client Experience
“You must live in the present, launch yourself on every wave, find your eternity in each moment.” – Henry David Thoreau          
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Megan Page

Special Projects Advisor
Client Experience
“A person’s mind, stretched to a new idea, never goes back to its original dimension.” – Oliver Wendell Holmes
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Michelle Watts, CPA

Endowment Accounting Specialist
Client Experience
“Life is to be lived, not postponed.”

Monica Duffell

Sr. SQL Database Technician
Client Experience
“There are no ordinary people… You have never talked to a mere mortal…” – C.S. Lewis
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Robert Preseau

Manager, SQL Services
Client Experience
“Everyday is a new opportunity to reach that goal.” – William Leonard Roberts II
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