Meet the team

Shawn Panson Shawn Panson
Private Company Services, Leader
Jeff AbleJeff Able
Private Company Services, Midwest Region Leader

Ken EschKen Esch
Private Company Services, Trendsetter Barometer Leader
Jonathan FlackJonathan Flack
Private Company Services, Sectors and Family Business

David GaulinDavid Gaulin
Law Firm Services,
Leader
Rich HellerRich Heller
Private Company Services,
NY Metro Region Leader

Matt HendricksonMatt Hendrickson
Private Company Services, West Region Leader
Laurie KellyLaurie Kelly
Private Company Services, Marketing Leader

Kristen NoellKristen Noell
Private Company Services, Markets Leader
Brittney SaksBrittney Saks
Personal Financial Services, Leader

Margaret YoungMargaret Young
Private Company Services, East Region Leader
Don WenDon Wen
Private Company Services, Operations Leader

David ZimmermanDavid Zimmerman
Private Company Services,
Tax Strategy Leader

 

Do you have a question or would you like more information? Reach out to a member of our client service team in your market.