skip to Main Content

Our Team

As a Financial Consulate client, you are supported by the entire Consulate team. While unique and gifted individuals can do excellent work, collaboration brings a depth and breadth of knowledge, wisdom, and understanding to each of your questions and thoughts. Accountability and humility meet as our financial planning engagements are completed by not one, but two (or more) planners and all investment decisions are managed by a committee, led by Drew Tignanelli.

Justin Linthicum, CPA

Justin Linthicum, CPA, CFP®

Tax Accountant and Associate Financial Planner
read more
Buzz Miller

Buzz Miller

Staff Accountant
read more
Graham Ewing

Graham Ewing, CFP®, MBA

Director of Financial Planning Standards
read more
Madison Bennett, CFP®
Leann Klingensmith

Leann Klingensmith

Client Services Associate
read more
Rachel Dolle, FPQP

Rachel Dolle, FPQP®

Client Services Specialist
read more
Bob Boehner, CFP®, CPA

Bob Boehner, CPA, CFP®

Director of Tax and Accounting Services
read more
Anne Kern

Anne Kern

Staff Accountant, Certified Intuit QuickBooks ProAdvisor®
read more
Drew Tignanelli, CFP®, CPA
Chris O’Shea, CFP®, CPA

Chris O’Shea, CPA, CFP®

Chief Investment Officer
read more

Peter Geier

Associate Financial Planner
read more
Christina Vaughn

Christina Phebus

Associate Financial Planner
read more

Krista Cooper

Office Manager & Marketing Coordinator
read more

Jackson Courtney, CFP®

Associate Financial Planner
read more
Alec Sunners
Michael McCarthy, CFP®, CPA/PFS

Michael McCarthy, CPA/PFS, CFP®

President & Chief Executive Officer
read more
Stephanie Schwarz

Stephanie Schwarz

Client Services Specialist
read more
Chuck Bender

Chuck Bender, CPA, CFP®

Chief Financial Officer
read more

Michelle Seda

Director of Operations
read more
Jeff Will

Jeff Will

Assistant Portfolio Manager
read more
Back To Top