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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.

Michael McCarthy, CFP®, CPA/PFS

Michael McCarthy, CPA/PFS, CFP®

President & Chief Executive Officer
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Justin Linthicum, CPA

Justin Linthicum, CPA, CFP®

Tax Accountant and Associate Financial Planner
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Chris O’Shea, CFP®, CPA

Chris O’Shea, CPA, CFP®

Chief Investment Officer
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Rachel Dolle, FPQP

Rachel Dolle, FPQP®

Client Services Specialist
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Michelle Seda

Director of Operations
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Bob Boehner, CFP®, CPA

Bob Boehner, CPA, CFP®

Director of Tax and Accounting Services
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Anne Kern

Anne Kern

Staff Accountant, Certified Intuit QuickBooks ProAdvisor®
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Chuck Bender

Chuck Bender, CPA, CFP®

Chief Financial Officer
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Drew Tignanelli, CFP®, CPA
Leann Klingensmith

Leann Klingensmith

Client Services Associate
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Madison Bennett, CFP®
Jeff Will

Jeff Will

Assistant Portfolio Manager
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Graham Ewing

Graham Ewing, CFP®, MBA

Director of Financial Planning Standards
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Alec Sunners

Krista Cooper

Office Manager & Marketing Coordinator
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Buzz Miller

Buzz Miller

Staff Accountant
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Stephanie Schwarz

Stephanie Schwarz

Client Services Specialist
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