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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.

Leann Klingensmith

Leann Klingensmith

Client Services Associate
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Michael McCarthy, CFP®, CPA/PFS

Michael McCarthy, CPA/PFS, CFP®

President & Chief Executive Officer
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Shannon Cooper

Compliance & Marketing Coordinator
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Alex Price, CFP®
Rachel Dolle, FPQP

Rachel Dolle, FPQP®

Client Services Specialist
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Buzz Miller

Buzz Miller

Staff Accountant
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Justin Linthicum, CPA

Justin Linthicum, CPA, CFP®

Tax Accountant and Associate Financial Planner
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Drew Tignanelli, CFP®, CPA
Stephanie Schwarz

Stephanie Schwarz

Client Services Associate
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Leo Lavezza

Associate Financial Planner
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Jackson Courtney

Associate Financial Planner
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Michelle Seda

Michelle Seda

Director of Operations
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Anne Kern

Anne Kern

Staff Accountant, Certified Intuit QuickBooks ProAdvisor®
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Jeff Will

Jeff Will

Assistant Portfolio Manager
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Chris O’Shea, CFP®, CPA

Chris O’Shea, CPA, CFP®

Chief Investment Officer
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Christina Vaughn

Christina Vaughn

Associate Financial Planner
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Krista Cooper

Client Services Associate
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Alec Sunners

Alec Sunners

Associate Financial Planner
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Madison Bennett, CFP®
Chuck Bender

Chuck Bender, CPA, CFP®

Chief Financial Officer
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Graham Ewing

Graham Ewing, CFP®, MBA

Director of Financial Planning Standards
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Bob Boehner, CFP®, CPA

Bob Boehner, CPA, CFP®

Director of Tax and Accounting Services
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