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Meet Our Team

Three business people meeting and looking at a laptop and a document. There is paperwork and other technology on the table, formal business wear.

The experts behind your lasting legacy.

Kevin Albanese

Roundtable Facilitator | Advisor

Kevin Albanese

Fred Ampolini

Roundtable Facilitator | Advisor

Fred Ampolini

Mike Concannon

Roundtable Facilitator | Advisor

Mike Concannon

Bill Egger

Roundtable Facilitator | Advisor

Bill Egger

Mike Flentje

Roundtable Facilitator | Advisor

Mike Flentje

Charlotte Kopp

Business Development Manager

Charlotte Kopp

John Mayes

Director of Operations

John Mayes

Doug McCright

Advisor

Doug McCright

Molly McDaniel

Project Leader | Boot Camp Coordinator

Molly McDaniel

Karen McKee

Executive Assistant | Project Coordinator

Karen McKee

Ben Northey

Roundtable Facilitator | Advisor

Ben Northey

Sara Olson

Project Leader | Financial & Office Manager

Sara Olson
Male and female construction workers discuss the building plans inside the building site

See how our clients have used our services to secure their legacy.

Let’s talk