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

Mary Alston

Administrative Assistant

Mary Alston

Fred Ampolini

Roundtable Facilitator | Advisor

Fred Ampolini

Mike Concannon

Roundtable Facilitator | Advisor

Mike Concannon

Mike Flentje

Roundtable Facilitator | Advisor

Mike Flentje

Rob Hoover

Roundtable Facilitator | Advisor

Rob Hoover

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
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