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The Leaders Building on Our 100-Year Legacy Today

Meet the experienced leaders guiding Councilor forward, strengthening our century-long tradition of trusted advisory services and lasting client relationships.

Meet the Team

 Our leadership team blends decades of experience with a century-long legacy of client focus. They bring insight, perspective, and a collaborative approach to every challenge, guiding clients forward while shaping the future of the profession.

Executive Vice President & Director of Automotive Dealership Services

Executive Vice President & Director of Tax Services

Partner & Director of Professional Services

Partner | Director & CCO of Councilor Wealth

Partner & Director of Tax Services

Senior Advisor | Co-Founder of Councilor Wealth

Estate & Trust Senior Advisor

Director of Office Operations

Director of Human Resources

Director of Employee Benefit Plan Services

Director of Professional Services

Where Dealers Gather, We Do Too

Work with an
Experienced Advisor