Our Philanthropic Financial Planning Team.
You stand for something. We stand with you. Our impact-driven team aims to create real change, together.
Meet a few of our changemakers.
Emily Vennerstrom
PRESIDENT
Emily Vennerstrom
Leah Barr
SENIOR DIRECTOR
Leah Barr
Gina Bathe
Senior Associate
Gina Bathe
Rob Bardot
FINANCE LEAD
Rob Bardot
Caitlin Abram
LEGAL LEAD
Caitlin Abram
Michael Vedders
MARKETING LEAD
Michael Vedders
Sarah Rushford
TAX LEAD
Sarah Rushford
Jacob Murray
CLIENT SERVICE LEAD
Jacob Murray
Taylor Moore
OPERATIONS LEAD
Taylor Moore
Women Operated. Community Minded.
Our team’s unique perspectives on generosity are supported by our combined experience working across the philanthropic sector, paired with being women-led and operated.