TAX RESEARCH AND STRATEGY TEAM
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Alice Orzechowski
Wealth Transfer Research and Planning
Alice Orzechowski was born and raised in Washington, DC. She holds BS degrees in Economics…
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Cliff Helfer
Advanced Planning and Strategy
Cliff Helfer was born and raised in the Chicagoland area. He holds a BS Degree…
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Lucinda Weigel
Wealth Transfer Research and Planning
Lucinda M. Weigel is a native of South Dakota and a graduate of Northern State…
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Richard Turnure
Cross-Border Research and Planning
Richard has over 25 years of public accounting experience in a variety of industries, including…