TAX RESEARCH AND STRATEGY TEAM

Alice Orzechowski

Wealth Transfer Research and Planning

Alice Orzechowski was born and raised in Washington, DC. She holds BS degrees in Economics…
Cliff Helfer

Advanced Planning and Strategy

Cliff Helfer was born and raised in the Chicagoland area. He holds a BS Degree…
Lucinda Weigel

Wealth Transfer Research and Planning

Lucinda M. Weigel is a native of South Dakota and a graduate of Northern State…
Richard Turnure

Cross-Border Research and Planning

Richard has over 25 years of public accounting experience in a variety of industries, including…