Employees

Esther Barnette

Executive Administrator

Esther Barnette is the Executive Administrator for the principals of the firm and project manager. Esther also performs numerous portfolio money management services.
 
Her primary job duties are providing clerical, operational and personal support to the principals, federal & state compliance, employee & trustee audits, client relations, providing staff support and assisting in the training and daily functions of our money management department and CPAlliance™ program.