Randy Abeles

Randy Abeles is a private client services partner in the RSM US Chicago office, and a member of the firm’s national family office team. He has 40 years of tax and personal financial planning experience. Randy is an MST, who advises family offices, owners of highly successful privately held businesses and other significantly high-net-worth investors. … Continue reading Randy Abeles

Virginia H. Grigg

Virginia H. Grigg Christian & Barton, LLP 909 E. Main Street, Suite 1200 Richmond, VA  23219 804-697-4154 vgrigg@cblaw.com Ms. Grigg is an attorney with Christian & Barton, L.L.P., where her primary area of practice is in trusts and estates.  Ms. Grigg received her B.A., cum laude, from James Madison University and her J.D. from T. C. Williams … Continue reading Virginia H. Grigg

Susan M. Tillery

Susan M. Tillery, CPA/PFS is President & CEO of Paraklete® Financial, Inc. Paraklete®provides integrated fee-for-service personal financial planning and virtual family office services, without asset management or product sales.The firm acts as An Advocate in Financial Services® for its clients with a disciplined focus on independence and objectivity. Susan is also a co-founder and President of Financial Planning Advocate, … Continue reading Susan M. Tillery

Jaclyn Lee

Managing Associate Editor jaclyn.lee@lewissaret.com Jaclyn Lee is a recent graduate of Georgetown University’s School of Foreign Service, where she majored in Science, Technology & International Affairs with a concentration in Energy and Environment and a certificate in International Development. She is the current Vice President of the Senegal-based nonprofit Natangué Sénégal and has worked in … Continue reading Jaclyn Lee