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Your fiduciary advisers

Credentialed planners, a portfolio analyst and a tax specialist share every household’s file at Alder Crown Advisory, working together rather than to a commission quota. Each profile below names the role, the two services it leads and the moment to ask for it.

One adviser holds a file from the first conversation onward. Where a question belongs to a colleague the two work it together, and the client is not handed along.

  • A person writing on a form at a wooden table, cropped below the shoulders so no face is visible.

    Principal

    Eleanor Kessler

    Managing principal and senior wealth adviser

    CFP® and CPWA® designations, a NAPFA fee-only member and 17 years in advisory work.

    Eleanor founded Alder Crown Advisory so that Charlotte families could take fiduciary counsel with no product quota sitting behind it. Holding the CERTIFIED FINANCIAL PLANNER™ certification and the Certified Private Wealth Advisor® credential, she leads comprehensive plans, retirement income design, business-owner liquidity questions and reviews that span several generations of one family, and she sets the scope for every equity compensation engagement before the modelling begins.

    Ask for this role when a retirement, a company sale or a family transition needs one plan around it.

  • A pair of hands at a keyboard on a desk, photographed close and in shallow focus.

    Supporting role

    Curtis Amory

    Senior tax and retirement planning adviser

    Tax is often the largest single cost a household meets in its peak earning years and early retirement, so Curtis reads every advisory client’s return line by line. A CPA/PFS and CFP® professional with 13 years in tax and wealth strategy, he models multi-year Roth conversion schedules, the order in which retirement accounts are drawn, and the tax position of an owner approaching a sale, always alongside the client’s own tax preparer.

    Ask for this role when a retirement date or a sale has put a tax deadline on the decision.

  • The nib of a fountain pen resting on a sheet of handwritten ruled paper.

    Supporting role

    Naomi Halvorsen

    Director of client operations and estate coordination

    Naomi makes sure a written plan turns into accounts that are actually set up the way it says. A CFP® professional with nine years in custodial administration and trust coordination, she moves accounts across without an unintended tax event, works directly with each family’s estate attorney on beneficiary and revocable trust registrations, and handles Required Minimum Distributions and charitable transfers. Legal drafting stays with the attorney.

    Ask for this role when accounts, trusts or beneficiaries need to be brought into line with a plan.

  • A hand resting a pen above an open notebook of handwritten figures, cropped short of any face.

    Supporting role

    Julian Rhodes

    Chief investment officer and portfolio strategist

    Julian directs investment research, portfolio construction and fixed-income management across every discretionary account, and supplies the investment side of each comprehensive plan. A CFA® charterholder with an M.S. in quantitative finance, he spent a decade on institutional endowments and private separate accounts before joining the practice, and his attention stays fixed on fund expenses, tax drag and needless turnover.

    Ask for this role when a portfolio carries layered fund fees or too much of one company’s stock.

Which adviser leads which question

The six services are led by the four advisers above. The comprehensive plan and ongoing wealth management each have two people on them, because most households begin with one and many move into the other. A visitor may ask for a particular adviser through the contact form; availability is confirmed separately.

A portfolio has grown expensive or lopsided
Portfolio strategistReads fund costs, tax drag and concentration before anything is sold.
You want one written plan for the household
Managing principalLeads the flat-fee plan, with the scope and fee in writing first.
A retirement date is in view
Tax and retirement adviserSequences withdrawals, Roth conversions and the Social Security claim.
A business and a household are entangled
Tax and retirement adviserModels the after-tax result of a sale before the terms are agreed.
Trusts, titles or beneficiaries need updating
Client operations directorWorks beside your estate attorney; no legal drafting here.
Company stock is most of your net worth
Managing principalScopes an equity compensation plan around vesting and tax years.

Begin with a discovery conversation

It carries no charge, and it ends either with a written proposal and fee worth agreeing or a clear statement that none of the six mandates fits.

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