Let’s define the future together.
Since the founding of our affiliated CPA firm, Aprio, LLP, in 1952, the Aprio companies have focused on helping our clients make more money and keep more of the money they make. Aprio Wealth Management continues this tradition. We are committed to investing in the best talent and technology to provide you the very best service experience.
Meet the Team

Keith Greenwald
As the CEO of Aprio Wealth Management and Partner-in-Charge of Private Client Services, Keith provides guidance to Aprio advisors ensuring that our client’s needs always come first. Keith is also responsible for managing Aprio’s qualified, non-qualified and executive benefits plan services and the firm’s insurance services.
Additional information about Keith Greenwald is available on the SEC’s website.

Simeon Wallis, CFA
Simeon is the Chief Investment Officer of Aprio Wealth Management and the Director of Aprio Family Office. He brings to his role two decades of professional investing experience in publicly traded and privately held companies as well as senior-level operating and strategy consulting experience.
Additional information about Simeon Wallis is available on the SEC’s website.

Davi Kutner, CFP® CEPA
Davi has more than 15 years of financial advisory and wealth management experience. He works closely with high-net-worth individuals and families guiding them along their financial journeys.
Additional information about Davi Kutner is available on the SEC’s website.

Richard Schriefer
Richard is a financial advisor with over 20 years of experience serving high-net-worth individuals, executives, and owners of closely held family businesses across the Northeast. He also works closely with personal injury plaintiff attorneys and their clients, offering structured settlement solutions that protect and preserve financial awards. His specialties include asset management, financial planning, and risk management.
Additional information about Richard Schriefer is available on the SEC’s website.

Madeleine Batson, CPA, CFP®
Madeleine Batson is a Director of Tax for Aprio Wealth Management. She works closely with high-net-worth individuals and business owners to create integrated tax and wealth strategies that align and support personal and professional financial goals. Madeleine’s career began with PwC and includes more than 15 years of experience advising global clients on matters, such as international tax, multistate tax, retirement planning and investment advice. She is passionate about taking away the stress of taxes and finances by simplifying complex issues and “pulling it all together” to help clients grow their wealth and succeed in life.
Additional information about Madeleine Batson is available on the SEC’s website.

Caroline Dougher, CPWA®, CFP®
As a director and wealth advisor for Aprio Wealth Management and Dental Wealth Management, Caroline Dougher helps high-net-worth individuals and families as well as executives and business owners implement sophisticated and personalized wealth strategies to achieve their goals.
Additional information about Caroline Dougher is available on the SEC’s website.

Srbo Radisavljevic, CFP®, CEPA®
Srbo has 27 years of experience in all the major financial planning areas that guide clients through the complexities of building a financial plan that leads them toward success. He focuses on the purpose of the client’s money and help them achieve their goals. Srbo earns the client’s trust by being a great listener and problem solver, while providing tailored solutions.
Additional information about Srbo Radisavljevic is available on the SEC’s website.

Marci Kerr
Marci has over 15 years of wealth management experience and is passionate about empowering women with the knowledge to gain financial independence. Mandy has worked with local women’s groups to provide education on how to build financial security during life transitions.
Additional information about Marci Kerr is available on the SEC’s website.

Victor Krasij, CFA
Victor Krasij specializes in providing proactive, integrated financial planning, investment management and tax coordination to help high-net-worth individuals, families, business owners and entrepreneurs achieve their financial goals. Victor also has experience providing investment advice and strategic financial planning solutions to nonprofits and institutions.
Additional information about Victor Krasij is available on the SEC’s website.

Michael Saulnier
Michael is the Director of Aprio’s Retirement Plan Services group which partners with clients to create successful retirement programs through guidance in the creation, execution and monitoring of policies and procedures that help mitigate fiduciary risk and accomplish corporate goals.
Additional information about Michael Saulnier is available on the SEC’s website.