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
Chief Executive Officer, Partner
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.
Noah Marell
Chief Operating Officer
Noah brings over 15 years of financial services leadership to his role as Chief Operating Officer at Aprio Wealth Management. He has a proven track record of leading cross-functional teams and driving growth initiatives at firms including The Mather Group, Creative Planning, and Wipfli. Noah is recognized for developing scalable solutions and collaborative partnerships that align stakeholders, organizational strategies and operations to fuel firm growth and enhance client experience.
Additional information about Noah Marell is available on the SEC’s Website.
Simeon Wallis, CFA
Chief Investment Officer, Partner
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
Partner, Wealth Advisor
Davi has more than 25 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
Partner, Advisor
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®
Partner, Wealth Advisor
Madeleine Batson is a Tax Partner 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®
Director, Wealth Advisor
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.
Marc Leven, CFP®
Director, Wealth Advisor
Marc has 10 years of experience helping high net worth families navigate their financial futures. A true client advocate, Marc is passionate about empowering clients with the timely and contextual advice they need to achieve their financial goals and make important decisions with confidence.
Additional information about Marc Leven is available on the SEC’s website.
Srbo Radisavljevic, CFP®, CEPA®
Partner, Wealth Management
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
Regional Lead, Wealth Advisor
As a Regional Lead and Wealth Advisor, Marci brings over 15 years of experience guiding high-net-worth individuals and families through all stages of wealth management. Her specialties include financial education for women and strategic planning for technology executives. Marci delivers tailored solutions for stock options, equity compensation, and multigenerational legacy planning. She collaborates closely with Aprio tax team members to capture value and ensure financial strategies are thoughtfully aligned with each client’s short- and long term goals.
Additional information about Marci Kerr is available on the SEC’s website.
Victor Krasij, CFA
Director, Wealth Advisor
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
Partner, Retirement Plan Services
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.
Scott J. Barnas, MBA, CFP® ChFC®
Senior Financial Planner
Scott has created over 2,000 custom financial plans for clients including executives, business owners and high net worth individuals, as well as authoring a book on financial planning best practices. He works closely with Aprio tax advisors to provide clients the best contextual insights and ensure planning and implementation are aligned with their strategies and financial objectives.
Additional information about Scott is available on the SEC’s website.