Skip to content Skip to footer

Your Financial Home... and Family

We think about our team the same way we think about our clients—like family. With their caring, compassionate nature and proclivity for solving problems, they are the heart and soul of AHC.

If you haven’t met them yet, these are the faces behind the friendly voices on the other end of the phone. Some of them have been with us since the beginning (or close to it)—another testament to our commitment to deep-rooted relationships and connections.

Reach out anytime to say hello and learn more about how we can help!

Principals

Stephen D. Adell

Principal at Adell, Harriman & Carpenter, Inc.

Leia P. Carpenter, CFA

Principal at Adell, Harriman & Carpenter, Inc.

Mark W. Berry

Principal at Adell, Harriman & Carpenter, Inc.

Scot W. Johnson, CFA

Principal & Chief Investment Officer

Stephen D. Adell

Principal at Adell, Harriman & Carpenter, Inc.

Leia P. Carpenter, CFA

Principal at Adell, Harriman & Carpenter, Inc.

Mark W. Berry

Principal at Adell, Harriman & Carpenter, Inc.

Scot W. Johnson, CFA

Principal & Chief Investment Officer

Client Relations Team

These wonderful people are AHC’s heartbeat and energy. If clients need information or need problems magically solved, these team members provide solutions. They make our clients’ financial lives substantially easier and comparatively stress-free, and we’re confident they’ll make your financial life easier as well. If you haven’t met them yet, these are the faces behind the friendly voices on the other end of the phone. As you can see by their tenures, our teammates are deeply invested in AHC and in our clients.

Vicky Brockman

Gizelle Garcia

Celina Koscinski

Jerry Lyons

Emily Murray

Natalie Olivarez

Jana Schunck

Karen Scott

Elizabeth Shaw

Vicky Brockman

Gizelle Garcia

Celina Koscinski

Jerry Lyons

Emily Murray

Natalie Olivarez

Jana Schunck

Karen Scott

Elizabeth Shaw

Reach Out Anytime and Say Hello