Ian Sale
Partner | President | Chief Operating Officer Executive Committee With nearly three decades of experience, Ian is an innovative leader in the financial services industry. He specializes in business operations, strategic development, team leadership, client services, and executive management across front and back-office functions. Ian has a passion for collaborating with all departments within the […]
Katherine LeFlore Smelko
Partner Liaison | Philanthropic Specialist Katherine excels in providing support to executives at an elevated level. She joined Sendero® in 2023 with more than 2 decades of experience in international business, federal, state, and local government. She supported executives and leadership with political fundraising, including 3 presidential campaigns, party national conventions, and a presidential inauguration. […]
Jesse Rabadan
Accountant II Joining Sendero® in 2023, Jesse brings with him valuable accounting knowledge and experience. He gained his accounting skills as a full charge bookkeeper at RicoRock Inc., and as an accountant at Maverick Construction of Texas. Jesse studied accounting and finance at Texas Lutheran University in Seguin and played football before earning his accounting […]
Julie K. Gerron, CFA
General Counsel | Chief Compliance Officer Julie has comprehensive experience in the investment management industry, overseeing legal and compliance programs, advising senior management on strategic, legal, and compliance matters, and developing and implementing corporate policies and procedures. At Sendero®, she utilizes this expertise to benefit clients and colleagues in a climate of constantly changing regulations. […]
Tara D. Maxwell, PHR, SHRM-CP
Partner | Family Engagement Founder Management Team Member Tara has nearly three decades of industry experience, focused on providing exceptional client and employee experiences. She was a part of the original team that founded Sendero® in 2008. Tara was initially a Managing Director and later promoted to Vice President before being named Partner in 2020. […]
Kristina Craig, CPA, CGMA®
Partner | Chief Financial Officer | Vice President Estate & Tax Management Team With over two decades of experience, Kristina has an extensive background and valuable knowledge in estate planning and tax matters. Along with her experience, she brings strong leadership and management capabilities to Sendero® that help build strategies for future growth. Kristina joined Sendero® in […]
Kayla Nickleberry Williams
Marketing Coordinator Kayla is an experienced marketing professional with knowledge of a variety of industries. She is dedicated to getting the best results possible for Sendero® and the people we serve. As Marketing Coordinator, Kayla is responsible for supporting, coordinating, and implementing marketing initiatives. Kayla joined Sendero® in 2022 from the specialty marketing agency Transcendental […]
Diane M. Connor
AP/AR Accounting Specialist Diane has a strong background in finance given her experience working at a credit union and directly with auto dealers in the finance department of a Big Three auto company. She is undeterred by the complexity of details, making her an outstanding asset to Sendero’s accounting team. As an Accounts Payable/Accounts Receivable […]
David Dale
Partner | Director of Information Technology With nearly three decades of information technology and network engineering experience, David brings systemized business processes and advanced technology solutions to Sendero®, helping to drive the firm and its clients forward. He joined Sendero® in 2012 and is responsible for ensuring that the firm stays ahead of the constantly evolving […]
David H. Coull
Senior Systems Administrator David is committed to making technology a tool that ensures a secure and seamless experience for Sendero’s clients and employees. After more than three decades working in IT, his expertise in systems management, financial compliance and data protection is invaluable. He continuously seeks new ways to improve cyber security and is always […]