Michael Wofford, CPA
Controller Michael has over 3 decades of experience in accounting, operations, sales, and marketing. His extensive knowledge of corporate accounting principles includes analyzing corporate financial standings, general ledger, profit and loss, budget management, forecasting, variance analysis, financial reporting, billing, audits, and many other accounting operations. As Controller, Michael is responsible for leading a team that […]
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. As […]
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. Julie […]
Tara D. Maxwell, PHR, SHRM-CP
Partner Family Engagement Founder Management Team Tara has spent more than a quarter of a century in the investment management industry and more than half of that time at Sendero®. She is a partner of the firm and cofounder of SENDEROlegacy, helping families build a healthy relationship with wealth so it remains sustainable for generations […]
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 the spring […]
Kayla Threet
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 technological […]
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 […]