Mark Kuhn, CPA

Mark founded Kuhn Advisors in 1993 with a goal of applying the principles of endowment management he honed during his twenty-year career with Duke University to help families achieve their financial dreams. Mark earned his MBA and B.A. from Duke University. He is also a licensed Certified Public Accountant in North Carolina. Mark resides in Durham, North Carolina and serves on the boards of several community and philanthropic organizations.

Scott Ranby, MBA, CPA, CFP®

Growing up, Scott’s mom was the sole provider for him and his brother – all on a schoolteacher’s salary. That experience taught Scott the value of work and making financially responsible decisions. Scott’s goal is to help clients ignore the daily noise of the investment world and focus on building long-term habits for financial success. Scott earned his MBA from the University of North Carolina. He graduated summa cum laude from the University of Arizona with a B.S. in Business Administration. He is also a licensed Certified Public Accountant in Arizona, North Carolina, and Colorado. He serves on the Investment Committee of the Colorado Society of CPAs. Scott is a CERTIFIED FINANCIAL PLANNER™ professional.

Carter Ellis, CFP®

Carter embraces the complexities of each client’s unique situation and works alongside them to develop and implement strategies that fit their particular needs. Carter holds a B.S. in Finance with a concentration in personal financial planning from Virginia Tech. He is a CERTIFIED FINANCIAL PLANNER™ professional.

Susan Demeri

Financial Advisor Assistant

Julie Ellis

Financial Advisor Assistant

Taylor Schmaltz
CFP®, MBA

Financial Advisor

Anne Baber

Operations Manager

Sylvia Scott

Executive Assistant

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.