About Us

Our Firm

Aurelius Family Office is a Registered Investment Advisory (RIA) firm that specializes in generational wealth and in-depth financial planning and analysis. As a team, we pride ourselves in going above and beyond client expectations to recognize hidden financial issues and opportunities. We’re your partners in financial planning for every stage of life.

Our Team

Mark Witaschek - Aurelius Family Office

Mark Witaschek

Founder & Managing Principal

Mark is the founder and managing principal of Aurelius Family Office LLC. He also is the lead financial planner for a seasoned client management team that prides itself on seeking the best results possible for a given set of client opportunities and goals. With more than four decades of work in comprehensive financial planning, he is energized by the client successes he sees and continues to improve the team’s offerings always striving to exceed expectations.
More About Mark Witaschek


Plymouth State College

Professional History

An enthusiastic part of the Financial Planning profession since its early days in 1982, Mark most recently directed the New Hampshire team of McLean Asset Management Corporation as Senior Vice President of Financial Planning for more than 13 years. Working with many lifelong clients and a long-term, seasoned team of financial planning experts at Aurelius Family Office will optimize the goal helping clients execute “Financial Planning for Every Stage of Life”.

Professional Certifications & Affiliations

Member, Financial Planning Association and New Hampshire Estate Planning Council 

Greatest Professional Satisfaction

Having a client walk out of a meeting and say to me, “Working with you has made my life better.”

Community Involvement

Mark has served as a board member of a number of community organizations including Breathe NH, the Manchester Historic Association, the Allocations Committee of Granite United Way and Stage One Productions as president. He is an alumnus of the Leadership Greater Manchester program. Mark serves as a Eucharistic Minister at his parish, St. Elizabeth Seton. A former Emergency Medical Technician, he combined service with a passion for skiing as a ski patroller for a number of years. 

Greatest Personal Satisfaction

Growing with my family, teaching and learning with them; my wife and seven children are such an incredible blessing. Our youngest has more to love, an extra chromosome, along with medical challenges; our entire family is richer for the gifts she offers daily!

Brenda Winslow - Aurelius Family Office

Brenda Winslow, AIF®, GPHR®

Chief Operating Officer and Chief Compliance Officer

Brenda has more than 25 years of experience in financial services including brokerage and RIA operations, compliance, and human resources. She currently serves as the Chief Compliance Officer, Chief Operating Officer, and is also a member of the Aurelius Investment Committee.
More About Brenda Winslow, AIF®, GPHR®


Walsh University; Bachelor of Arts in Management

Professional History

Brenda began her career with a regional broker-dealer in Ohio, working as a licensed sales assistant for 9 years until joining a Registered Investment Advisory (RIA) firm. She has served in various capacities with several Ohio RIA firms including Operations Manager, Human Resources Manager, and Chief Compliance Officer. As a consultant, she has advised RIA firms in the areas of operations, information technology, human resources, and compliance.

Professional Certifications & Affiliations

  • Accredited Investment Fiduciary (AIF®)
  • Global Professional in Human Resources (GPHR®)

Greatest Professional Satisfaction

Providing the resources needed by our advisory teams that make their work lives less stressful, which ultimately means they can provide a higher level of service to our clients.

Greatest Personal Satisfaction

My husband and I love to travel internationally and treasure our experiences with new cultures, new foods, and great wine.

Morgan Rogers - Aurelius Family Office

Morgan Rogers, CFA, CAIA

Director, Investment Operations

Morgan is the Investment Operations Manager at Aurelius where he supervises client investment accounts and leads the Investment Committee. He has more than six years of experience in financial services including advisory, compliance, and operations roles.
More About Morgan Rogers, CFA, CAIA


University of Florida, Bachelor’s degree in Business Management

Professional History

Morgan began his career with a national broker-dealer in Florida, working as a licensed financial advisor. He is a former Signals Intelligence Analyst in the U.S. Army, serving two combat deployments with the Central Command Crisis Response Force. He has managed trading operations and served on the investment committee for a registered investment advisory firm in Colorado.

Professional Certifications & Affiliations

Chartered Financial Analyst (CFA) charterholder
Chartered Alternative Investment Analyst (CAIA) charterholder

Greatest Professional Satisfaction

Working alongside our advisory team to tailor investment solutions and navigate markets so clients can reach their financial goals.

Greatest Personal Satisfaction

My wife and I enjoy watching our daughter grow and experience the many mountain adventures Colorado has to offer, whether it is hiking, skiing, or rock climbing.

Jake Alden - Aurelius Family Office

Jake Alden

Investment Operations Associate

Jake is an Investment Operations Associate at Aurelius where he assists with portfolio allocations, rebalancing, portfolio reconciliation, and trading. Prior to joining the Aurelius team, Jake worked at a Multi Single-Family Office in Boston, MA on the Client Service Team.
More About Jake Alden


Jake earned a B.S. in Business Administration degree at Southern New Hampshire University.

Professional Satisfaction

Working alongside a highly talented team focused on creating and executing tailored solutions for each client’s unique financial circumstances.

Community Involvement

Jakes volunteers his time helping maintain his local hiking and mountain biking trail networks.

Greatest Personal Satisfaction

I love to spend time with family and friends, Camping & Hiking in New Hampshire’s White Mountains, or depending on the season, mountain biking, skiing, fly fishing or hunting throughout New England.

Gordon Nelson - Aurelius Family Office

Gordon L. Nelson, CPA, CFP®

Director, Financial Planning

Gordon has almost 30 years of experience in financial services including public accounting and as a financial advisor. Gordon is a financial and tax planner at Aurelius where he helps clients solve a variety of financial, estate planning, and tax issues.
More About Gordon L. Nelson, CPA, CFP®


Utah State University, Master’s degree in accounting with an emphasis in tax.

Professional History

Gordon began his career in public accounting, including time as a partner in a CPA firm, providing tax planning and preparation, business accounting and consulting, and estate and charitable giving planning. After several years in public accounting, he spent the next 20 years as a financial advisor helping people with financial, tax, estate, and charitable gift planning along with investment management. 

Professional Certifications & Affiliations

Certified Public Accountant (CPA)

Certified Financial Planner (CFP®)

Greatest Professional Satisfaction

Using the skills and life experiences I have to help other people find peace of mind in dealing with the sometimes-stressful situations life and financial markets can bring.

Greatest Personal Satisfaction

My wife and I enjoy being parents to and spending time with five wonderful daughters and our entire family.  I’m passionate about spending time in wild and remote places either pursuing large fish with a fly rod in hand or hunting big game.

Greg Barishian - Aurelius Family Office

Greg Barishian, CPA, CFP®

Director, Tax Planning

Greg has over 25 years as a CPA and in recent years has worked as a financial planner with a local firm.
More About Greg Barishian, CPA, CFP®


Bryant University, Bachelor of Science in Finance and Master of Science in Taxation.

Professional Certifications and Affiliations

Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER® (CFP®)

Professional Satisfaction

Working on financial plans that allow clients to see how to achieve their financial goals and can be confident the Aurelius Family Office will be there to help them through their journey. It is very satisfying to know that our guidance is objective and that recommended decisions are in the client’s best interest.

Community Involvement

While Greg is willing to volunteer for different organizations, more recently has become involved with the non-profit, Dorcas International. Greg’s involvement includes assisting refugee families with resettlement in R.I. Greg is also part of a group of volunteers in his town of Glocester, providing maintenance to historic cemeteries.

Greatest Personal Satisfaction

Striking a work/life balance. Enjoy working on home projects, spending time with family and friends and making time to volunteer.

Heather Wolfe - Aurelius Family Office

Heather Wolfe, FPQP™

Managing Director, Operations

Heather joined Aurelius Family Office as the Managing Director of Operations. She has over 20 years of experience in financial services focused on client service, trading, and account management.
More About Heather Wolfe, FPQP™

Greatest Professional Satisfaction

Operations is a unique position within a firm in that we interface with so many aspects of a client’s financial life including the custodians, banks, attorneys, accountants, family members and of course, the clients themselves. We also work closely with the advisors to help their visions for the client come to light. I take personal satisfaction from being part of the team who’s goal each day is to help someone else work towards achieving their goals. I also take great satisfaction from being able to help and support my team members within the Aurelius Family Office.

Professional Certifications & Associations

Financial Paraplanner Qualified ProfessionalSM (FPQP®)

Greatest Personal Satisfaction

Having two high school age children, life can be chaotic and hectic. I find personal satisfaction sitting down to dinner with my children, listening to how their day has been and what kinds of plans they have for the future. When I find time, I enjoy hiking but most days I at least try to squeeze in a quick walk around my neighborhood with my dog.

Billie Jo - Aurelius Family Office

Billie Jo McDermott

Operations Associate

More About Billie Jo McDermott

Professional History

Billie Jo has built a strong client service background over the years in a variety of industries. She started her career in telecommunications as a Customer Service Rep for a large corporation. During the years that her children were young, she changed direction and took on client support roles for a lender and a financial software company. Billie Jo has also held various positions contributing to the growth of a New Hampshire based all-natural personal care company, including customer service, office management, and business development. More recently she worked for a busy Southern New Hampshire real estate attorney prior to joining Aurelius Family Office.

Professional Satisfaction

Having worked for companies large and small I have found the most satisfaction when working with a close-knit team that shares the desire to succeed. I enjoy developing new skills and contributing to the success of a company through client relations and support.

Personal Satisfaction

I love spending time with my two teenage sons and my husband, whether it be running around with the kid’s busy schedules or just relaxing at home. When I’m not busy with family or working, I like to get away to the beach. I find nothing more energizing than the warm sunshine and the salt water.

*For additional details on the credentials mentioned, please visit this link.

Our Process

Get Acquainted - About Us - Aurelius Family Office

Get Acquainted

We take a truly customized approach to financial planning, which is why we take the time to understand your current financial situation, as well as your goals for the future.

Discovery Meeting

We utilize the information you provide to develop an in-depth understanding of your goals. We then formulate a mutually agreeable scope of work for our analysis and recommendations.
About Us - Discovery - Aurelius Family Office
Mutual Commitment - About Us - Aurelius Family Office

Mutual Commitment Meeting

Shortly after the discovery meeting, we come back to you with a written plan addressing your primary concerns and formulate a plan for working together.

Advanced Planning Overview

Our written initial plan includes an outline for the full development of a comprehensive financial plan, generally completed within 6 months of the beginning of our relationship.

Planning Overview - About Us - Aurelius Family Office
About Us - Aurelius Family Office - Woman with computer talking to another woman

Recurring Planning Meetings

45 days following the mutual commitment meeting, we follow up with additional steps of the financial planning process, including implementation. We continue that until your plan is complete.

Frequently Asked Questions

We do not have a minimum asset level but our services may not be best suited for everyone.  Our typical client has between $2 million and $5 million of investable assets, but we also serve clients below and well above those levels. During our discovery process we can assess your current financial situation and then provide insight as to how we might manage your portfolio after we have prepared a detailed financial plan that will cover many aspects of your financial life including asset allocation, investment management, retirement and goal funding projections, tax planning, estate planning, cash flow and distribution planning, debt and risk management, and charitable gifting.

Our fees are negotiable depending upon the depth and complexity of your personal financial situation. We will discuss fees with you in our initial conversations and then outline those fees in your Wealth Management Agreement.

Most clients prefer that we deduct our fees directly from their investment accounts. If that is not an option, we can send you an invoice quarterly.

We believe in a well-diversified, passively indexed portfolio that takes into account your comfort level with risk versus the need for portfolio growth to meet your future financial goals. We primarily use a mix of mutual funds, exchange traded funds (ETFs), and cash reserves to develop your portfolio.  As you enter new life stages, your portfolio will be adjusted as your time horizon and financial circumstances change. For clients with well funded goals, we utilize a unique approach to reducing investment risk that stages retirement income to significantly lower the risk during the initial period of retirement, extending higher risk growth investments to later years. This unique “two tier” retirement structure puts long standing academic theories about reduced retirement risk into practice.

Yes, we do! Clients have the choice of in-person or virtual meetings as well as telephone consultations whether you are local to our New Hampshire or Virginia offices or anywhere across the United States or abroad.

We recommend that you use one of the custodians we work with directly as we have access to more favorable custodial pricing and mutual fund classes than you would typically receive on the retail side. Working with our custodians also allows us to place trades and deduct fees directly from your investment accounts. If you decide to remain with your current custodian, we have options that we can discuss for your advisor to manage your accounts most effectively.

We do not provide legal advice, but we can provide analysis on various matters related to real estate investments such as mortgages, tax implications, and cash flows.

While we do not prepare tax returns, we do review returns and prepare annual tax projections looking for ways to minimize your tax obligation. We will work closely with your tax preparer to identify overlooked tax savings opportunities. If desired, we can refer you to a tax preparer with whom we have a close working relationship.

Ready to Work With Us?

Show/Hide Form

Submit Issues Below:

Download app https://www.getcloudapp.com/apps - and follow the instructions - https://get.cloudapp.help/hc/en-us/categories/202624767 - to upload screenshot.