Our Team

Michael Agostinelli
CPA, PFS
Affiliated Partner
Vincent Aparicio
Associate Accountant
Nicole Booth
CPA
Senior Manager/Manager In Charge, Tax
John Burgdorf
CPA
Senior Accountant
Tom Calverase
Senior Accountant
Kirsten Champlin
CPA
Senior Manager/Manager In Charge, A&A
Jamie Cook
Experienced Associate Accountant
Matt Cronk
Experienced Associate Accountant
Gary DeBellis
CPA, PFS
Shareholder
Maureen Dempsey-Frazer
Director of HR/Operations
Anthony Desiato
Senior Accountant
Glenna Durwin
Paraplanner & Qualified Plans Assistant
Todd Eaton
CPA
Shareholder
David Edmondson
CPA
Director of Business Tax Group
Tanner Erdman
Experienced Associate Accountant
Ryan Frank
Senior Accountant
Ryan Fuller
CPA
Manager, A&A
Laurie Gardner
Administrative Assistant
Patrick George
CPA, PFS
Affiliated Partner
Gregory Gillette
IT Manager
Thomas Guider
Experienced Associate Accountant
Steve Heumann
Experienced Associate Accountant
Samuel Irvine
CFP®, CRPC®
Financial Consultant
Investment Advisor Representative
Joshua Johannes
Senior Accountant
Chad Johnston
Experienced Associate Accountant
Jennifer Jones
CPA
Chief Executive Officer
Sharon Kemp
Senior Accountant
Scott Kogler
CPA, PFS
President
Johnny Koppen
Experienced Associate Accountant
David Lamendola
Network Administrator
Julia Larkin
Senior Accountant
Marisol Martinez
Senior Administrative Assistant
Nicole Mendick
Experienced Associate Accountant
Gregory Miller
CPA, PFS, CVA
Shareholder
Marisa Monachino
Client Operations Specialist
Sheila Monachino
CPA
Shareholder
Jeanne Morelli
CPA, PFS
Affiliated Partner
David Nau
Data Operations Assistant
Jacquelyn Nixon
A&A Process Coordinator
Megan O'Connor
Senior Marketing Analyst, Lead Administrative Assistant
Oluwatosin Ogundele
Senior Accountant
Angella O’Hara
ChFC®, FPQP™
Operations Manager
Kerri Orbach
Experienced Associate Accountant
Francis Ostrom
CFP®, CBEC®
Director of Financial Services
Lewis Palomeque
CPA
Manager A&A
Nicholas Piehler
CPA
Shareholder
David Pitcher
CPA, PFS
Shareholder
James Przepiora
CPA
Senior Accountant
Kristi Randazzo
CPA
Manager, Tax
Luke Rath
Experienced Associate Accountant
Kim Rugenstein
Receptionist
Christopher Sassone
CFP®, CLTC®
Financial Consultant
Investment Advisor Representative
Brian Sauers
CPA
Shareholder
James Shaw
CPA, PFS
Affiliated Partner
Paula Sippel
Senior Accountant
Jeanne Stockmaster
Senior Accountant
Leah Sun
Senior Accountant
Jeanette Townsend
CPA
Principal
Stephanie Urso
Senior Accountant
Sean Wegman
CPA
Shareholder
Michelle Weisenbeck
Senior Accountant
Walter Whitfield
Wealth Care Operations Assistant
Brandon Wilson
Experienced Associate Accountant
Melissa Zwerka
Office Manager

Exciting News: We've moved to a new location!

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