Michael Agostinelli, CPA, PFS
Affiliated Partner
Nicole Booth, CPA
Senior Manager/Manager In Charge, Tax
Tom Calverase
Senior Accountant
Kirsten Champlin, CPA
Senior Manager/Manager In Charge, A&A
Jamie Cook
Senior Accountant, Audit & Accounting
Matt Cronk
Experienced Associate Accountant
Gary DeBellis, CPA, PFS
Affiliated Parter & Financial Advisor
Maureen Dempsey-Frazer
Director of HR/Operations
Anthony Desiato
Senior Accountant
Glenna Durwin, ChFC
Financial Planner & Operations Manager
Rick Dyer
Director of Financial Services and Operations
Tammy Edelbach, CPA
Chief Financial Officer
David Edmondson, CPA
Director of Business Tax Group
Tanner Erdman
Experienced Associate Accountant
JP Fountain, EA
Supervisor, Estates & Trusts
Ryan Frank
Senior Accountant
Ryan Fuller, CPA
Manager, A&A
Patrick George, CPA PFS
Affiliated Partner & Financial Advisor
Gregory Gillette
IT Manager
Thomas Guider
Senior Accountant, Audit & Accounting
Deanna Gutta
Senior Financial Advisor
Steve Heumann
Experienced Associate Accountant
Edwin Hoefler, CPA
Senior Accountant, Audit & Accounting
Samuel Irvine, CFP®, CRPC®, MBA
Senior Financial Consultant, Investment Advisor Representative
Joshua Johannes
Senior Accountant
Chad Johnston
Experienced Associate Accountant
Jennifer Jones, CPA
Chief Executive Officer & Financial Advisor
Sharon Kemp
Senior Accountant
Scott Kogler, CPA, PFS
President & Financial Advisor
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 & Financial Advisor
Marisa Monachino
Client Services Assistant
Sheila Monachino, CPA
Shareholder & Financial Advisor
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
Kerri Orbach
Senior Accountant, Audit & Accounting
Francis Ostrom, CFP®, CBEC®
Affiliated Partner and Financial Advisor
Lewis Palomeque, CPA
Manager A&A
Nicholas Piehler, CPA
Shareholder & Financial Advisor
David Pitcher, CPA, PFS
Shareholder & Financial Advisor
James Przepiora, CPA
Senior Accountant
Kristi Randazzo, CPA
Manager, Tax
Luke Rath
Senior Accountant
Kim Rugenstein
Receptionist
Christopher Sassone, CFP®, CLTC®
Senior Financial Consultant, Investment Advisor Representative
Brian Sauers, CPA
Shareholder & Financial Advisor
Grace Seeley
Tax Associate
James Shaw, CPA, PFS
Affiliated Partner & Financial Advisor
Julia Sherwood
Tax Associate
Paula Sippel
Senior Accountant
Jeanne Stockmaster
Senior Accountant
Leah Sun
Senior Accountant
Jeanette Townsend, CPA
Principal
Stephanie Urso
Senior Accountant
Michelle Weisenbeck
Senior Accountant
Walter Whitfield
Client Services Assistant
Brandon Wilson
Senior Accountant, Audit & Accounting
Melissa Zwerka
Office Manager
Heather M. Persechino
Client Services Assistant
Jacqlene Arce
Administrative Assistant
Josef Steger
Accountant, Audit & Accounting
Maxwell Maguire
Staff Accountant