Our Team

Meet the Professionals Behind Your Success

Our team of certified professionals brings decades of combined expertise to serve your financial needs.

Managing Partner, CPA

Tax Strategy, Business Advisory

Founded the firm in 1998 with a vision of accessible, high-quality financial services. 30+ years of experience in public accounting.

Senior Partner, CPA, CFP®

Financial Planning, Estate Tax

Joined in 2003 and leads our financial planning division. Specialist in high-net-worth individual advisory.

Tax Director, EA

Business Tax, IRS Representation

15 years with the firm. Former IRS agent with unmatched knowledge of tax resolution and compliance.

Audit Manager, CPA

Audit, Internal Controls

Leads our compliance and audit practice. Experienced in SOC reporting and regulatory compliance.

Senior Accountant, CPA

Bookkeeping, Payroll

Manages day-to-day accounting services for over 200 business clients. Expert in QuickBooks and cloud accounting.

Tax Manager, CPA

Individual Tax, State & Local

Specializes in multi-state individual tax returns and SALT optimization strategies.

Business Advisory Manager

Startups, M&A Advisory

Brings a unique perspective from his background in venture capital. Guides growing businesses through complex financial decisions.

Client Relations Manager

Client Services, Onboarding

Ensures every client receives exceptional service from initial consultation through ongoing engagement.

Join Our Growing Team

We're always looking for talented professionals who share our commitment to excellence.