MEET THE TEAM

Our team includes experts in taxation, estate planning, investments, and accounting, dedicated to meeting your needs and those of your family.

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Terence C. Sullivan, CPA
Co-President and Senior Managing Director
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Christine L. Jemison, CPA, CDFA®, RSSA®
Co-President and Senior Managing Director
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Susanne M. Powers, CPA

Chief Compliance Officer and Senior Managing Director

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Trevor J. Allburn,
CPA, CFP®

Managing Director

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William B. Bongorno, EA

Managing Director

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Stephen J. Nowicki,
CPA, CFP®

Managing Director

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Joanne F. Stegmoyer,
EA, CFP®, MTAX

Managing Director

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Shlomo Benzaquen, CPA

Director

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Maria L. Curitore

Director

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Paul T. Frye

Director, Investments and Research

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Michael L. Piascik, EA

Director

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Alyssa C. Reese,
MTAX

Senior Associate

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Matthew J. Sybelnik

Senior Accounting Associate

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Nathan Martin

Senior Investment and Portfolio Analyst

Jonathan M. Consiglio

Associate

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Kendra E. Gastin

Associate

Matthew M. Riggs

Associate

John R. Sitarz

Associate

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Elizabeth A. Deeds

Paraprofessional

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Robyn M. Nagy

Paraprofessional

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Darlene M. Tucker

Paraprofessional

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Valerie J. Biddinger

Administrative Associate

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Andrea D. Branham

Administrative Associate

Gerri L. Crosby

Administrative Associate

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Rose A. McGee

Administrative Associate

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Jane C. Rhodes

Administrative Associate