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

Susanne M. Powers, CPA
Chief Compliance Officer and Senior Managing Director

Stephen J. Nowicki,
CPA, CFP®
Managing Director

Joanne F. Stegmoyer,
EA, CFP®, MTAX
Managing Director

Trevor J. Allburn,
CPA, CFP®
Director

Shlomo Benzaquen, CPA
Director

William B. Bongorno, EA
Director

Maria L. Curitore
Director

Michael L. Piascik, EA
Director

Jacob A. Cochran, EA
Senior Associate

Matthew J. Sybelnik
Senior Associate

Paul T. Frye
Senior Investment and Portfolio Analyst

Osie T. Davis
Investment Operations Specialist

Nathan Martin
Investment and Portfolio Analyst

Kendra E. Gastin
Associate

Marie I. Haikal
Associate

Alyssa C. Reese,
MTAX
Associate

Elizabeth A. Deeds
Paraprofessional

Robyn M. Nagy
Paraprofessional

Darlene M. Tucker
Paraprofessional

Valerie J. Biddinger
Administrative Associate

Andrea D. Branham
Administrative Associate

Rose A. McGee
Administrative Associate

Jane C. Rhodes
Administrative Associate

Amanda T. Seifert
Administrative Associate