MEET THE TEAM

Our team includes experts in taxation, estate planning, investments, and accounting, dedicated to meeting the needs of you and 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®
Co-President and Senior Managing Director
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Elizabeth F. De Nitto,
EA, CFP®, AEP®

Managing Director

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Stephen J. Nowicki,
CPA, CFP®

Managing Director

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Susanne M. Powers, CPA

Chief Compliance Officer and Managing Director

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Joanne F. Stegmoyer,
EA, CFP®, MTAX

Managing Director

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Trevor J. Allburn,
CPA, CFP®

Director

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William B. Bongorno

Director

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Eden A. LaLonde,
CPA, MACC

Director

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Michael L. Piascik

Director

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Maria L. Curitore

Senior Associate

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Paul T. Frye

Senior Investment and Portfolio Analyst

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Jacob A. Cochran

Associate

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Marie I. Haikal

Associate

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Daniel M. Johns

Associate

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Nathan Martin

Associate

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Alyssa C. Reese,
MTAX

Associate

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Ronald L. Quaranta

Investment and Portfolio Analyst

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Ryan M. Sabitina

Associate

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Matthew J. Sybelnik

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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Darla S. Heinert

Administrative Associate

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Joanna Lograsso

Administrative Associate

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Leah G. Major

Administrative Associate

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Rose A. McGee

Administrative Associate

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Jane C. Rhodes

Administrative Associate