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