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
Trevor J. Allburn,
CPA, CFP®
Managing Director
William B. Bongorno, EA
Managing Director
Stephen J. Nowicki,
CPA, CFP®
Managing Director
Joanne F. Stegmoyer,
EA, CFP®, MTAX
Managing Director
Shlomo Benzaquen, CPA
Director
Maria L. Curitore
Director
Paul T. Frye
Director, Investments and Research
Michael L. Piascik, EA
Director
Jacob A. Cochran, EA
Senior Associate
Alyssa C. Reese,
MTAX
Senior Associate
Matthew J. Sybelnik
Senior Associate
Nathan Martin
Investment and Portfolio Analyst
Kendra E. Gastin
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