We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our experienced professionals have helped many people just like you with similar issues and concerns.
Joe has been offering reliable advice and dependable counsel to individuals and businesses for over 20 years. Having the CPA and CFP® certifications behind his name give Joe the unique advantage of being able to offer tax as well as...
Christine has been with the firm since 2003 serving as the head of our Corporate/Business Accounting department. She earned her Bachelor of Science Degree in Accounting from Georgian Court College and has worked in the field of...
Enrolled Agent & Wealth Management Assistant
Michael joined the firm full time in January 2017. Michael is a tax return preparer and also provides support for our Accounting and Wealth Management departments. He is an Enrolled Agent and is licensed in securities and insurance.
Wealth Management Assistant & Client Operations Manager
Cheyenne graduated the University of Delaware with a Bachelor of Science majoring in Finance in 2010 and joined the firm full time in 2018 after working 7 years at AXA Equitable. Cheyenne is licensed in securities and insurance...