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  • Why Now
  • Client Scenarios
  • Services
  • Our Process
  • Advisors
  • About
    • About Us
    • Advisors
    • Awards
    • Careers
  • Blog

Our Advisors

Roy Fairman, CPA/PFS

Roy Fairman, CPA/PFS

Managing Partner
Marianne Inforzato, CFP®

Marianne Inforzato, CFP®

Partner
Shawn Kindt, CPA/PFS, CFP®

Shawn Kindt, CPA/PFS, CFP®

Partner
Doug Morisoli, CPA, CFA, CFP®

Doug Morisoli, CPA, CFA, CFP®

Partner
Ryan Gelrod, CFA

Ryan Gelrod, CFA

Principal
Lee Profy, JD, LLM

Lee Profy, JD, LLM

Principal
Walter Reed, JD, CFP®, CDFA™

Walter Reed, JD, CFP®, CDFA™

Principal
Paula Murphy, CPA

Paula Murphy, CPA

Controller
Andrew Green, CFP®

Andrew Green, CFP®

Manager
Andrew King, CPA

Andrew King, CPA

Senior Manager
Beth Young

Beth Young

Manager
Bradley Walz

Bradley Walz

Senior Associate
Graham Huff, CPA

Graham Huff, CPA

Associate
Joann Priole

Joann Priole

Office Manager
Julia Ziechmann, JD, LLM

Julia Ziechmann, JD, LLM

Manager
Kaila Kerrane

Kaila Kerrane

Receptionist
Karen Reeves

Karen Reeves

Manager
Kelley Taylor, CFP®

Kelley Taylor, CFP®

Manager
Lisa Vo

Lisa Vo

Senior Associate
Mary Anne Stinger, CPA

Mary Anne Stinger, CPA

Senior Manager
Matthew Moreno

Matthew Moreno

Associate
Melissa Knowles

Melissa Knowles

Senior Associate
Michael Flynn

Michael Flynn

Senior Associate
Michael Lomas

Michael Lomas

Senior Manager
Nicholas Pileggi

Nicholas Pileggi

Senior Associate
Patricia Poplau, CPA

Patricia Poplau, CPA

Senior Associate
Patrick Gorgonzola, CFP®

Patrick Gorgonzola, CFP®

Senior Associate
Shana Davis

Shana Davis

Senior Associate
Stephanie Wendling

Stephanie Wendling

Associate
Susan Burton

Susan Burton

Senior Associate

About Us

Fairman Group takes a 360-degree view of your financial life, so you can gain a greater feeling of security and discipline as you make more proactive and informed decisions.

Our Approach

Our client-centered approach is flexible, offering full integration of your family’s financial planning, investment advice, and tax accounting needs, or services in select areas. Choose what you need from the services we offer in a cost-effective manner.

Contact Us

899 Cassatt Road, Suite 115, Berwyn, PA 19312
610-889-7300
serviceteam@fairmangroup.com

Investment advisory services are offered through The Fairman Group LLC. The Fairman Group LLC is registered with the Securities and Exchange Commission under Section 203(c) of the Investment Advisers Act of 1940. View Our Compliance Statement