Our Advisors
Roy Fairman, CPA/PFS
Managing Partner
Marianne Inforzato, CFP®
Partner
Shawn Kindt, CPA/PFS, CFP®
Partner
Doug Morisoli, CPA, CFA, CFP®
Partner
Ryan Gelrod, CFA
Principal
Lee Profy, JD, LLM
Principal
Walter Reed, JD, CFP®, CDFA™
Principal
Paula Murphy, CPA
Controller
Andrew Green, CFP®
Manager
Andrew King, CPA
Senior Manager
Beth Young
Manager
Bradley Walz
Manager
Buraq Karzoun
Associate
Graham Huff, CPA
Senior Associate
Jason McWilliams, CPA
Senior Associate
Joann Priole
Office Manager
Julia Ziechmann, JD, LLM
Manager
Kaila Kerrane
Receptionist
Karen Reeves
Manager
Kelley Taylor, CFP®
Manager
Lisa Vo
Senior Associate
Lucas Grosch
Associate
Mary Anne Stinger, CPA
Senior Manager
Matthew Moreno
Associate
Melissa Knowles
Senior Associate
Michael Lomas
Senior Manager
Nicholas Pileggi
Senior Associate
Patricia Poplau, CPA
Senior Associate
Patrick Gorgonzola, CFP®
Senior Associate
Shana Davis
Senior Associate
Stephanie Wendling
Associate
Tim Lesperance
Associate
Tim Wiand
Senior Associate
Tricia McGrenra, CPA
Senior Manager