Our People
Roy M. 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
Margaret McGarrey, CPA
Principal
Lee Profy, JD, LLM
Principal
Paula Murphy, CPA
Controller
Liz Quigley
Senior Accountant
Andrew Agar
Associate
Shana Davis
Senior Associate
Damaya Ennis
Client Service Associate
Jennifer Fields, CPA
Senior Manager
Susan Fisher, CPA, AEP®
Senior Manager
Kyle French
Associate
Nathan Fullmer, CFP®
Senior Associate
Patrick Gorgonzola, CFP®
Manager
Andrew Green, CFP®
Senior Manager
Dominic Hesel
Client Service Associate
Charles Kelly
Associate
Jason Kleinschmidt
Wealth Management Analyst
Melissa Knowles
Manager
Samantha Lavrich
Senior Client Service Associate
Michael Lomas
Senior Manager
Mary Loomis
Senior Associate
Hai Luong
Senior Associate
Tricia McGrenra, CPA
Senior Manager
Matthew Moreno, MAcc
Manager
Samuel Mullen, CFP®
Senior Associate
Matthew Ohrenich, CFP®
Senior Associate
Kimberly Pittman, CPA
Senior Manager
Joann Priole
HR Manager
David Schmidling
Client Service Associate
Taylor Sittig
Manager
Mary Anne Stinger, CPA
Senior Manager
Denise Summa
Executive Assistant
Kelley Taylor, CFP®
Senior Manager
Vy (Vee) To, CFP®, MSTFP
Manager
Holly Vining, CPA
Manager
Bradley Walz, MSTFP
Manager
Jessica Weinberg
Senior Associate
Tim Wiand, CFP®
Manager
Beth Young
Manager
Julia Ziechmann, JD, LLM
Manager