Our People
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
Shana Davis
Senior Associate
Patrick Gorgonzola, CFP®
Senior Associate
Andrew Green, CFP®
Manager
Lucas Grosch
Associate
Andrew King, CPA
Senior Manager
Melissa Knowles
Senior Associate
Tim Lesperance
Associate
Michael Lomas
Senior Manager
Tricia McGrenra, CPA
Senior Manager
Jason McWilliams, CPA
Senior Associate
Matthew Moreno
Associate
Nicholas Pileggi
Senior Associate
Patricia Poplau, CPA
Senior Associate
Joann Priole
Office Manager
Mary Anne Stinger, CPA
Senior Manager
Kelley Taylor, CFP®
Manager
Bradley Walz
Manager
Tim Wiand
Senior Associate
Beth Young
Manager
Julia Ziechmann, JD, LLM
Manager