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
Senior Associate
Michael Lomas
Senior Manager
Hai Luong
Associate
Tricia McGrenra, CPA
Senior Manager
Jenna McNamee
Portfolio Strategist
Jason McWilliams, CPA
Manager
Matthew Moreno
Senior Associate
Nicholas Pileggi
Senior Associate
Patricia Poplau, CPA
Senior Associate
Joann Priole
Office Manager
Taylor Sittig
Senior Associate
Mary Anne Stinger, CPA
Senior Manager
Denise Summa
Executive Assistant
Kelley Taylor, CFP®
Senior Manager
Holly Vining
Manager
Bradley Walz
Manager
Tim Wiand
Senior Associate
Beth Young
Manager
Julia Ziechmann, JD, LLM
Manager