Jim Colitsas, CPA

Partner & Accountant

As an active member of his community Jim as enjoyed working with a variety of charities over the years and is currently on the board for Trinity Counseling Services, Project Freedom and Diversity Discovered.

TOM COLITSAS

Founding Partner & Accounting Advisor

Tom has over 45 years of business experience. But, at the core of it all, Tom is a businessman and an entrepreneur. Tom services clients in a variety of industries but is a true expert in the areas of franchises and corporate workouts. In fact, he is often called upon as a resource by other professionals, both inside and outside the firm, in these areas.

Cari Shapiro, CPA

Senior Accountant

Kelly DiTosto, CPA

Senior Accountant

Kelly received her Bachelor of Science in Accounting from Villanova University. She is a member in good standing with the Pennsylvania Society of Certified Public Accountants and the American Institute of Certified Public Accountants.

Pravalika Vangapally, CPA

Staff Accountant

Pravalika Vangapally is a highly skilled Certified Public Accountant (CPA) with a robust background in financial reporting, tax, and auditing. Her diverse experience spans across both the U.S. and India, having worked with prominent public accounting firms in Pennsylvania and New Jersey, as well as with renowned Chartered Accountant firms in India.

Lisa Temple

Staff Accountant

CHRISTINE DEVINOFF

Staff Accountant

BRYAN KATZ CFP®, CHFC®, CLU®, CASL®, RICP®

Senior Financial Advisor

As a CERTIFIED FINANCIAL PLANNER™ Bryan specializes in retirement planning, investment management and insurance planning. He utilizes a comprehensive planning approach working closely with his clients in designing a financial plan individualized to their specific goals while leveraging his Wall Street experience in helping them accumulate wealth. Bryan sits on the Board of the Ronald McDonald House.