Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
Immediate vs. Deferred Annuities

Despite not being as well known as some other retirement tools, annuities account for 6.5% ...

See more
According to Young Investors, Progress Toward Goals Matters Most

Younger and older investors are likely to have different preferences in music, movies, and fashion. ...

See more
Guiding Your Aging Parents Through Life’s Next Chapter: A Strategic Overview

In today’s aging society, many families face the responsibility of caring for elderly parents. This ...

See more

Our Team

Jim Colitsas, CPA

Leadership Team
Partner & Accountant
Visit my page

Neel Shah, Esq., CEPA, CFP®

Leadership Team
Partner, Attorney & Financial Advisor
Visit my page

Linda Farinola, CFA, CFP®, EA

Leadership Team
Partner, Financial Planner & Tax Accountant
Visit my page

Tom Colitsas

Founding Partner & Accounting Advisor
Visit my page

Joyce Morrison

Partner & Lead Accountant
Visit my page

Nancy Crowe, CPA

Partner & Lead Accountant
Visit my page

Kyle Argent

Staff Accountant
Visit my page

Heidi Brim

Senior Accountant
Visit my page

YAN CHEN

Staff Accountant
Visit my page

Linda Citara

Franchise Support & Bookkeeping Support
Visit my page

CAROL COLLINS

Franchise Support & Bookkeeping Support
Visit my page

Vaidehi Dave

Staff Accountant
Visit my page

CHRISTINE DEVINOFF

Staff Accountant
Visit my page

Kelly DiTosto, CPA

Senior Accountant
Visit my page

Frank Fernandez CFP®, EA

Associate Wealth Advisor
Visit my page

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

Senior Financial Advisor
Visit my page

Jill Katz

Financial Advisory Client Service & Marketing
Visit my page

Siobhan Kinealy, Esq

Trusts & Estate Planning Attorney
Visit my page

Pat Kopp, CPA

Senior Manager & Tax Advisor
Visit my page

Kurt Liverpool

Staff Accountant
Visit my page

Kris Michalski

Receptionist & Adminsitrative Support
Visit my page

Akshay Minocha

Financial Services Assistant
Visit my page

Phillip Mosca, CPA

Senior Accountant
Visit my page

Julie Motz

Onboarding Specialist & Asset Alignment Assistant
Visit my page

Kelley Mulrine

Internal Accountant
Visit my page

NANCY POLANCO

Financial Advisory Operations & Client Service
Visit my page

Ray Rasco

Digital Assistant & Social Media Coordinator
Visit my page

Ron Rasco

Web developer
Visit my page

Angela Rudow

Estate Planning Legal Assistant
Visit my page

Cari Shapiro, CPA

Senior Accountant
Visit my page

Lisa Temple

Staff Accountant
Visit my page

Helen Yin, CPA

Senior Accountant
Visit my page

Valerie Zaffuto

Financial Services Administrator & Advisor Assistant
Visit my page

JUDY ZHANG

Staff Accountant
Visit my page
Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
Immediate vs. Deferred Annuities

Despite not being as well known as some other retirement tools, annuities account for 6.5% ...

See more
According to Young Investors, Progress Toward Goals Matters Most

Younger and older investors are likely to have different preferences in music, movies, and fashion. ...

See more
Guiding Your Aging Parents Through Life’s Next Chapter: A Strategic Overview

In today’s aging society, many families face the responsibility of caring for elderly parents. This ...

See more