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Our Team

Jim Colitsas, CPA

Leadership Team
Partner & Accountant
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Neel Shah, Esq., CEPA, CFP®

Leadership Team
Partner, Attorney & Financial Advisor
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Linda Farinola, CFA, CFP®, EA

Leadership Team
Partner, Financial Planner & Tax Accountant
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Tom Colitsas

Founding Partner & Accounting Advisor
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Joyce Morrison

Partner & Lead Accountant
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Nancy Crowe, CPA

Partner & Lead Accountant
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Kyle Argent

Staff Accountant
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Heidi Brim

Senior Accountant
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Lilian Carey

Estate Planning Paralegal
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YAN CHEN

Staff Accountant
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Linda Citara

Franchise Support & Bookkeeping Support
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CAROL COLLINS

Franchise Support & Bookkeeping Support
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CHRISTINE DEVINOFF

Staff Accountant
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Kelly DiTosto, CPA

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

Senior Financial Advisor
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Jill Katz

Financial Advisory Client Service & Marketing
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Siobhan Kinealy, Esq

Trusts & Estate Planning Attorney
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Kurt Liverpool

Staff Accountant
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Kris Michalski

Receptionist & Adminsitrative Support
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Phillip Mosca, CPA

Senior Accountant
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Julie Motz

Onboarding Specialist & Asset Alignment Assistant
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Kelley Mulrine

Internal Accountant
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NANCY POLANCO

Financial Advisory Operations & Client Service
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Ray Rasco

Digital Assistant & Social Media Coordinator
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Ron Rasco

Web developer
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Angela Rudow

Estate Planning Legal Assistant
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Cari Shapiro, CPA

Senior Accountant
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Lisa Temple

Staff Accountant
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Pravalika Vangapally, CPA

Staff Accountant
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Jennifer Vivier

Receptionist & Adminsitrative Support
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Nakirah Walker

Staff Accountant
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Helen Yin, CPA

Senior Accountant
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Valerie Zaffuto

Financial Services Administrator & Advisor Assistant
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JUDY ZHANG

Staff Accountant
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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!