Red Business Team
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.
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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.
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Nancy Crowe, CPA
Partner & Lead Accountant
Nancy graduated from Merrimack College with a BS in Accounting and has her MBA from Monmouth University. She is a member of the NJ Society of Public Accountants and the American Institute of Certified Public Accountants.
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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.
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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.
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JUDY ZHANG
Staff Accountant
Currently Judy is sitting for the CPA exam. At Princeton Financial Group, Judy is involved in a variety of client services, including accounting, financial reporting, and business and individual taxes.
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Heidi Brim
Senior Accountant
Heidi’s focus and willingness to take on a variety of challenges makes her an expert in both individual and small business taxes. Heidi is a QuickBook Pro Advisor and has her Masters in Accounting.
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Linda Citara
Franchise Support & Bookkeeping Support
Linda’s past work experience includes a licensed Real Estate agent, a receptionist and a variety of other small jobs. Her most rewarding accomplishment has been raising her two now grown children. She resides in Bucks County, PA.
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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.
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Neel Shah, Esq., CEPA, CFP®
Partner, Attorney & Financial Advisor
For the past 25 years, Neel Shah Esq, CEPA, CFP® has been dedicated to helping clients navigate all aspects of wealth, estate, and tax planning. His mission is to protect and grow his clients’ wealth through strategic and personalized legal, tax & financial solutions. Neel oversees both the lifetime & the legacy financial well-being of individuals, families, and businesses. In addition to his role as a wealth advisor, he is a seasoned attorney specializing in estate planning, business law, and tax law, bringing a comprehensive approach to wealth preservation and legal strategy.
Visit my pageRed Business Team
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.
Visit my page
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.
Visit my page
Nancy Crowe, CPA
Partner & Lead Accountant
Nancy graduated from Merrimack College with a BS in Accounting and has her MBA from Monmouth University. She is a member of the NJ Society of Public Accountants and the American Institute of Certified Public Accountants.
Visit my page
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.
Visit my page
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.
Visit my page
JUDY ZHANG
Staff Accountant
Currently Judy is sitting for the CPA exam. At Princeton Financial Group, Judy is involved in a variety of client services, including accounting, financial reporting, and business and individual taxes.
Visit my page
Heidi Brim
Senior Accountant
Heidi’s focus and willingness to take on a variety of challenges makes her an expert in both individual and small business taxes. Heidi is a QuickBook Pro Advisor and has her Masters in Accounting.
Visit my page
Linda Citara
Franchise Support & Bookkeeping Support
Linda’s past work experience includes a licensed Real Estate agent, a receptionist and a variety of other small jobs. Her most rewarding accomplishment has been raising her two now grown children. She resides in Bucks County, PA.
Visit my page
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.
Visit my page
Neel Shah, Esq., CEPA, CFP®
Partner, Attorney & Financial Advisor
For the past 25 years, Neel Shah Esq, CEPA, CFP® has been dedicated to helping clients navigate all aspects of wealth, estate, and tax planning. His mission is to protect and grow his clients’ wealth through strategic and personalized legal, tax & financial solutions. Neel oversees both the lifetime & the legacy financial well-being of individuals, families, and businesses. In addition to his role as a wealth advisor, he is a seasoned attorney specializing in estate planning, business law, and tax law, bringing a comprehensive approach to wealth preservation and legal strategy.
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