Our team of professionals works closely together and with you to address your specific situation, issues, and needs. We go beyond the basics to provide you with comprehensive and timely answers.

Raquel Arrechea

CPA MST
Tax Executive Director

Thomas Edgar

CPA
Director of Operations

Angela Garofalo

CPA CFP®
Family Office Services Executive Director

Dennis B. Murtha

CPA
Assurance Executive Director

Christopher Souza

CPA MST
Tax Executive Director