OUR TEAM
Managing Director, Firm President
Managing Director, Washington DC Region
Managing Director, CFO
Managing Director, Tax Services
Managing Director, Audit and Assurance Services
Managing Director, CEO - Investment Advisory Services
Principal
Principal
Principal
Director of Dental CPA Practice
Tax Principal
Tax Principal
Principal, Tax & Planning Services
Director of Wealth Advisory Services
Director of Wealth Advisory Services
Principal
Principal
Principal
Principal
Principal, Audit and Assurance Services
Director of Wealth Advisory Services
Director of Retirement Plan Services
Director of Wealth Advisory Services
Director of Wealth Advisory Services
Director of Administration
Director of Operations
Senior Tax Manager
Manager | Audit & Assurance Services
Manager, Audit and Assurance Services
Manager, Client Business Services
Client Services Manager
Executive Administrator/Office Manager
Manager, Audit and Assurance Services
Senior Tax Manager
Manager | Audit & Assurance Services
Human Resources & Business Office Coordinator
Staff Accountant
Deputy Chief Compliance Officer
Senior Wealth Advisor
Associate Wealth Advisor
Financial Advisor
Business Office Coordinator
Business Office Associate
Relationship Development Manager
Marketing Coordinator
Senior Accountant
Staff Accountant
Client Services Administrator
Tax Administrator
Staff Accountant
Senior Accountant
Information Technology Coordinator
Operations Specialist
Senior Accountant
Client Services Administrator
Client Services Administrator
Support Manager
Client Services Administrator
Senior Accountant
Senior Accountant
Senior Accountant
Client Services Administrator
Senior Accountant
Senior Accountant
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