OUR TEAM
Managing Director, Firm President
Managing Director, CFO
Managing Director, Tax Services
Managing Director, Audit and Assurance Services
Managing Director, CEO - Investment Advisory Services
Managing Director of Rockville Office
Principal
Principal
Principal
Director of Dental CPA Practice
Tax Principal
Tax Principal
Principal
Principal
Principal
Principal
Director of Wealth Advisory Services
Principal, Audit and Assurance Services
Director of Retirement Plan Services
Director of Wealth Advisory Services
Director of Wealth Advisory Services
Director of Administration
Senior Tax Manager
Senior Tax Manager
Senior Tax Manager
Senior Manager | Audit & Assurance Services
Senior Tax Manager
Client Services Manager
Manager | Audit & Assurance Services
Relationship Development Manager
Manager, Client Business Services
Project Manager & Rockville Office Manager
Manager, Audit and Assurance Services
Manager, Audit and Assurance Services
Senior Accountant
Deputy Chief Compliance Officer
Senior Wealth Advisor
Financial Advisor
Business Office Coordinator
Business Office Associate
Senior Accountant
Financial Advisor
Senior Accountant
Client Services Administrator
Tax Administrator
Manager, Accounting & Tax Services
Information Technology Coordinator
Operations Specialist
Senior Accountant
Administrative Specialist
Support Manager
Staff Accountant
Senior Accountant
Senior Accountant
Senior Accountant
Client Services Administrator
Senior Accountant
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