Associates

 
  • Lisa Jackson, CPA

    Lisa Jackson, CPA

    Co-Founder and Financial Advisor

  • Don Whitman, CPA

    Don Whitman, CPA

    Co-Founder and Financial Advisor

  • Matthew O'Day, CPA

    Matthew O'Day, CPA

    Partner

  • Adam Maher

  • Keri Wohrle

    Keri Wohrle

    Accountant

  • Renee McKay

    Renee McKay

    Administrative Assistant