Stuart M. Berson, CPA

"Our clients know they can count on us to help them navigate life’s financial ups and downs."

Mark A. Corrado, CPA

"We are your financial quarterback calling the plays that can help keep you ahead of the game, in any market."

Jeff Silver, Chief Investment Officer

"Our clients can feel confident that we understand the new economic challenges they face and that we are working 24/7 to help them succeed today and far into the future."

Lisa A. Balsamo, CPA, Partner

"Small and medium sized businesses are what’s driving economic growth today. It’s our job to help turn their ideas into reality by providing the financial insights, expertise and solutions they need to succeed."

Barry Strobel, CPA, Partner

"Our clients have a strong comfort level knowing that we have the knowledge and deep expertise to help them minimize their tax exposure and liability."

William Monahan, CPA, Partner
PFS, MST, CFP®

"In today’s financial market, it’s not enough to rely on the same old rules. You’ve got to be more well-rounded, more experienced, and more flexible than ever before."

Herman Lentz, Chief Compliance Officer

"With a volatile market like we have today, walking the fine line between Wall Street and Washington is more challenging than ever. It takes knowledge, vision, and innovative technology."

Anthony Marotti, CFP®, Financial Advisor

"It takes solid teamwork and deep expertise to help a client successfully define and execute a plan to achieve the goals they set for themselves and their business."

Trevor Hodges, Chief Relationship MGR

"The perfect blend of high-tech and high-touch is essential in today’s financial services industry."

Dan Rosaschi, CLU & CFC

"While the fruits of our process are rarely felt immediately, the rewards for our coordinated efforts can last for generations.”