Our Team

Mark A. Corrado CPA

Managing Partner

Lisa A. Balsamo CPA

Partner

William M. Monahan CPA/PFS, MST, CFP®

Partner

Barry A. Strobel CPA

Partner

Jeff Silver

Chief Investment Officer

Daniel P. Rosaschi CLU CHFC®

Director of Business Development

Bennett Weiner ESQ

Chief Compliance Officer

Cristhian Perez

Associate Financial Planner

Krista Bookstaver

Tax and Advisory

Nick Corrado

Tax and Advisory

Rachel Imperiale

Tax and Advisory

Kathie Johnson

Client Relationship Associate

Angela DeMario

Administration Associate

Kimberly Floyd

Administration Manager

Nicole Klas CPA

Tax and Advisory

Dawn Reilly

Controller

Pamela Greenstein

Management Associate

Arleen Franchini

Tax and Advisory

Ellen Linares

Advisor ChFC, CLU, CFBS, CEPA

Amy Reese

Administrative Assistant