Managing Partner
A graduate of LaSalle University (B.S. Accounting) and Villanova University (Master of Business Administration), Steve has been a CPA since 1982 and has been serving individual and business clients in private practice since 1992. He has been an adjunct faculty member at Montgomery County Community College, teaching courses in both accounting and taxation since 1995. Steve is a Member of the American Institute of CPAs, the Pennsylvania Institute of CPAs, and the Pennsylvania Society of Tax & Accounting Professionals.
Partner
A graduate of Clarion University (B.S. Finance), Gretchen joined the Firm in 2014 and has over 15 years of experience in the high net worth financial services industry with a focus on trading and compliance. She is a Member of the American Institute of CPAs, the Pennsylvania Institute of CPAs, and the Pennsylvania Society of Tax & Accounting Professionals.
Senior Tax Specialist
A graduate of Clarion University (B.S. Chemistry) and Temple University (MBA, Finance) Ray joined the firm in 2022 after working in the international chemical industry. He has over 15 years of experience in strategic income tax planning and preparation for both individuals and trusts.
Senior Tax Specialist
A graduate of Temple University (B.S. Accounting), Kevin joined the firm in 2023 and has over 25 years of experience in individual, trust, estate and gift, and private foundation tax preparation and compliance. He has worked in both large national public accounting firms as well as small regional firms. Kevin is an Internal Revenue Service Enrolled Agent.
Bookkeeper
Luisa joined the firm in 2004, serving clients in all areas of bookkeeping.
Client Service Representative
Jenn joined the firm in 2020 after working in the financial services and automotive industries. She supports our CPAs in client service and administration.
A valued partner.
There when you need us.