We would like to introduce our newest Team members. We’re very excited to welcome Peter and Beth to the practice.

Peter comes to us from Bank of New York Mellon, with 15 years experience in the banking and financial services industry.  He is spearheading our newest service offering, comprehensive financial planning for individuals, and is managing many of our asset management projects.

Beth has a strong financial services background, and brings very well-rounded business experience to assist our small business clientele.  Please get to know them and read their full profiles on our website.
 
Look out for our December newsletter, which will contain the tax checklists you’ll need to organize your information early and will enable you to book your tax appointment with us online.

Kelly Haggerty