Meet Our Professionals

Private Client

Write to Mark
X
Expertise:
  • Strategic tax and personal financial planning services
  • High-net individuals, businesses and owners
  • Estate and succession planning
  • Private closely-held businesses
  • Personal Financial Specialist
  • Certified Public Accountant

Write to Elizabeth
X
Expertise:
  • High-net worth individuals and business owners
  • Strategic tax planning and compliance
  • Divorce support
  • Certified Public Accountant
  • Certified Divorce Financial Analyst (CDFA)

Write to Marcy
X
Expertise:
  • High-net worth individuals
  • Closely-held businesses
  • Manufacturers
  • Certified Public Accountant
  • Strategic tax planning and compliance
  • Certified Specialist in Estate Planning (CSEP)
  • Private-equity and financial lenders