For consultation call: (908) 241-6100
 

Bios

Joseph Pannullo, ABA — Member

  • Associated with the firm since 2000
  • Bachelor of Science degree in Accounting from Seton Hall University in 1982
  • Accredited Business Accountant since 2005
  • Extensive experience with growing midsized companies
  • Exposure to a variety of corporate and industry environments
  • Hands-on leader with excellent analytical skills and 20 years of experience in the private sector
  • Extensive experience in multifamily housing developments accounting and administration
  • Specialist in reporting, administration, contract negotiations, and team management
  • CFO — Italian Technology Association, Inc. (1999-2000)
  • Vice President, Controller — OCS Group, New York, New York (1990-1999)
  • Controller — ACT III Publishing, New York, New York (1987-1990)
  • Assistant Treasurer — S.E. Nichols, Inc., New York, New York (1984-1987)
  • Sr. Accountant — Federal Business Centers, Edison, New Jersey (1982-1984)

James Sosinski, CPA — Member

  • Associated since 1990
  • Bachelor of Science degree in Accounting from Rutgers University in 1988
  • Certified Public Accountant since 1989
  • Certified College Planning Specialist
  • Over 25 years of experience in small business administration and accounting
  • Extensive experience individual, business, non-profit, fiduciary returns and estate tax planning

Andrew Praschak, EA

  • Associate since 1990
  • Bachelor of Science degree in Accounting from Seton Hall University in 1965
  • Licensed as an Internal Revenue Service Enrolled agent in 1974
  • Licensed as a Public Accountant in 1978
  • Extensive experience in individual and business tax planning and preparation

Carol Westervelt, CSEP – Senior Tax Accountant

  • Associate since 1989
  • Bachelor of Science degree in Accounting from Kean College of New Jersey in 1988
  • Certified Specialist in Estate Planning since 2002
  • Extensive experience with estates, trusts, individuals, and nonprofit organizations
  • Accountant at United Fund of Westfield

Leslie Schwartz, CPA - Senior Accountant

  • Associate since 2011
  • Bachelor of Science Degree in Accounting from Rowan University in 1980
  • Certified Public Accountant in 1987
  • Extensive experience in small business accounting
  • Extensive experience in tax research
  • Staff Accountant – LLI Advisory Group
  • Member American Institute of Certified Public Accountants and Member New Jersey Society of Certified Public Accountants

Helen Tobin, CPA – Senior Accountant

  • Associate since 1998
  • Bachelor of Science Degree in Accounting from SUNY Albany in 1985
  • Certified Public Accountant in 1992
  • Extensive experience in small business accounting and individual taxation
  • Internal Auditor with Loews Corporation
  • Member American Institute of Certified Public Accountants and Member New Jersey Society of Certified Public Accountants

Robert Benites - Junior Accountant

  • Associate since 2015
  • Bachelor of Science Degree in Accounting From Kean University in 2015
  • Experience in business accounting and individual taxation
  • Fluent in Spanish

Cecilia Viveiros, CES – Staff Accountant

  • Associate since 2015
  • Certified Estates and Trust Specialist since 2016
  • Master of Science degree in Accounting from Kean University in 2005
  • Bachelors of Science degree in Marketing from Kean University in 2001
  • Associates degree in Medical Lab Technology from University of Medicine and Dentistry in 1997
  • HR Block Tax Associate in 2014
  • Vice President for JP Morgan Chase (2010-2013)
  • Extensive experience in Banking, Management and Tax preparation
  • Life Insurance Licensed Agent
  • Notary Public for the State of New Jersey since 2003
  • Fluent in Portuguese and Spanish

Anabela F. Luis, Professional Bookkeeper

  • Associate since 1996
  • Extensive experience in all aspects of bookkeeping for various commercial clients, including Accounts Payable and Accounts Receivable
  • Comprehensive knowledge in the processing of payroll and payroll taxes and in the processing and preparing of sales tax
  • Notary Public for the state of New Jersey since December 1997
  • Fluent in Portuguese and Spanish
  • Experienced in clerical processing of both personal and commercial tax returns
  • Customer Service Representative — Motor Club of America
  • Underwriter for Insurance Agency — personal and commercial lines

Patricia Praschak - Bookkeeper

  • Associate with the firm since 1990
  • Extensive experience in bookkeeping, office procedures and customer service

Kathy Evans - Payroll Specialist

  • Associate since 2014
  • Extensive experience in payroll, data entry and customer service

Caryn Elsie - Office Manager

  • Associate since 2004
  • Bachelor of Science Degree in Management from NJ Institute of Technology in 2003
  • Extensive experience in office management, payroll and customer service

Elsa M. Amaral, Office Manager

  • Associate since 1997
  • Notary Public for the state of New Jersey since August 2004
  • Fluent in Portuguese and Spanish
  • Experienced in office procedures, implementation of various systems, and management and personnel administration

Kristin Simmonds – Office Manager Assistant

  • Associate since 2006
  • Experienced in office procedures, client communication, scheduling of appointments

 

1093 Raritan Road, 2nd floor, Clark, New Jersey 07066 United States

Registered to sell Securities in the following state(s): AZ, CA, CT, DE, GA, FL, IN, KY, MA, MD, NJ, NY, NC, OR, PA, SC

Licensed to sell Insurance in the following state(s): New Jersey & New York

CPA, tax and consulting services offered by The Koenig Group, LLC. Securities and Investment Advisory Services offered through Calton & Associates, Inc., Member FINRA/SIPC. The Koenig Group, LLC and Calton & Associates, Inc. are separate entities.  RMR Wealth Builders, ICutnc. and Calton & Associates, Inc. are separate entities.

OSJ: 500 Glen Point Centre West, Teaneck, New Jersey 07666

Robert Russo, Registered Representative

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