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Meet Our Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Robert  Russo, CPA

Robert Russo, CPA CFP

Managing Member/ Partner

(848) 235-5405

(848) 235-5406

David Barlow, CPA

David Barlow, CPA

CPA Senior Tax Manager

(848) 235-5405

(848) 235-5406

Helen  Tobin, CPA

Helen Tobin, CPA

CPA Senior Accountant

(848) 235-5405

(848) 235-5406

Caryn  Elsie

Caryn Elsie

Payroll/ Bookkeeper Specialist

(848) 235-5405

(848) 235-5406

Anabela Luis

Anabela Luis

Payroll/ Bookkeeper Specialist

(848) 235-5405

(848) 235-5406

Jennifer   Montenegro

Jennifer Montenegro

Payroll/ Bookkeeper Specialist

848-235-5405

848-235-5406

Sabrina Suozzi

Sabrina Suozzi

Payroll/ Bookkeeper Specialist

848-235-5405

848-235-5406

Karina Romano

Karina Romano

Office Manager Assistant

8482355405

8482355406

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Contact Us