Our Team


Bill Canty, CPA, CFP®

President & Founder

Maureen Walsh, EA

Vice President

Tina Alteri, CPA

Tax Advisor

Ed Canty

Tax & Investment Advisor

Kathleen Shepherd

Tax Advisor

Candace Petruzzo

Front Desk Manager

Kathleen Flynn, EA

Tax Advisor


Note on the use of CFP® Certification marks: Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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