Our Team

 

Bill Canty, CPA, CFP®

President & Founder

Maureen Walsh, EA

Vice President

Tina Alteri, CPA

Tax Advisor

Nancy Jess, MBA

Tax 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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