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People

Timothy J. Bubar

Timothy J. Bubar

CPA

Principal
Jeffrey M. Budzinski

Jeffrey M. Budzinski

CFS®

Director of Wealth Management
Sara M. Dayton

Sara M. Dayton

CPA

Partner
Jeremy Evens

Jeremy Evens

Senior Wealth Management Advisor
Brian J. Kern

Brian J. Kern

CPA

Partner
Claire M. McNamara

Claire M. McNamara

Administration
Michē C. Needham

Michē C. Needham

CPA

Partner
Austin Robare

Austin Robare

CPFA

Financial Advisor
David A. Schlein

David A. Schlein

CPA

Partner
Douglas P. Sosnowski

Douglas P. Sosnowski

CPA/ABV, ASA, CFF

Partner
Courtland

Courtland "Cory" Van Deusen V

CPA

Partner
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