Broker Check

Team

Our team approach adds a broader perspective to all we do and can provide more benefits to our clients.

Financial Advisory & Accounting 

Mark W. Nichols, CPA, MST, MBA

Principal

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Michele Ohlson, CPA

Senior Manager

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Shaun O'Rorke, EA, MSA

Senior Manager

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Elisa DiTrapano

Senior Associate

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Colby Doody, CPA, EA, MBA

Senior Associate

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Tamara Kenney

Senior Associate

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Client Communication 

Julia Basile

Tax Associate

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Rachelle Garrison

Marketing Manager

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Office Support 

Lisa Cunnane

Client Relations Manager & Office Manager

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Receptionist 

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