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 

Our Process

Mark W. Nichols, CPA, MST, MBA

Principal

Learn more about Mark
Our History

Michele Ohlson, CPA

Senior Manager

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Our Process

Colby Doody, CPA, EA, MBA

Manager

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Our History

Elisa DiTrapano, EA

Manager

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Our Process

Susan Cain

Senior Associate

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Our History

Tiffany Coulam

Senior Associate

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Our History

Tamara Kenney

Senior Associate

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Our Process

Mary Anne Dinning

Tax Associate

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Client Communication 

Our Values

Rachelle Garrison

Marketing Manager

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Our Process

Lisa Cunnane

Client Relations Manager & Office Manager

Learn more about Lisa
Our History

Rebeca Monge

Client Relations Associate & Receptionist

Learn more about Rebeca