Broker Check

Team

Our team approach adds a broader perspective to all we do and can provide many 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

Learn more about Michele
Our Process

Colby Doody, CPA, EA, MBA

Senior Manager

Learn more about Colby
Our Values

Susan Cain, CPA

Senior Associate

Learn more about Susan
Brendan KittredgeSupervisor

Brendan Kittredge

Supervisor

Learn more about Brendan
Tiffany Turcotte

Tiffany Turcotte

Senior Associate

Learn more about Tiffany
Allyson Smith

Allyson Smith

Tax Associate

Learn more about Allyson
Our Resources

Sonal Dwivedi

Tax Associate

Learn more about Sonal
Our History

Krunal Mistry

Tax Associate

Learn more about Krunal
Our Values

Nihal Shaikh

Tax Associate

Learn more about Nihal

Client Communication 

Our Values

Rachelle Garrison

Marketing Manager

Learn more about Rachelle
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