Our Team Gerard J. Kassouf, CPA, PFS, CFP®, AEP®, CGMA Director David P. Kassouf, CPA, ABV, PFS, CFF, CFP®, CVA, CGMA Director Michelle G. Pike, CFP®, AEP® Principal, Financial Planner Shannon Pike, CFP® Principal, Financial Planner Jonathan Kassouf, CPA, PFS Investment Advisor Representative Zachary Bennett, CPA, PFS Investment Advisor Representative