Our Team

Gerard J. Kassouf, CPA, PFS, CFP®, AEP Director

David P. Kassouf, CPA/ABV, PFS, CFF, CFP®, CVA Director

Beth Davis, CPA, PFS, CFP® Manager

Michelle G. Carney, CFP®, AEP® Financial Planner

Rebecca Yerby, FPQP™ Financial Planning Associate

Jonathan Kassouf, CPA, PFS Director