Our Team Gerard J. Kassouf, CPA, PFS, CFP®, AEP Director David P. Kassouf, CPA/ABV, PFS, CFF, CFP®, CVA Director Jonathan Kassouf, CPA, PFS Director Zachary Bennett, CPA, PFS Director Beth Davis, CPA, PFS, CFP® Manager Michelle G. Carney, CFP®, AEP® Financial Planner Rebecca Yerby, FPQP™ Financial Planning Associate
