Kevin Delaney, CPA
Kevin Delaney, CPA
Senior Accountant
Kevin is a yoyo expert.
Check us out on BrokerCheck.
Lindsey Delgado
Lindsey Delgado
Client Account Specialist
Lindsey loves to decorate cakes.
Lindsay M. Douglas, MBA, CPA
Lindsay M. Douglas, MBA, CPA
Tax Manager
Lindsay loves Hallmark Christmas movies.
Ferzana Faizy
Ferzana Faizy
IT Support Manager
As a kid, Ferzana’s favorite toy was a Furby.
Chi Guerrero CFP®, RMA®, CIMA®
Chi Guerrero CFP®, RMA®, CIMA®
Wealth Management Advisor
Chi grew up in Washington state.
Noreen Haenn
Noreen Haenn
Administrative Assistant
Noreen can recite the alphabet backwards.
Annemarie K. Heim, CPA
Annemarie K. Heim, CPA
Senior Manager
Annemarie loves Disney World.
Kit Horton
Kit Horton
Staff Accountant
Kit studied Japanese for eight years.
Zsuzsanna Horvath
Zsuzsanna Horvath
Administrative Assistant
When Zsuzsanna was little, she wanted to be a ballerina.
DeeDee Janos
DeeDee Janos
Office Manager
DeeDee is known as the Firm Mom.