Jacqueline Nicholson, CPA, CFP®, PFS
Jacqueline Nicholson, CPA, CFP®, PFS
Financial Planner
Jackie loves all things historical.
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Cubi Perrin
Cubi Perrin
Senior Accountant
Her name is pronounced like QB.
Nina Posidelow
Joshua Price, CPA
Joshua Price, CPA
Senior Manager
Josh enjoys spending time near the water.
Deborah Sneeuwjagt
Deborah Sneeuwjagt
Senior Accountant
Deborah enjoys playing tennis.
Michele P. Sosnoski
Michele P. Sosnoski
Staff Accountant
Michele can paddleboard.
Meghan Stogbuchner
Meghan Stogbuchner
Wealth Management Assistant
Meghan enjoys traveling to Hawaii.
Dolly Suarez, CPA, CFP®
Dolly Suarez, CPA, CFP®
Jr. Wealth Management Advisor
Dolly played soccer growing up.
Madeline Werner, CVA
Madeline Werner, CVA
Staff Accountant
Maddie enjoys cooking and baking.
Amy M. Wilkens, CPA
Amy M. Wilkens, CPA
Manager
Amy is a certified QuickBooks advisor.