Zubin Shah, CFP®, MPAS, APMA
Financial Planner
Adam Osiason
Tax Manager
Alexis Ragus-Wines
Sr. Tax Manager
Amber Perez
Tax Operations Specialist
Amir Hernandez
Tax Support Specialist
Andrew Caceres, CPA
Sr. Manager, Tax Services
Anna Dominique Mendoza
Tax Associate
Anna Kovalev
Manager, Tax Services
Bettina Marchetto
Sr. Tax Manager
Brian Uribe, CPA
Sr. Tax Associate
Camilla Wright
Sr. Tax Manager
Christopher Farrens, CPA
Sr. Tax Manager
Cory Barron
Senior Tax Associate
Daniel Epstein, CPA, MBA
Sr. Director, Tax Services
David Maniola
Tax Manager
Debby Carson
Sr. Manager, Tax Services
Deep Virk, MST, E.A
Tax Manager
Denisse Mendez
Sr. Tax Associate
Eduardo Juarez Andrade
Tax Support Specialist
Elaina Kogan, CPA, MBT
Partner, Tax Services
