Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

Northeast
Midwest
Southeast
Southwest
West

David Maniola

Tax Manager
Debby Carson

Debby Carson

Sr. Manager, Tax Services

Denisse Mendez

Sr. Tax Associate
Eduardo Juarez Andrade

Eduardo Juarez Andrade

Tax Support Specialist

Elaina Kogan, CPA, MBT

Partner, Tax Services

Hans Doorn, CPA

Director, Tax Services
Irina Polyakova

Irina Polyakova, CPA

Sr. Tax Manager

Jennie Sulzer

Tax Director

Jennifer Jimenez

Tax Associate
Jennifer Rush

Jennifer Rush

Tax Associate
John Taylor

John Taylor

Tax Manager

Jonny Evans

Senior Tax Associate

Joshua Brookins

Tax Manager
Joshua Fitch

Joshua Fitch, EA

Tax Manager
Joy De Pasquale - Senior Tax Advisor

Joy De Pasquale, EA

Senior Tax Advisor
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Julian Baxter

Sr. Tax Associate

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