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
Andrew Caceres

Andrew Caceres, CPA

Sr. Manager, Tax Services

Anna Kovalev

Manager, Tax Services

Bettina Marchetto

Sr. Tax Manager
Camilla-Wright

Camilla Wright

Sr. Tax Manager

Chloe Lim

Tax Associate
Daniel Epstein

Daniel Epstein, CPA, MBA

Sr. Director, Tax Services

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

Ready to get started?