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
Kara Pollock

Kara Pollock

Tax Support Specialist

Kara Sweet

Tax Manager
Karen Rosen

Karen Rosen, CPA, MST

Sr. Manager, Tax Services
Laura Carrasco

Laura Carrasco

Manager, Tax Services

Lavanda Malveaux

Tax Assistant
Lillian Halloran

Lillian Halloran

Tax Support Specialist

Lina Burlaka, EA

Sr. Tax Associate

Lucas Verstegen

Sr. Tax Manager
Magdanny Jara

Magdanny Jara

Sr. Tax Advisor

Maheshi Gammanpila

Sr. Tax Associate
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Maria Bannister

Sr. Tax Associate

Mariah Rason

Senior Tax Advisor

Mario Tamasi

Sr. Manager, Tax Services
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Marissa Kienzle

Sr. Tax Associate

Mark Gronke

Senior Tax Manager

Matt Stratman

Sr. Tax Associate

Ready to get started?