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
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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
Melissa Gioielli

Melissa Gioielli

Sr. Tax Advisor
Monica Apodaca

Monica Apodaca

Tax Support Specialist

Monica Wyse

Sr. Tax Associate
Monique Reyes

Monique Reyes

Manager, Tax Support
Patricia Hirata Image

Patricia Murphy Hirata, CPA, JD

Sr. Director, Tax Services

Paul Petrosino

Tax Manager

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