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
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

Matthew O’Connor

Sr. Tax Associate
Melissa Gioielli

Melissa Gioielli

Sr. Tax Advisor

Michael Yang

Sr. Tax Associate

Ready to get started?