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

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
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

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