Team
Mark Leone, EA, CFS
Financial Advisor
Mark Leone walks into a room, and within minutes, his calming effect is felt by all those present. His humor and magnetic personality attract people on both a personal and professional level.
Christina Kaian
Client Service & Administration
Christina joined the firm in 2007 after graduating from Johnson & Wales University with a Bachelors degree in Financial Service Management and an Associates degree in Business Management. As a Financial Services Administrator,...
Mark Gilpin, CPA, EA, MBA
Mark brings more than 25 years of tax, financial, and entrepreneurial experience to his role as a Certified Public Accountant and is dedicated to meeting the needs of his clients. When a need arises, he is ready and capable to handle...
Jeanne Gilpin, MBA
Jeanne has more than 20 years of tax preparation and bookkeeping experience. Jeanne ensures that the office runs smoothly in addition to preparing taxes and keeping their client’s books balanced and up to date. Jeanne received...