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...