Our Team

Catherine G. Veres, CPA/PFS, CFP®

Founding Principal and President

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Carrie A. Rosko, CPA/PFS, MTax

Principal and Senior Vice President

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Michelle M. Bizily, CPA/PFS, CFP®, AEP®

Mindy Pritchard, CPA, CFP®

Senior Associate

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Abigail R. Colvin, CPA

Senior Associate

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Jenny L. Nally, FPQP™

Traci Kruchan

Office Manager

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Michael Marcellino

Susan M. Guip

Administrative Assistant

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