Advisory
Assurance
Tax
Technology
By David M. Desmarais
By Daniel M. Andrea
By Peri Ann Aptaker, Esq., CPA, CFP®
Office Locations
Partner, Private Client Services Group
"Exceptional client service is about going beyond what is expected. To be successful, you must always and consistently put your clients' best interests first. I am proud to be with a firm that recognizes the importance of the "client first" philosophy."
Jump to:
Experience:
Education:
