Kevin J. Conner, CPAManaging Director
Kevin founded the firm in 1991 and currently is the Managing Director.
Kevin has 30+ years helping clients through significant change and strategic planning to make the most appropriate financial and management decisions.
Kevin has held senior management and board seats of public & private companies along with being the Chair of the firm's SEC audit practice and has testified in several state and federal courts along with leading several turnaround/restructuring advisory engagements.
Kevin holds an MS in Taxation from Philadelphia University and a BS in Accounting from West Chester University of Pennsylvania along with being licensed to practice as a CPA in the State of New York and the Commonwealth of Pennsylvania.
Kevin currently lives with his wife and boys in Newtown, Pennsylvania
Lori CarrollDirector of Small Business Services
Lori joined the firm in 2001 and currently is the Director of Small Business Services. She has over 35 years of public accounting experience with small businesses, individuals and law firms with advising on on tax and accounting issues.
Lori has direct experience and client responsibilities with usually being the first contact clients have with the firm.
Lori currently lives in Morrisville, Pennsylvania.email@example.com
Gary PinedaDirector of Operations
Gary joined the firm in 2016 and currently is the firm's Director of Operations. He has over 35 years of significant operational and business development experience.
Gary is responsible for all of the firm's internal matters and provides significant support in client matters.
Gary is a graduate of Rutgers University where he was a star athlete.
Gary currently lives with his wife in Philadelphia, Pennsylvaniagary.firstname.lastname@example.org
Bill Daly, CPASenior Manager
Bill joined the firm in 2017 and currently is a Senior Manager.
Bill has over 40 years of progressive managerial and public accounting experience primarily advising clients on sophisticated tax planning strategies. He is responsible to manage and advise on business and individual clients.
Bill holds a CPA (retired) license in the Commonwealth of Pennsylvania.
Bill is a graduate of the University of Pennsylvania and currently lives with his wife in a 18th Century historic home in Langhorne, Pennsylvania.email@example.com