Investment Review
As you develop your investment strategy, we will act as your sounding board. We can help you and your investment advisor build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return.
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Howard SchulmanPartner
Howard has over 40 years of experience as a CPA settling tax controversies as well as mortgage company audits. He appears as a regular on the Wall Street Shuffle giving advice on tax .
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Bryan D. BullochPartner
Bryan has more than 16 years of financial management experience from controller to CFO to CPA–6 years as a tax executive in public companies.
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John DupertuisPartner
John oversees all compilation, review and audit engagements. He has a B.B.A. in Accounting and has over 19 years experience in the accounting field.
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Gary J. SegerPartner
Gary has nearly two decades of experience–serving as CFO of various companies over that last 10 years. Gary has a wealth of experience working in the Healthcare industry.
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Bryan GodleyPartner
Bryan has 15 years of Tax and Accounting experience–most of which has been spent in public accounting. He has worked in a variety of small to large accounting firms.
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