Daniel L. Bedard, CPA
LinkedIn: Connect with Dan on LinkedIn
Highlight: Helping clients achieve their financial goals
Education & Background: Bachelor of Science in Business Administration with a major in Accounting from The University of Connecticut; Veteran, United States Army
Designations / Certifications / Licenses: Certified Public Accountant (CPA); Member, American Institute of Certified Public Accountants; Member, Connecticut Society of CPAs; Financial Industry Regulatory Authority (FINRA) Series 7 licensed (General Securities Representative) & Series 66 licensed (North American Securities Administrators Association Uniform Combined State Law Examination)
Personal Interests: Golfing, fishing, and outdoor activities
LinkedIn: Connect with Kara on LinkedIn
Highlight: Interacting with clients and helping colleagues out in any way necessary
Education & Background: Bachelor of Arts in Anthropology and Sociology from Saint Michaels College in Colchester, Vermont
Personal Interests: Traveling with family and friends, outdoor activities, and dogs
Melissa J. Duffy
Highlight: Melissa is responsible for managing the firm books and records as well as providing various bookkeeping services to business clients to include monthly closings, sales and use tax returns, quarterly and annual payroll returns and property tax reports
Education & Background: Master of Business Administration, Sacred Heart University
Tanya F. Fonte
Highlight: Working with a wide variety of privately held businesses, providing services including assistance with financial reporting, bookkeeping, and tax planning. Specializes in Quickbooks training and implementation.
Education & Background: Bachelor of Arts degree and Master of Business Administration in Accounting, graduating with honors, from Sacred Heart University
Designations / Certifications / Licenses: Member, Connecticut Society of CPAs
Personal Interests: Spending time with family and friends, traveling, relaxing at the beach or by the pool in the summer, walking, and enjoying the outdoors and nature as much as possible. Tanya is also fluent in Italian.
Jackie L. Korzon
Highlight: Providing client services and administrative support functions. Jackie plays a key role in the day-to-day operations of the firm.
Personal Interests: Spending time with family and friends, traveling, going to the beach, and taking in live outdoor music. Jackie’s favorite vacation spot is the Florida Keys and she hopes to visit Greece.
Peter N. Longo
LinkedIn: Connect with Peter on LinkedIn
Highlight: All things accounting and the opportunity to gain more knowledge every day.
Education & Background: Bachelor’s from Bryant University, where he studied Accounting and also earned a double concentration in Psychology.
Designations / Certifications / Licenses: Pursuing the Certified Public Accountant license.
Personal Interests: Hiking, spending time with family, and cooking
Hannah Phelan, CPA
Senior Level Accountant
LinkedIn: Connect with Hannah on LinkedIn
Highlight: Hannah specializes in tax compliance and is experienced in preparing and reviewing personal, fiduciary, corporate, and flow through income tax returns. She has worked with clients in various industries including retail, real estate, construction, and manufacturing.
Education & Background: Holds a Bachelor’s degree in Accounting from Central Connecticut State University.
Designations / Certifications / Licenses: Certified Public Accountant (CPA); Member, American Institute of Certified Public Accountants; Member, Connecticut Society of CPAs.
Personal Interests: Playing fetch with her dog, getting lost in a book, and boating in the summertime.
LinkedIn: Connect with Kaylee on LinkedIn
Highlight: Enjoys assisting small businesses and preparing individual tax returns
Education & Background: Bachelor’s in Accounting and Bachelor’s in Finance from Western Connecticut State University; Sargeant, Connecticut National Guard Military Police
Designations / Certifications / Licenses: Kaylee is pursuing the Certified Public Accountant license.
Personal Interests: Kaylee is a licensed Pilot and also enjoys CrossFit, boating, hiking, and spending time with friends and family
Michelle M. Schreyer
LinkedIn: Connect with Michelle on LinkedIn
Highlight: Michelle especially enjoys reviewing and analyzing financial information for various manufacturing, construction and distribution private companies. She is experienced with various accounting and information technology systems, payroll management services, and due diligence of corporate acquisitions.
Education & Background: Bachelor of Science in Accounting, graduating with honors from Quinnipiac University
Designations / Certifications / Licenses: Member of the American Institute of Certified Public Accountants, Connecticut Society of CPAs, American Payroll Association, and Oxford Business Networking Group CT
Personal Interests: Spending time with her family
Brooke W. Weise
Financial Advisor / Tax Professional
LinkedIn: Connect with Brooke on LinkedIn
Highlight: Special interest in comprehensive financial planning and wealth management with a focus on tax implications for individuals.
Education & Background: Juris Doctor with honors and a Tax Law concentration certificate from Quinnipiac University School of Law; Bachelor of Arts from Smith College.
Designations / Certifications / Licenses: Investment Advisor Representative in the State of Connecticut (FINRA Series 65); pursuing the Certified Financial Planner™ designation; Member, Financial Planning Association.
Personal Interests: Spending time with family and friends, reading, and volunteering.