Our team is experienced, and loves to roll up our sleeves and help in any way. Each of us has been working with entrepreneurs for many years, and if we don’t know how to answer a particular question, we certainly know someone who can.

Fern Mandelbaum, Managing Member
Fern Mandelbaum, Managing Member
Michael Spector, CPA, PFS
Michael Spector, CPA, PFS
Aaron White, CFP®
Aaron White, CFP®