Our Four Newest Team Members

Keegan Halpin was recently hired as a staff accountant. After leaving the Air Force where he was a fuel systems specialist, Keegan attended Worcester State University. Upon graduation he became a financial analyst in the healthcare industry. We are happy he has joined our team and appreciate his understanding of financial data and attention to detail.

Kim Luz has joined us upon the acquisition of George P Anastos, CPA. With over 30 years of experience, she is a seasoned tax expert working with high net worth individuals. We are excited to welcome her to our team.

Samantha Sgroi joins us as a staff accountant. She graduated from Lasell College and spent 2 years in public accounting before joining us. We are pleased to welcome her and are sure that her analytical skills will greatly benefit our clients.

Julia Yee, our new Administrative Assistant, is a welcome addition to our team. She comes to us with an extensive background in administrative work, and skills in technology and customer service. When you visit or call, Julia will be there to greet you.

Meet our Leadership

Meet our Team