Meet the Money Doctors
We've assembled a volunteer panel of qualified CPAs that have attained the Personal Financial Specialists (PFS) credential for comprehensive financial planning to act as Money Doctors and answer questions from consumers regarding their financial planning issues. The program is offered as a public service and is designed to help and protect consumers by providing guidance on basic financial planning issues.
Shawn is a CPA/PFS located in Northern NJ. Earlier in his career he worked for several Fortune 500 companied before beginning his career as a financial planner. For the last 20 years he has worked exclusively as a financial planner and has been recognized nationally as an expert in this field.
Kevin Brosious is president and founder of Wealth Management, Inc, a fee-only financial planning firm with offices in Allentown and Plymouth Meeting, PA. Kevin specializes in personal financial planning for retirees and pre-retirees and wealth management (asset allocation and portfolio management services). Wealth Management, Inc is a registered investment advisory (RIA) firm.
Robert Chapman is the founder of Compass Wealth, LLC, with over 23 years of financial services experience as a Personal Financial Specialist, CPA and CMA. At times quoted or interviewed in the local, regional and national media for his technical expertise, Robert excels at providing clients with comprehensive customized and integrated strategies for their specific financial situation, including advice on risk management, taxes and planning. His passion for the financial industry is evident in his proactive communication with clients on up-to-date legislation and planning techniques.
Justine DeVito Tenney, CPA/PFS, CFP, MBA, is a partner with WeiserMazars LLP, specializing in providing audit, tax, and consulting services to law firms, professional service firms, not-for-profit organizations, high net worth individuals and family groups. She also provides outsourced family office functions, including business management for high net worth individuals and family groups, as well as their trusts and foundations
Jay Heller, CPA, PFS, is the CEO of HJ Wealth Management LLC, he began his career as a CPA advising individuals and business owners. Jay has 35 years of experience as a financial advisor and is the co-author of The Progression of Wealth® book.
Michael has been providing financial, tax and investment planning advice to individual clients and their families for over 21 years. After working for private banks, accounting firms and a large planning firm, Michael founded an independent, fee-only firm providing comprehensive advice to clients. In 2012 he merged his firm with Southern Wealth Management, a fee-only registered investment advisory firm. His focus continues to be helping clients meet their individual objectives, whether that is a comfortable retirement, saving for college, or leaving a legacy.
Andy Kark graduated from the A.B. Freeman school of Business at Tulane University in 1990 with a BS in Management and a concentration in accounting. For the past 18 years, Andy has been a partner at M.Z. Kark & Associates, Inc., an SEC Registered Investment Advisory firm in Denver, Colorado.
Dr. Krupka’s professional career includes maintaining a successful CPA and financial services practice and actively counsels clients in the areas of retirement, education and tax planning always with tax efficiency at the forefront. Dr. Krupka has attained numerous professional designations including: Certified Public Accountant (CPA) and Personal Financial Specialist (PFS).
I have been advising clients as a CPA and PFS for 14 years. Our firm specializes in fee only financial planning and wealth managements services with special attention to tax planning. As a CPA, I do tax planning and business accounting for individuals and closely held businesses. I work with a variety of industries but specialize in issues concerning Veterinarians.
Sue is a trusted financial advisor and client advocate at Meehan & Associates, where client needs are met through an integrated, practical, holistic approach. With over 25 years of tax planning experience, including serving on National and local tax planning teams as a Senior Tax Manager at Arthur Andersen & Co., Sue has a successful track record of identifying creative solutions and value-added opportunities for the most tax effective accumulation of family wealth.