Shawn Adamo, CPA/PFS

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, CPA/PFS

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, CPA/PFS

Robert Chapman is the founder of Compass Wealth, LLC, with more than 31 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.

Mitchell Freedman, CPA/PFS

With more than 50 years of professional wealth management experience, Mr. Freedman brings a vast array of knowledge which, as a Money Doctor, he can prescribe to those in need.

Michael A. Horlick, CPA/PFS

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.

Andrew M. Kark, CPA/PFS

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.

Joe Krupka, CPA/PFS

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).

Registered with Cadaret, Grant & Co., Inc., a member of FINRA and SIPC. Cadaret, Grant is not affiliated with the AICPA and does not provide tax, accounting, or legal services.

Jason Loiselle, CPA/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. 

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor.  Member FINRA/SIPC.

Jim Minor, CPA/PFS

Eleven years experience as a CPA helping our clients see the financial picture from cash flow, budgeting and debt reduction to retirement and estate planning.

Lawrence Pon, CPA/PFS

I enjoy helping clients reach their financial goals through comprehensive tax and financial planning.   My main specialty is taxes and I help clients with their tax planning to make sure they are paying the minimal amount of taxes.    I prefer to look at the big picture to see what makes sense for the client.   I’ve been giving tax and financial planning advice to clients since 1986.   I speak to fellow tax professionals,  financial advisors, students and the public on a regular basis on various tax and financial planning topics.