Dana Esposito, Enrolled Agent, Tax Specialist

Dana Esposito, EA, is an Enrolled Agent with over 15 years of experience in individual tax preparation and tax planning. Dana has worked with a wide range of clients — from W-2 earners and retirees to business owners — and brings deep expertise in IRS correspondence. Her addition allows us to expand our availability to represent clients in front of the IRS, and to continue providing the personalized service our clients value. To learn about the Enrolled Agent designation, click here.

 

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Bill Del-Sette, CFP® RLP® - Director of Life Planning, Investment Analyst, Relationship Manager

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Danielle Belcastro, Office Manager