• Licensed Certified Public Accountant ( CPA NY & CT)
  and Certified Financial Planner®
• Education:
  • MBA, Finance, New York University
  • BS, Economics, US Naval Academy
• Experience:
  • After serving as an officer in the Navy, Charlie worked at Arthur Andersen & Co. He later worked as the controller for small companies before starting his own accounting and financial planning practice in 1988.
• Professional memberships include the American Institute of CPA's, NYS Society of CPA's and the Financial Planning Association.

• Licensed Certified Public Accountant (CPA NY)
• Education:
  • BBA, Accounting, Bernard Baruch College
• Experience:
  • Suzie started at a small public accounting firm in New York City, then worked in the corporate tax departments of large companies, including five years with General Foods. Suzie has been working here since 1997 and is presently working towards a designation as a Certified Financial Planner®.
• Professional memberships include the American Institute of CPA's and the NYS Society of CPA's

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