Search

Charlie Benway, the firm’s principal, is an Annapolis graduate and has an MBA in Finance from the NYU Stern School of Business.   He is a CPA and a Certified Financial Planner® certificant and has been helping clients with their financial affairs since 1988.   Charlie is a member of the American Institute of Certified Public Accountants, the NYS Society of CPAs and the Financial Planning Association.

 

 

Suzie DeAngelis  is a graduate of Bernard Baruch College with a degree in accounting.  She has been a CPA since 1985.   Suzie is a member of the American Institute of Certified Public Accountants and the NYS Society of CPAs.   She is working towards becoming a Certified Financial Planner® certificant.

 

 

Leo Cunningham is an Air Force Academy graduate and has an MBA from Midwestern State University of Texas.  He is a Certified Financial Planner® certificant and has been helping clients with investment management and financial planning since 2003.  Prior to his career in finance, Leo served in the Air Force as a pilot and flight instructor and later flew for United Airlines.  He is the president of the NY Metropolitan Chapter of the Air Force Academy Association of Graduates, a member of the Financial Planning Association, and is a lieutenant colonel in the Air Force Reserves.  He is originally from North Salem, and lives with his family in Carmel, NY.