We are a family business that provides a hands-on approach to all of your financial matters based on three principles:

  1. Trust: We will always act in our clients best interest

  2. Independence: We will always maintain our objectivity

  3. Confidentiality: We will always keep our clients matters confidential

We are committed to being an independent resource for our clients to help them achieve their financial goals and help them to live their ideal life.



Brian earned his Certified Public Accountant (CPA) license in 1981.  In order to fulfill his clients growing needs, Brian earned his Certified Financial Planner (CFP®) designation in 1999. Brian is a Massachusetts Registered Investment Advisor, offering clients financial advisory services on a fee-only basis.


Brian graduated with his bachelors degree in accounting from the University of Lowell, an MBA from Suffolk University and a Masters in Taxation from Bentley College.


Brian is a member of the American Institute of Certified Public AccountantsMassachusetts Association of AccountantsFinancial Planning Association, and the Merrimack Valley Estate Planning Council.


Brian is a lifelong resident of Billerica with his wife Laureen.  Brian has two adult children and two grandchildren. He is actively involved in the local community and serves on the boards of The Boys & Girls Club of Billerica and Massachusetts Association of Accountants.  Brian enjoys reading and spending time with his family.


Thomas graduated from the University of Massachusetts Dartmouth with a bachelor degree in Marketing and completed his MBA at Bowling Green State University in Bowling Green, Ohio.


He earned his Enrolled Agent credential in December 2017.  He is also a federally-licensed tax practitioner who may represent taxpayers before the IRS . Thomas passed the Series 65 exam in January 2020 and is an Investment Advisor Representative. Thomas is actively sitting for the CPA exams.


Thomas is a Certified QuickBooks ProAdvisor for the Desktop, Online, Point-Of-Sale, and Enterprise products.


Prior to joining our firm, Thomas worked as an analyst in the building products industry. Thomas is a lifelong resident of Billerica with his wife, Jacqulyn, their newborn daughter and dog.


Dana graduated from Bentley College with a bachelors degree in accounting.  Dana joined the firm in 2000. Prior to joining our firm, Dana worked as an accountant in the mutual fund industry. Dana and her husband Ed live in Billerica with their three sons: Edward, Jonathan, and Cole.



Sean graduated from the University of Massachusetts Lowell with a bachelors degree in accounting. Sean joined the firm in 2000 upon graduation.  Sean lives in Billerica with his wife Katie, son Harrison, and daughter Macie. Sean enjoys sports, reading and spending time with family and friends.







Kathy graduated from Bentley College with a Bachelor of Science in Accountancy and Babson College with an MBA. She also graduated from Framingham State University with a Masters in Educational Technology. She has worked in private business and education and is looking forward to getting back into the business sector and helping clients with accounting and tax matters.

Kathy has three daughters and lives in North Chelmsford with her dog Ella.  She enjoys reading, walking and cooking.


Enrolled Agent, Investment Advisor Representative