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  • Get To Know Lonnie Sluchak

    Get To Know Lonnie Sluchak

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    When you ask Lonnie Sluchak, CPA, to describe a unique detail about himself, he shares a surprising past. For seven years, Lonnie worked at Home Depot, immersing himself in the world of construction. But that’s not all;…

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  • Marianela Collado is named a Personal Financial Planning (PFP) Champion

    Marianela Collado is named a Personal Financial Planning (PFP) Champion

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    We’re thrilled to announce that our CEO, Marianela Collado, CPA/PFS, CFP®, CDS®, has recently been named Personal Financial Planning (PFP) Champion by The American Institute of Certified Public Accountants (AICPA). This recognition is a testament to Marianela’s unwavering…

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  • How to Fix a Common Client Problem: Too Little Insurance Protection

    How to Fix a Common Client Problem: Too Little Insurance Protection

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    Is your life insurance coverage sufficient? Many people underestimate what a surviving family needs in order to continue living a comfortable life. Often it is not until a life-changing event that clients ensure their coverage is adequate.…

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