Rebecca

Rebecca Worby

Office Manager/Bookkeeper

With the firm since 1997, Rebecca started out as an Administrator, going back to school and ever-working on her skill set to become an accomplished bookkeeper.

Rebecca works on clients’ books as well as our own firm’s books. You can imagine the pressure being the bookkeeper for a CPA firm!

Veronica

Veronica Medina

Executive Assistant

Hired in 2018, Veronica handles all facets of financial planning and investment administration, from opening accounts, troubleshooting and handling a steady stream of client requests. Her positive, happy disposition is perfect for the job. We are so grateful to have her with us.

Helen Litwornia

1955-2017

To our beautiful Angel, rest in peace.