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Meet The Team

Michael Eastham, CPA PFS

Founder & President

Vickie Eastham 

HR & Administration

Nicole Mariani 

Office Manager/ Client Liaison

Jill Kalia - NEW

Jill Kalia, CPA 

Tax Specialist/Accounting Partner

Robin Dobson

Client Liaison

Lisa Michaelson, CFP

Associate Wealth Advisor

Jill “JJ” Lavoie

Administrative Assistant

Joshua Eastham

Operations Specialist

Nicole Matus

Marketing & Business Development Specialist

Aurelio Caraballo

Staff Accountant

Emily Kelley

Junior Accountant

Kenny Galvez - FINAL

Kenny Galvez

Tax Manager

Melanie Vallejo - FINAL

Melanie Vallejo

New Business Processor

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