Meet The Team
Michael Eastham, CPA PFS
Founder & President
Vickie Eastham
HR & Administration
Nicole Mariani
Office Manager/ Client Liaison
Jill Kalia, CPA
Tax Specialist/Accounting Partner
Robin Dobson
Client Liaison
Lisa Michaelson, CFP
Associate Wealth Advisor
Roberto Yudice, CRPC AMPA
Financial Advisor, Investment Advisor Representative
Jill “JJ” Lavoie
Administrative Assistant
Joshua Eastham
Operations Specialist
Nicole Matus
Marketing & Business Development Specialist
Aurelio Caraballo
Staff Accountant
Emily Kelley
Junior Accountant