With over 40 years of experience in public accounting and servicing small and mid-sized businesses, Alan is a genuine solutions provider. His expertise includes analyzing business and personal tax returns, reviewing financial statements, and comparing them to the appropriate benchmarks. He is known for his time serving on numerous boards of directors, both profit and non- profit including currently serving as Vice-Chairman on a large employee-owned government contractor.
Alan is a member of the Maryland Association of Certified Public Accountants and is co-president of Kol Halev synagogue.
Brian is a leader within the firm, bringing strategic and entrepreneurial insight to organizations at every stage of growth. With degrees in finance and accounting, he partners with executives and business owners to solve complex challenges, drive sustainable growth, and enhance enterprise value. Brian leads the firm’s management consulting and business development division, advising on strategy, operations, and financial performance.
Brian also serves on multiple boards, including those of a major regional healthcare organization and a national technology-focused company, providing governance oversight and strategic leadership. His board experience informs a pragmatic, ownership-minded advisory approach.
Brian is a member of the Maryland Association of Certified Public Accountants and the University of Maryland Alumni Association. Outside of work, he enjoys cheering on the Terps and Ravens with his wife and growing family.
Alan is a member of the Maryland Association of Certified Public Accountants and is co-president of Kol Halev synagogue.
Alan is a member of the Maryland Association of Certified Public Accountants and is co-president of Kol Halev synagogue.
Carol brings a steady, thoughtful presence to her work and a depth of bookkeeping experience shaped by supporting many different types of businesses and industries. She enjoys digging into the details, keeping financial records clean and accurate, and helping clients feel confident about where things stand. Clients appreciate Carol’s calm, approachable style and her ability to make even complex financial tasks feel manageable.
Alan is a member of the Maryland Association of Certified Public Accountants and is co-president of Kol Halev synagogue.
