Richard J. Engel, Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™ Professional
President

Prior experience: Five years with a Big Eight accounting firm in New York City followed by 15 years of industrial experience as controller, financial vice president in several industries (security, hospitality, development, and finance). Started CPA practice in Manchester, Vermont in February, 1979.

Education: BA Allegheny College, MBA Syracuse University

Specialties: Management consulting, hospitality matters, corporation, individual, estate and trust taxation, financial and estate planning.

Affiliations: Past President Vermont Society of Certified Public Accountants; Trustee, Vermont Children's Aid Society.

CFP™, CERTIFIED FINANCIAL PLANNER™, and , are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Lee M. Spivey Jr., Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™ Professional
Vice President

Prior experience: Four years with a Big Six accounting firm in Vermont and New York and five years health care administration experience before joining the firm in 1990.

Education: BBA Emory University, MHA Duke University

Specialties: Corporation and individual taxation, financial planning, forecasts and projections.

Affiliations: Director, Burr and Burton Academy; Board Appointee, Vermont Board of Public Accountancy

CFP™, CERTIFIED FINANCIAL PLANNER™, and , are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Robert Lemonik, Certified Public Accountant

Prior Experience: Fifteen years experience with public accounting firms and three years as a tax manager for a national property management company.

Education: BS Long Island University - CW Post Center

Specialties: Small business and individual tax planning with a focus on physicians as well as partnership and real estate taxation.

Connie B. Eaton, Tax Return Preparer

Prior experience: Joined the firm in 1983.

Education: BS Castleton State College

Specialties: Individual tax and probate accounting, new business filings.

Pamela D. Engel, Enrolled Agent
Supervisor - Individual Taxation and Planning

Prior experience: Joined the firm in 1979

Education: BSC Dalhousie University, Nova Scotia

Specialties: Individual, trust, and foreign income taxation, IRS audits, and offers in compromise.

Jennifer A. Swenor, Certified Public Accountant

Prior experience: Eight years experience with Big 6 accounting firm in Connecticut, Colorado and The Netherlands before joining the firm in 2006.

Education: BS Bryant College, MST University of Denver College of Law

Specialties: Corporate, small business and expatriate income taxation.

Susan Claro, Administrative Assistant

 

Photography by Photographer's Eye, Manchester, VT