Stay Up-To-Date With Allied Financial Partners
Principals, Rick S. Woods, CPA and Anne T.M. Dobinsky, CPA; along with Senior Accountant, James Weibel, Jr.; Manager, Laura Miller, CPA; and Office Manager, Ramona Tenace have joined Allied Financial Partners.
Principal, Francis M. Celona, CPA, CFP®; Manager, Linda J. Wiener, CPA, CMPE; and Senior Accountant, Joseph P. Maurici, CPA. have joined Allied Financial Partners.
We are excited to announce that Libby Wright recently joined our firm as Payroll Manager. Libbyhas a Master’s of Science in Management from Nazareth College and a Bachelor’s of Science in Marketing from SUNY Oswego.
Thomas M. Tette, CPA, and Kenneth E. Ingersoll, CPA, have announced that Andrea Truini True, joined the firm November 17th, 2015 in the new position of Director of Client Experience.
Thomas M. Tette, CPA and Kenneth E. Ingersoll, CPA, have announced that Lori B. Jansen, CPA, joined as Accounting & Tax Manager. Jansen has over 20 years of accounting experience. A graduate of Nova Southeastern University, she holds a Bachelor of Science degree in Accounting and later completed her CPA licensing requirements in New York State. She is a member of AICPA and the NYSSCPA, and is a past president for the Southern Tier chapter of the NYSSCPA. As Accounting & Tax Manager, Jansen will oversee the accounting staff while managing client relations and business development. “I am honored to be part of the Allied team and look forward to further developing the accounting and auditing practice of the firm,” says Jansen.
Allied Payroll Services is bonded
Securities offered through Securities America, Inc. member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Securities America does not provide tax services. Accounting, Payroll, Fixed & Health Insurance, and HR Services are offered through Allied Financial Partners. Allied Financial Partners and Securities America companies are separate entities. This site is published for residents of the United States and is for informational purposes only and does not constitute and offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquires in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
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