Stay Up-To-Date With Allied Financial Partners
The partners of Allied Financial Partners are pleased to announce the promotions of four dedicated employees.
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
Investment and advisory services offered only by those representatives who are applicably licensed with Securities America, Inc., member FINRAOpens in new window/SIPCOpens in new window, and Securities America Advisors, Inc., respectively. Securities America is unaffiliated with Allied Financial Services and any other named entities or services offered.
Check the background of this firm and investment professional(s) on FINRA’s BrokerCheckOpens in new window