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.
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Securities offered through Securities America, Inc. member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. This communication is strictly intended for individuals residing in the states of AZ, CO, CT, FL, IL, MD, MI, NC, NH, NJ, NY, PA, VA, or WA. No offers may be made or accepted from any resident outside the specific state(s) referenced. Allied Financial Partners and Securities America are separate companies
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