Financial & Tax Advisor
Senior Financial & Tax Advisor
Mike joined our team in May 2023, as a financial advisor. Mike continuously shares the firm's white glove service, to prospective clients and current clients, through financial planning services.
Director of Client Services
Colleen joined CFA in 2019 as the Director of Finance. Colleen's time away from the office is spent hiking through Loch Raven Reservoir with her husband, two daughters, son, and dog Gary Williams.
Colleen Williams, CPA
Director of Finance
Jill joined our firm in February 2023 as Director of Opportunities. She has over 23 years of experience in Client Development and Engagement as well as Financial Recruiting. She has held senior level operations roles for international recruiting firms. Jill leads our Opportunities Team and is responsible for ensuring clients and prospects know about our white glove client service.
Director of Opportunities
Laura joined as CFA's new CPA and Tax Manager in November 2021. Laura assists clients with tax planning, tax strategy, and tax preparation.
Laura Jagdman, CPA
Tax Advisor Manager
Michelle joined CFA in 2018 as a Client Service Associate and when she's not working, she spends much of her time with family and traveling.
Client Service Manager
Austine joined CFA in September 2020 as a Receptionist and has quickly grown in her role to Client Service Associate. Austine is a familiar and friendly voice to our clients.
Senior Client Service Specialist
Katie started at CFA after working for a tax firm CFA acquired in 2018. Katie is an Accounting Associate that helps clients with bookkeeping, payroll, and accounting.
Accounting & Payroll Specialist
Aurielle joined our team in April 2023, as an Accounting & Tax Specialist!