When we say we support every stage of your financial journey, we mean it.

We provide the clarity, consistency, and trusted insight essential to managing your financial well-being and building a stronger, more resilient small business.

Our Network

When we say we offer comprehensive support, we mean it. Achieving true financial clarity—and building a resilient small business—requires more than day-to-day number crunching. It calls for steady guidance, strategic thinking, and a trusted circle of expertise.

That’s why we’ve cultivated a network of top-tier professionals across legal, financial, and advisory fields who share our commitment to integrity and excellence. Whether your needs are straightforward or complex, you’ll have access to the right experts at the right time—ensuring you’re fully supported, every step of the way.

Wealth Management

Kostas Foussias
Certified Financial Planner

Helen Papadakis
Certified Financial Planner

Ted Karon
CFA – Wealth Advisor & Portfolio Manager

Real Estate

Shannon McCaffrey

Cross-border Taxation

James Kromida
CPA, CA

Review and Audit Engagements