Partners

Christie Henderson, CA, CFP, TEP
Managing Partner

Laurence J. Henderson, FCA, CFP
Partner

Tom Sakellaris, CA
Partner

Principals

Josée O'Toole, CGA
Principal

Robyn Pangman, CA
Principal

Managers

Rebecca Hughes, CA, CFP
Sr. Manager - Tax

Linda Stalker, CFP, FMA
Sr. Manager, Wealth Advisory Services

Christine Smales, CA
Manager, Assurance & Advisory Services

Carolyn Kerr, CA
Director, Business Advisory Services

Joyce Taylor, CA
Sr. Manager - Assurance & Advisory Services

Professional Staff

Barry Doerbecker, CA, EA
Tax Services

Anne Bennington, CGA
Tax Services

Nicole Kries, CA
Tax Services

Shannon Maguire, CA
Accounting Services

Lea Wilkening, CPA
Tax Services

Sukhwinder Randhawa, CA
Assurance & Advisory Services

Anne Lambie, CA
Accounting Services

Bernadette Marsala
Accounting Services

Denisa Bobokova
Accounting Services

Haraish Kuarsingh
Accounting & Assurance Services

Ammad Husain
Assurance & Advisory Services

Jacinda Mills
Accounting Services

Kevin Jones, CGA
Assistant Controller

Marlene Kelly
Bookkeeper/Client Services

Tracy Khamis
Bookkeeper/Client Services

Wealth Advisory Services

Administrative Staff

Arlene Purpura
Partners Assistant/Human Resources

Angela Barboutsis
Administrator/Tax Services

Susan Ramsay
Receptionist/Administrator

Liz Salazar
File/ Admin Clerk

Ann Jensen
Executive Assistant

Nancy Beggs
Administrator