Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.
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Formerly Amy Dimon
Senior Tax Associate, Enrolled Agent
Financial Paraplanner Qualified Professional (FPQP™)
ACCREDITED PORTFOLIO MANAGEMENT ADVISOR℠ (APMA®)
Bentley University, 2022 - 2026
Bentley University, 2022-26
Business Development Specialist
Starting May 2026
University of South Carolina, 2022-26
Brandeis University, 2022-26
Bentley University, 2023-27
Roanoke College, 2023-27
Bentley University, 2024-28
Bentley University, 2023-2027
MS Accounting Candidate, UMass Boston 2024-26
BS Economics, UC Davis
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