Our Team
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
John A. Culhane, CPA®
Business Owner, Tax and Financial Planning Specialist
(203) 268-6146
John Culhane CPA, Graduate of St. John's University with a Bachelor's Degree in Accounting, and MBA in Taxation. Certified Public Accountant licensed to practice in both Connecticut. Life, health insurance license in the Connecticut,...
Terri Albuquerque
Financial and Administrative Consultant
(203) 268-6146
Terri Albuquerque, Terri is a former Connecticut State certified teacher and graduate of Masters of arts in teaching program from Sacred heart University. Terri holds BA in English, BS in elementary education, and a Minor in Psychology...
Chris Schermann
Office manager
Office Manager. Formerly an Executive Assistant at JP Morgan Chris has over 30 years of customer relationship experience in the financial services industry. Chris brings a depth of talent and an unwavering attention to detail to...
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