Johnny is our Senior Tax Associate. He works closely with our Advising team to take advantage of tax efficiencies for our Wealth Management clients. Johnny also prepares our client’s tax returns.
Originally from a small farm town in upstate New York near the Canadian border, Johnny earned both his bachelor’s and master’s degrees from SUNY Albany, where he studied Accounting and Forensic Accounting.
Before joining our team, Johnny spent seven years at KPMG and later ran his own tax practice. He’s a Certified Public Accountant (CPA), a Certified Fraud Examiner (CFE), and a licensed Real Estate Broker. He brings a wide range of experience to his work.
Outside of the office, Johnny once spent five years singing and dancing professionally in New York City. These days, he enjoys playing in weekly sports leagues, catching up with his big family (he has 16 siblings!), and spending time with his two doodles, Hamilton and Bruno.
