Leadership

 

Joe Brusak

Joe is a graduate from Loyola University with an B.A. in accounting and University of Baltimore with a Masters in Taxation. He is a licensed Certified Public Accountant (CPA) in Maryland. Joe also holds a series 7, 66, and life and health insurance licenses. Joe has worked with everything from small “Ma & Pa” businesses to fortune 500 companies.

Our Team

  • Lauren

    ACCOUNTANT

  • Lisa

    ENROLLED AGENT

  • Lindsey

    ADMINISTRATIVE ASSISTANT

  • Mike

    FINANCIAL ASSISTANT