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I assist in the preparation of personal and corporate tax returns and tax projections, as well as analyze financial statements to ensure accuracy. I also process payroll and submit routine filings — including Sales and Use Tax returns, State Statements of Information, out-of-state filings, and other tasks that help businesses stay in compliance at the…
I founded ACap Asset Management in 2009 with a distinct vision: to combine comprehensive wealth management and expert tax planning under one roof. With over 30 years of experience in the financial services industry, I recognized early on that most firms specialize in either investment management or accounting — but rarely both.
As Wealth Management Associate and Client Relationship Manager, I support our clients and help keep day-to-day operations running smoothly within the AUM department — managing reporting systems and CRM tools, facilitating money movements, performing trades, and overseeing the onboarding and maintenance of employer-sponsored plans.
I help businesses process payroll, maintain compliance with payroll tax regulations, prepare quarterly and year-end filings, and support bookkeeping and payroll reporting needs. I help clients stay organized, avoid penalties, and ensure employees are paid accurately and on time.
VP of Marketing leading ACap’s brand strategy, client messaging, and outreach — making sure the firm’s voice stays clear and authentic.
With over 7 years of hands-on experience in operations, I play a key role in keeping ACap’s day-to-day functions running smoothly. I support everything from monitoring internal communications and preparing reports, to assisting the accounting department with bookkeeping and monthly financials. If something needs to get done, I get it done.
I keep the day-to-day operations running smoothly and oversee billing management for the firm. Often the first voice clients hear when they call, I make sure every interaction is welcoming, helpful, and directed with care. I support clients and the ACap team alike with sharp attention to detail and strong problem-solving skills, helping maintain the…
I provide tax and wealth management advisory to help clients achieve their financial goals with confidence and clarity.
I work across both Wealth Management and Accounting, providing clients with holistic financial planning and tax strategies — bringing over 15 years of industry experience to help clients navigate complex financial decisions with confidence and clarity.