Partners


Mark B. Rosen, CPA, CFP® Managing Partner

Mark B. Rosen, CPA, CFP®

Mark B. Rosen, CPA, CFP® earned his Bachelor of Science degree in accounting from the University of Vermont. He earned his CPA license in 2001 and his Certified Financial Planning license in 2007. He is also Series 7 and 66 licensed.

phone: 508-475-3814 | fax: 508-475-3914


Carolyn E. Carpenter, CPA

Carolyn E. Carpenter, CPA

Carolyn E. Carpenter, CPA earned her BA in business management, and also her MBA, from Clark University.

phone: 508-475-3840 | fax: 508-986-9455


Craig L. Loomis, CPA

Craig L. Loomis, CPA

Craig L. Loomis, CPA earned his Bachelor of Science degree in accounting and marketing from Bentley University. He obtained his CPA license in January of 2001.

phone: 508-475-3818 | fax:508-475-3918


Karen J. Stamps, CPA

Karen J. Stamps, CPA

Karen J. Stamps, CPA earned her Bachelor of Science in Accounting from Bryant University.

phone: 508-475-3810 | fax: 508-475-3910

Tax Department


Jeffrey C. Kristoff, CPA, MST Director of Tax

Jeffrey C. Kristoff, CPA, MST

Jeffrey C. Kristoff, CPA, MST earned his Bachelor of Science degree in Business from Worcester State University and his Master of Science degree in Taxation from Bentley University.

phone: 508-475-3852 | fax: 508-986-9452

Suzanne Wetherbee, MBA, CPA

Tax Manager
phone: 508-475-3821
fax: 508-475-3891

Rebecca Schoville

Senior Tax Accountant
phone: 508-475-3820
fax: 508-720-5735

Supervisors

Janet Snyderman
Account Supervisor
phone: 508-475-3842
fax: 508-475-3888

Jennifer Newton
Account Supervisor
phone: 508-475-3874
fax: 508-475-3894

Mario Lostracco, CPA
Account Supervisor
phone: 508-475-3817
fax: 508-475-3917

Melissa Bouchard, MST, EA
Account Supervisor
phone: 508-475-3829
fax: 508-475-3929

Rita Bedard, MSA
Account Supervisor
phone: 508-475-3824
fax: 508-475-3924

Sandy Madden
Account Supervisor
phone: 508-475-3823
fax: 508-475-3923

Tina Cherrier, MBA, EA
Senior Manager of Accounting Services
phone: 508-475-3826
fax: 508-475-3926

Account Managers

Dylan Taylor
Account Manager
phone: 508-475-3819
fax: 508-475-3919

Jack Roderick
Account Manager
phone: 508-475-3841
fax: 508-475-3849

Jamie Harris
Account Manager
phone: 508-475-3802
fax: 508-475-3902

Jenna Savoie
Account Manager
phone: 508-475-3891
fax: 508-475-3843

Kathy DiGiorgio
Account Manager
phone: 508-475-3811
fax: 508-475-3911

Kristy Niedzwiecki
Account Manager
phone: 508-475-3812
fax: 508-475-3912

Logan Sager
Account Manager
phone: 508-475-3846
fax: 508-475-3847

Luong Nguyen
Account Manager
phone: 508-475-3886
fax: 508-475-3859

Nathan Makynen
Account Manager
phone: 508-475-3875
fax: 508-475-3853

Robin Lander
Account Manager
phone: 508-475-3833
fax: 508-475-3890

Ryan Zahr
Jr. Account Manager
phone: 508-475-3809
fax: 508-475-3909

Bookkeeping Staff

Angie Saris-Coburn
Bookkeeper
phone: 508-475-3831
fax: 508-475-3898

Gabriella Kamyck
Bookkeeper
phone: 508-475-3839
fax: 508-720-5736

Patricia Curley
Bookkeeper
phone: 508-475-3878
fax: 508-475-3879

Stephen Nganga
Bookkeeper
phone: 508-475-3804
fax: 508-475-3904

Susan Wheeler
Bookkeeper
phone: 508-475-3834
fax: 508-720-5737

Administrative Staff

Alexandria Chiuchiolo
Partners Executive Assistant
phone: 508-475-3801
fax: 508-475-3901

Amanda Campbell
Administrative Assistant
phone: 508-475-3860
fax: 508-475-3960

Amanda Leveille
Billing Manager
phone: 508-475-3827
fax: 508-475-3927

Lisa DeSalvo
Controller
phone: 508-475-3816
fax: 508-475-3916

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