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


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


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


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

Tax Managers

Suzanne Wetherbee

phone: 508-475-3821
fax: 508-475-3921

Zachary DeFeo, CPA

phone: 508-475-3884
fax: 508-720-5738

Supervisors

James Jorgensen
Account Supervisor
phone: 508-475-3828
fax: 508-475-3928

Lisa Scipione
Account Supervisor
phone: 508-475-3815
fax: 508-475-3915

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

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

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

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

Tina Cherrier
Account Supervisor
phone: 508-475-3826
fax: 508-475-3926

Account Managers

Deb Keefe
Account Manager
phone: 508-475-3809
fax: 508-475-3909

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

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

Joanna Clancy
Account Manager
phone: 508-475-3848
fax: 508-475-3879

Judith Walsh McLean
Account Manager
phone: 508-475-3807
fax: 508-475-3907

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

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

Nolan Forbes
Account Manager
phone: 508-720-5730

Priscilla Lippert
Account Manager
phone: 508-475-3838
fax: 508-475-3843

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

Accounting Clerks

Dylan Taylor
Accounting Clerk
phone: 508-475-3819
fax: 508-475-3919

Eric Norman
Accounting Clerk
phone: 508-475-3835

Gabriella Kamyck
Accounting Clerk
phone: 508-475-3839
fax: 508-720-5736

Julie Smola
Accounting Clerk
phone: 508-475-3805
fax: 508-475-3905

Lisa Alley
Accounting Clerk
phone: 508-475-3831
fax: 508-475-3849

Luong Nguyen
Accounting Clerk
phone: 508-475-3886

Susan Wheeler
Accounting Clerk
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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