Team
Martin Kofman, CPA
Certified Public Accountant & Wealth Management Advisor
(781) 726-6540
Prior to starting his own C.P.A. firm, Marty worked for PriceWaterhouse. While at PriceWaterhouse, he was selected to work in France, Switzerland, Germany, Japan, and Portland, Oregon. He added financial and investment services 15...
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Mary Ann Glassman
Mary Ann Glassman provides administrative support for both our accounting and investment clients. With 25 years of experience with the firm she handles payroll, bookkeeping and a variety of other administrative duties.
Michael Kofman
Wealth Management Adviser and Senior Accountant
(781) 726-6540
Mike Kofman joined the firm part-time in 2009. After completing college in 2014 he joined the firm full-time as an accountant, investment assistant and client relations manager. He is pursuing his investment, insurance, and enrolled...