Announcing New Partners and Staff Promotions

We’re proud to announce that the firm has named four new Partners and we have promoted several outstanding team members across the firm. These individuals have demonstrated leadership, expertise, and a deep commitment to client service and team development.

Meet Our New Partners

Nick Grgas – Partner

Nick leads our Audit & Assurance Department and has been a major force behind its growth. He manages complex engagements across a variety of industries and sets a high standard for quality and service. Known for his collaborative approach and deep technical knowledge, Nick has earned the trust of clients and colleagues alike.

Gary Sozzi – Partner

Gary is Co-Lead of the Tax Department and has helped expand and strengthen the team’s capabilities. He works closely with business owners and high-net-worth individuals on advanced tax planning and structuring. Gary is also a dedicated mentor and team leader whose experience and insight continue to shape the future of the department.

Jonathan Porcelli – Partner

Also serving as Co-Lead of the Tax Department, Jonathan helps guide team priorities, oversee the execution of client engagements, and support the growth of the team. He focuses on developing customized tax strategies for closely held businesses and individuals, aiming to reduce tax exposure and improve cash flow. Jonathan’s leadership, technical skills, and operational focus have made a lasting impact.

Ari Shamir – Partner

Ari is Co-Lead of the Family Office Department and has been central to growing the firm’s work with high-net-worth individuals and families. He designs integrated strategies that bring together tax, estate, and financial planning. Ari is known for helping clients navigate complex decisions with clarity, confidence, and a personal touch.

These new Partners reflect the strength and depth of our leadership team and reinforce our commitment to providing exceptional service across all areas of the firm.

Staff Promotions Across the Firm

We’re also recognizing team members from various departments whose contributions and growth continue to strengthen our client experience.

Tax Department

• John Yuksekol, CPA – Tax Manager
• Kyle Brady – Tax Supervisor
• William Lett – Tax Senior
• Andrew Oziel, CPA – Tax Senior
• Jenna Buquicchio – Tax Semi-Senior
• Christian Luna, CPA – Tax Semi-Senior

Audit & Assurance Department

• Matthew Bottari – Audit Senior

CFO + Client Advisory Services Department

• Paige Jameson – Senior Controller

Family Office Department

• Meghann Smith – Family Office Manager
• Evan Landress – Family Office Senior

Each of these professionals brings valuable skills and a strong work ethic to their roles, and their growth reflects the supportive, team-driven environment we strive to build every day.