Partners

Fotolia_19666648_XS-300x200 Partners  When working with clients, our partners assume the role of independent, unbiased advisors. We work with you to help you accomplish you personal and business goals.

Reach out to any of our partners for an initial consultation, or learn more by clicking on their name.

Daniel F. O’Brien, CPA, CFP, JD, CExP
781-410-2300
Email

Robert J. Ryan, CPA 
781-410-2300
Email

Patrick H. O’Brien, CPA, CVA, MST 
781-410-2300
Email

Paul C. Ryan, CPA 
781-410-2300
Email

Charles M. Casassa, CPA, PFS, MST 
781-410-2300
Email

Sean R. O’Brien, CPA, CITP
781-410-2300
Email

William R. Mortimer, CPA 
781-410-2273
Email

Karen L. Regan, CPA, CVA
781-410-2300 ext. 110
Email

David W. Riley, CPA (Retired)