Our Team

At every level of the firm, we provide a high degree of professional attention and a broad array of expertise. Our professional staff is organized into client service teams and led by a group of shareholders, who serve as active owner-managers, overseeing the daily operations of the firm.

Active Shareholders

Karla Kelton

Frank Conroy

kerry johnson

Paula Mavridis

Retired Shareholders

Some retired shareholders remain active in the firm, helping to ensure continuity of service to the firm’s long-standing clients.

George Karahal

Kerry Johnson

We welcome the opportunity to talk with you. Together, we can design a service plan that is tailored to your needs.