EagleStone Joins Forces with Polan & Hollis, LLC, and Benz Guardia Associates, PC--Welcome All New Clients and Team Members

EagleStone Tax & Wealth Advisors hires Steve Pugliese as a Principal – Tax & Accounting

Rockville, MD – July 2, 2018 – EagleStone Tax & Wealth Advisors welcomes our newest employee, Steve Pugliese, to the team as a Principal in Tax & Accounting.

Steve graduated from the University of Maryland, College Park with a Bachelor of Science in Accounting. Steve worked alongside CEO, James Warring, and CCO, Tarun Mehta, in the past and is happy to rejoin them an the EagleStone team after a decade.

Steve specializes in the taxation of high income individuals and families; this includes the taxation of partnerships and other pass-through entities, trusts, charitable and operating foundations, and aircraft/ asset planning. Steve will be a great addition to our team with the skills and experience that he brings with him to the company.

EagleStone works to integrate tax and wealth management to better assist our clients and all of their financial needs.

For more information, please contact Danielle Diffenderfer – PR & Marketing Coordinator at 301-924-2160 or at [email protected] .


Securities offered through DAI Securities, LLC. Member FINRA/SIPC. Advisory Services offered through EagleStone Tax & Wealth Advisors. EagleStone Tax & Wealth Advisors is not affiliated with DAI Securities. Financial planning, investment and wealth management services provided through EagleStone Wealth Advisors, Inc. Tax and accounting services provided through EagleStone Tax & Accounting Services.

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