Our Team

James D. Warring, CPA/PFS, CFP®

Founder & Chief Executive Officer

John “Jay” Martin, CPP, CBC

Chief Operating Officer

Tarun Mehta, JD/MBA

President & Chief Compliance Officer

Joseph Lager, CPA, CFE, CDFA®

Director of Tax & Accounting

Kim Vermillion, QKA®

Director of Retirement Services

Larry Polan, CPA

Principal - Tax & Accounting

Barry Benz, CPA

Principal - Tax & Accounting

Yohan Allender, CPA, CFP®

Vice President of Client Services

Joseph Lager, CPA, CFE, CDFA®

Director of Tax & Accounting

James D. Warring, CPA/PFS, CFP®

Founder & Chief Executive Officer

Larry Polan, CPA

Principal - Tax & Accounting

Barry Benz, CPA

Principal - Tax & Accounting

Tarun Mehta, JD/MBA

President & Chief Compliance Officer

Yohan Allender, CPA, CFP®

Vice President of Client Services

 

Katherine Thomas, CPA

Senior Tax Manager

Benjamin Dorsey, CFP®

MST – Senior Tax Manager

 

Kyle Johnson, CPA

Tax Manager

Patricia Biscoe

Senior Tax Consultant

Diane Futrowsky, CPA

Senior Tax Consultant

Beverly Grimm

Senior Tax Consultant

Steve Pugliese, CPA

Consultant

Patti Johnson

Accounting Supervisor

Angela Luong, CPA, CMA

Tax & Accounting Supervisor

Neha Shah

Tax & Accounting Supervisor

 

Rosalie Tam, CPA

Senior Tax & Accounting Associate

Erick Regente

Senior Tax & Accounting Associate

Nurul Hoq, MBA

Tax & Accounting Associate

Danielle Ginsburg

Supervisor of Tax Coordination

Kaity Duong

Tax Coordinator

Tanisha Lloyd-Darkins

Senior Administrative Associate

Barbara Thomas

Senior Consultant - Client Services

James D. Warring, CPA/PFS, CFP®

Founder & Chief Executive Officer

Tarun Mehta, JD/MBA

President & Chief Compliance Officer

Olac Pallan

Director of Portfolio Management

Kevin Moody, AIF®

Senior Wealth Advisor

DJ Reeves

Operations Manager – Wealth Management Team

John “Jay” Martin, CPP, CBC

Chief Operating Officer

Kimberly Vermillion, QKA®

Director of Retirement Services

James D. Warring, CPA/PFS, CFP®

Founder & Chief Executive Officer

Tarun Mehta, JD/MBA

President & Chief Compliance Officer

David Archer

Senior Consultant

Sandra Swiantek

Senior Consultant

Jeanine Gordon

Client Services Associate

Suzanne Trump Warring

Director of Marketing

Laura Cinnamon

Operations & Marketing Manager

Danielle Ginsburg

Supervisor of Tax Coordination

Kaity Duong

Tax Coordinator

Tanisha Lloyd-Darkins

Senior Administrative Associate

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Securities offered through Emerson Equity LLC. Member FINRA/SIPC. Advisory Services offered through EagleStone Tax & Wealth Advisors. EagleStone Tax & Wealth Advisors is not affiliated with Emerson Equity LLC. 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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