Our Team

John “Jay” Martin, CPP, CBC

Chief Operating Officer

Tarun Mehta, JD/MBA

President & Chief Compliance Officer

Joe Kantakevich, CFP®

Director of Investments & Portfolio Management

Joseph Lager, CPA, CDFA®

Director of Tax & Accounting

Kim Vermillion, QKA®

Director of Retirement Services

Joseph Lager, CPA, CDFA®

Director of Tax & Accounting

James D. Warring, CPA/PFS, CFP®

Chief Executive Officer & Founder

Tarun Mehta, JD/MBA

President & Chief Compliance Officer

Yohan Allender, CPA, CFP®

Vice President of Client Services

Patricia Biscoe, CPA

Principal - Tax & Accounting

Diane Futrowsky, CPA

Principal - Tax & Accounting

Jennifer Scales

Director of Operations - Tax & Accounting

Kyle Johnson, CPA

Tax Manager

Steve Pugliese, CPA

Consultant

Patti Johnson

Supervisor of Accounting

Kripa Gurjar, MBA

Tax Supervisor

Jamie Smallcomb

Tax Supervisor

Danielle Ginsburg

Supervisor of Tax Coordination

Angela Luong, CPA, CMA

Sr. Tax & Accounting Associate

Robert Gibbs

Senior Accountant

Nurul Hoq, MBA

Tax & Accounting Associate

Kate Rickman

Staff Accountant

Barbara Thomas

Senior Consultant - Client Services

Leah Creswell

Senior Consultant - Client Services

Beverly Grimm, CPA

Senior Tax Consultant

Joe Kantakevich, CFP®

Director of Investments & Portfolio Management

James D. Warring, CPA/PFS, CFP®

Chief Executive Officer & Founder

Tarun Mehta, JD/MBA

President & Chief Compliance Officer

Kevin Moody

Senior Wealth Advisor

Kimberly Veilhaber, CFP®

Wealth Advisor & Client Relations Manager

Matt Zielinski

Client Relationship Associate

DJ Reeves

Jr. Financial Analyst / Customer Service Associate

John “Jay” Martin, CPP, CBC

Chief Operating Officer

Kimberly Vermillion, QKA®

Director of Retirement Services

Tarun Mehta, JD/MBA

President & Chief Compliance Officer

David Archer

Senior Consultant

Sandra Swiantek

Senior Consultant

Jeanine Gordon

Client Services Associate

Shanna Stabi

Client Services Associate & Bookkeeper

Suzanne Trump Warring

Director of Marketing

Laura Cinnamon

Marketing Coordinator & Bookkeeper

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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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