Donald E. Graves, CPA, Partner/Owner
Donald has a Masters Degree in Taxation from Bentley College as well as a Masters in Financial Planning. He has over 30 years of Public Accounting experience. He is a registered representative of Money Concepts Capital Corporation, Inc. and has a Series 66, Series 7 and a Massachusetts insurance license in order for him to be able to sell life insurance and fixed and variable annuities.
Alex V. Siano, CPA, Jr. Partner
Alex graduated in 1995 from University of Massachusetts in Amherst with a Bachelors of Business Administration in Accounting. He has over 10 years of Public Accounting Experience.
Penny Graves, Administrative Assistant
Penny is Donald’s wife and has provided invaluable general administrative support in many areas of the firm’s business since its inception.
Patricia Mitchell, Administrative Assistant
Pat provides administrative support to Donald in the investments area as well as bookkeeping and assistance in other areas of the practice.