Anne D’Amico, CPA/PFS

Associate Partner, Personal Financial Specialist

One of Anne’s favorite aspects of her career is helping her clients plan for and achieve financial independence.  She stresses the importance of tax planning, financial planning, and retirement planning with her business and individual clients. With over 30 years of experience, Anne values the long-term relationships she has created and maintained with her clients, many of whom she considers friends.  At home, Anne is an empty-nester with an array of hobbies including, golf, baking, reading, playing the piano, and attending movies and concerts.


“Keep moving forward and don’t look backwards. Let us help you plan for the year-end, the next ten years, and your children’s future.  Transitioning to the cloud enables us to help you today instead of tomorrow.”