Our Team
Peter Formanek
CPA, Managing Partner
Peter is the Managing Partner of the CPA firm, and also heads up the Family Office Advisor services group. He has been a CPA and wealth advisor for 20+ years, and has strong relationships with numerous large family offices in the U.S....
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Ruurd Leegstra
CPA, Senior Advisor
Ruurd has 30+ years of experience in industry ranging from tax advisement and consulting to financial planning. He was a Senior Partner at PricewaterhouseCoopers and Coopers & Lybrand, servicing Fortune 500 clients. He has been the...
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Beatriz Alvarez Cabrero
CPA, Senior Accountant
Beatriz has 15+ years of experience in public accounting, auditing and financial reporting. Previous roles include Managerial and Staff Audit positions at BDO and PriceWaterhouseCoopers, and Financial/Accounting Analyst positions at...
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Paula Jackson
Office Manager
Paula has 30+ years experience in client relationship management, and extensive accounting/tax experience, including 15 years at Kass & Jaffe, CPAs.