Broker Check

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.

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