Trading Department
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Derek Oxford [ see bio ]
Portfolio Trader
Derek@CPAlliance.com |
Tony Corrao [ see bio ]
Portfolio Trader
Tony@CPAlliance.com |
Portfolio Management Department
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Esther A. Barnette [ see bio ]
Portfolio Mgmt Supervisor
EstherB@CPAlliance.com |
Della Parker [ see bio ]
Portfolio Management Assistant
Della@CPAlliance.com
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Pamela Greblick [ see bio ]
Portfolio Management Assistant
Pamela@CPAlliance.com |
Sharon Mort [ see bio ]
Portfolio Management Assistant
Sharon@CPAlliance.com
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Government Department
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Gary E. Clark [ see bio ]
Director, Institutional Plans
Gary@CPAlliance.com
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Michael L. Lawton [ see bio ]
Financial Advisor, Government and
Public Sector
MLawton@CPAlliance.com |
Retirement Department
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Bryan Mau [ see bio ]
Director, Retirement
Plan Services
BMau@CPAlliance.com
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Nolen Bailey [ see bio ]
Regional Director,
Retirement Plan Services
Nolen@CPAlliance.com |
CPAllianceTM

Scott Sweeten [ see bio ]
Director, CPAlliance Program
Scott@CPAlliance.com
Tax Department
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Michael A. Riskin, CPA [ see bio ]
Director, Taxation
MRiskin@cpalliance.com
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Holly D. Kelley, CPA [ see bio ]
Tax Supervisor
Holly@cpalliance.com |
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Beth Patteson, CPA [ see bio ]
Senior Accountant
BPatteson@CPAlliance.com |
Jorge Rivera [ see bio ]
Senior Accountant
Jorge@CPAlliance.com
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Shaun Miller [ see bio ]
Staff Accountant
Shaun@CPAlliance.com
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Janell Repsher [ see bio ]
Tax Administrative Assistant
Janell@CPAlliance.com |
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Operations Department
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Bob Herring [ see bio ]
Director, Technical and
Support Services
bherring@CPAlliance.com |
Beth Templeton [ see bio ]
Receptionist
Beth@CPAlliance.com |