Claudia is a Partner Emeritus at the firm.
Claudia has a Master of Science in Financial Planning (MSFP) from the College of Financial Planning and a Bachelor of Science in Accounting from LeMoyne College. She is a CERTIFIED FINANCIAL PLANNER™ practitioner and Certified Public Accountant who is qualified to use the Personal Financial Specialist designation (CPA/PFS). Claudia also holds a Master Planner Advanced StudiesSM designation (MPASSM) and is a Hoffman-Haas Fellow.
Claudia brings an intimate knowledge of SEC reporting and business systems to her clients, many of whom are CEO’s and executives at public companies. Prior to joining the firm in 2000, Claudia was the Vice President of Finance and Control for two of the largest divisions of Agway, Inc. Prior to that, she owned and managed an accounting practice which serviced individual and corporate clients in the Syracuse, NY area. Claudia started her accounting/auditing career at Coopers & Lybrand in Syracuse, where she worked primarily on audits of large SEC clients.
Claudia serves as a Director on the board of the NH Center for Nonprofits and is also very involved in a number of NH-based nonprofit organizations including the NH Lakes Association “Lake Host” program, which assists local groups dedicated to protecting the state’s lakes and watersheds.