In addressing every aspect of your financial life, we work closely and collaboratively with your current accountant, attorney or insurance advisor. When needed, we’ve developed alliances with other trusted professionals. Some of the professionals we work with include:
Denise A. Neason, CPADenise is the Tax Manager Bee, Bergvall & Co. Business and Individual tax practice, where she has worked since 2002. She has extensive experience in accounting for small businesses , reviews for medium-sized businesses (especially privately-owned businesses) and nonprofits, business consulting, tax planning and tax compliance for businesses and individuals. Denise received her undergraduate degree from Temple University.
Jackie is a Senior Accountant working in Business and Individual tax practice. She possesses over 24 years of experience in all aspects of tax. In particular, Jackie is versed in multi-tax issues as well as international filings. Jackie received her undergraduate degree from Delaware Valley College.
For over a decade, Bob has been tailoring risk management strategies for affluent individuals and families. He received the Certified Advisor of Personal Insurance (CAPI) from The Wharton School and the Chartered Private Risk and Insurance Advisor (CPRIA) from St. John’s University. He received his undergraduate degree from Drexel University. Bob and Mike have worked closely together for years and coordinate client financial and insurance plans to ensure protection from the unexpected events of life.
Frank’s 21yrs of experience has allowed him to build strong relationships with the carriers we represent and enabled him to make his own footprint in the business as a second generation.
Frank holds his insurance license and series 6 registration. He is an active member of the Philadelphia Estate Planning Council and serves as the Co-Chair for their annual Golf Outing. He serves as the Junior Golf Committee Chair at Commonwealth National Golf Club. He is a graduate of West Chester University, an avid golfer, and is happily married with two children.
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Rich began his career serving in the United States Marine Corps with multiple combat deployments. Stateside, he has worked as a brokerage manager with Coastal Insurance Consulting since 2017. Rich received his undergraduate degree from Penn State and is currently pursuing his MBA.
