Members:

• American Institute of Certified Public Accountants  (AICPA)

• Pennsylvania Institute of Certified Public Accountants (PICPA)

• Financial Planning Association  (FPA)

• National Institute of Certified College Planners (NICCP)

• Bucks County Estate Planning Council (NAEPC)

• Bucks County Association of CPA's

• Buxmont Chapter of Pennsylvania Society of Public Accountants (PSPABuxmont)

• New Jersey Society of Certified Public Accountants (NJSCPA)

• Investment Advisor Representative

• Licensed Insurance Agent

• Notary Public

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