Resource Team

Resource Team

CPA EDGE is a professional alliance that brings experienced professionals  together to address their clients’ issues.
Founder/ Wealth Management

James D. Hiles
Partner
First Capital Advisors Group

Private Insurance Companies Captives

Dana Marino
Business Development
Enterprise Risk Strategies

Cost Segregation

Bruce A. Johson, MBA, CEM
Founding Partner
Capstan Tax Strategies

Investment Analysis/ Alternative Investing

Steve Turi
Managing Partner and Chief Investment Officer
Skyview

Retirement Planning

Charles Rosenberg, CRA, CRC, AIF
Vice President and Managing Partner
Intac Actuarial Services, inc.

Business Coaching

Nick Mariniello
Professional Business Coach and Area Developer
Focal Point

Expense Management

Craig Bartner
Director
Expense Reduction Analysts

Divorce Mediation

Jann Catto
Founder/President
TLC Mediation, LLC

General Business Law

Joseph J. LaCosta, Esq.
Attorney
Carluccio, Leone, Dimon, Doyle & Sacks LLC

CFO Services

Tim Anglim, CPA, CMA, CGMA, CFE
Founder/President
YesCFO, LLC