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Monica is currently managing partner at Monica R. Kellogg, CPA, LLC. For years, Monica R. Kellogg, CPA, LLC has been providing quality, personalized financial guidance to local individuals and businesses. Monica R. Kellogg, CPA, LLC's expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning.
Michael is president of Wealthstream Advisors Inc. His professional credentials include: Certified Public Accountant, Personal Financial Specialist and Certified Divorce Financial Analyst. Beyond serving clients, Michael believes in the importance of continuing to learn and sharing his knowledge and experiences with other professionals and the general public. Michael is a member of the American Institute of CPAs, the New York State Society of CPAs and the National CPA Financial Literacy Commission.
Irv has helped clients grow their businesses and achieve financial security for more than 30 years. He is a business and financial advisor to clients in retail, real estate, the automobile industry and the professional services, with particular skills in litigation support as an expert witness, and often helps clients with mergers, acquisitions and sales of their businesses. Irv holds the title of Personal Financial Specialist and Certified Valuation Analyst.
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