Douglas H. Greene, CPA

Since founding the firm in 1982, Doug continues to faithfully serve his clients and community with steadfast dedication. As a Registered Investment Advisor, he employs an aggressive to conservative investment strategy based on the individual client’s preferences. He is past President of the Washington Rotary Club, Lifetime member of the Washington, CT Volunteer Fire Department, and retired Treasurer and honorary life member of the Washington Country Club. Doug is a nationally recognized speaker, lecturing to thousands of CPAs, investors and retirees. An avid outdoor enthusiast, he is also a certified Yoga instructor.

Joan Cassel

Joan is our Senior Accountant and has 25 years of experience in both public accounting and private corporate accounting. Dedicated and reliable, Joan prepares business tax returns and assists clients with QuickBooks bookkeeping services and other business matters.