James F. Anderson, CPA, PSA
Partner
Location: Bridgewater, NJ
Services: Accounting, Audit, Individual & Business Tax Planning, Internal Controls Audit & Advisory, Tax Services
Industries: Not-for-Profit Organizations
Contact: (732) 906-6222 • janderson@nisivoccia.com

Jim joined Nisivoccia as the result of our merger with Anderson & Company PC on January 1, 2022. Prior, Jim was the founder and Managing Partner of Anderson & Company, a full-service CPA firm established in 1985. Jim is well known throughout New Jersey for his experience and in-depth knowledge of the services applicable to not-for-profit organizations and government funded organizations.

Jim prides himself on providing value-added service to his clients through an understanding of the comprehensive audit and reporting guidelines put in place by the New Jersey Department of Education (NJDOE) and the complex compliance requirements of the New Jersey Administrative Code. He is a frequent speaker on topics and issues affecting these clients as well as an active member of ASAH, a not-for-profit organization of private schools and agencies in New Jersey.

James holds the following degrees and licenses:

• B.A. in Accounting, Farleigh Dickenson University
• Certified Public Accountant (CPA) License: New Jersey
• Public School Accountant (PSA) License: New Jersey

James’ professional memberships and affiliations:

• American Institute of Certified Public Accountants (AICPA)
• New Jersey Society of Certified Public Accountants (NJCPA)
• ASAH, Association for New Jersey Approved Schools for Students with Disabilities

James is also active in the community:

• Member of the New Jersey Board of Trustees, Special Olympics New Jersey
• Member (Vice Chairman) of the Board of Trustees of New Hope Integrated Behavioral Health Care
• Member of the finance committee for Health Care Quality Strategies, Inc. and HQSI Foundation

Robert B. Charlton, CPA
Partner
Location: Newton, NJ
Services: Accounting, Business Advisory, Individual & Business Tax Planning
Industries: Family Owned Business, Small & Medium-Sized Business
Contact: (973) 298-8500 • rcharlton@nisivoccia.com • LinkedIn

Bob considers his practice as a “one-stop-shop” for all small business owners’ accounting and tax planning needs. He specializes in accounting and tax planning services for small/medium and family-owned businesses, professional service groups, health care providers, real estate, manufacturing, and construction contractors. His consulting expertise includes retirement plan analysis and broker/dealer auditing. He also provides individual income tax, estate tax and retirement planning for corporate officers.

Bob holds the following degrees and licenses:

• B.S. in Business Administration major in Accounting, Old Dominion University in Norfolk, Virginia
• Certified Public Accountant License: New Jersey

Bob’s professional memberships include:

• American Institute of Certified Public Accountants (AICPA)
• New Jersey Society of Certified Public Accountants (NJCPA)
• Nisivoccia Wealth Advisors LLC
• Series 7, Series 66 and Life and Health Insurance Licensed

Bob is also active in the community:

• Committee Chair, Sussex County Chamber of Commerce
• Treasurer, Christ Church in Newton
• Treasurer and Trustee, 200 Club of Sussex County

Other past professional and community service includes:

• Awarded the “Mosaic Award” from Project Self-Sufficiency
• “2017 Volunteer Award” from the Sussex County Chamber of Commerce
• National Association of Certified Valuation Analysts
• AICPA Business Valuation and Forensic and Litigation Services Section
• NJSCPA Valuation & Litigation Services Resource Group
• BKR International Business Valuation/Forensic Accounting Committee
• Former Board Member and Treasurer, Karen Ann Quinlan Charitable Foundation
• Former Board Member, United Way of Sussex County
• Former Member, Board of Trustees and Chairman, Beautification Committee, Sussex County Chamber of Commerce
• Former Treasurer, Hampton Township Rotary Club, Hampton Township Rotary Club Endowment
• Former President, Vice-President, Secretary and Treasurer of the Newton Lions Club
• United Way Bike on Old Mine Road Subcommittee
• Member, S.B. Foundation, Inc. Golf Outing Committee
• Member, Sussex County Boy Scouts Distinguished Citizen Award Dinner Committee

Bob celebrates his 36th year of service with our firm in 2024.

Douglas S. Collins, CPA
Partner
Location: Mt. Arlington, NJ
Services: Accounting, Business Advisory, Individual & Business Tax Planning, International Tax
Industries: Construction Contractors and Services, Family Owned Business, Manufacturing, Real Estate, Small & Medium-Sized Business
Contact: (973) 298-8500 • dcollins@nisivoccia.com • LinkedIn

Doug helps his clients optimize their tax savings. Whether family-owned, private business or individual, Doug engages with his clients to develop tax planning strategies to attain their business or personal financial goals. In addition, Doug specializes in tax, audit and advisory services for real estate developers and investors, construction contractors and manufacturing entities. He also has experience providing tax and advisory services to client shareholders, officers and other executives. Doug serves as the partner lead for the Nisivoccia Real Estate and Tax Group.

Doug holds the following degrees and licenses:

• B.S. in Accounting, Messiah College in Grantham, Pennsylvania
• Certified Public Accountant (CPA) License: New Jersey, Pennsylvania

Doug’s professional memberships include:

• American Institute of Certified Public Accountants (AICPA)
• New Jersey Society of Certified Public Accountants (NJCPA)

Nisivoccia Wealth Advisors LLC

• Series 7, Series 66 and Life and Health Insurance Licensed

Doug is also active in the community:

• Advisory Board Member, Lakeland Bank
• Member of the Board of Directors of AHS Investment Corp., a subsidiary of Atlantic Health
• Member of the Board of Directors for the Deacon Family Foundation

Doug celebrates his 32nd year of service with our firm in 2024. 

Valerie Dolan, CPA, RMA, PSA
Partner
Location: Mt. Arlington, NJ
Services: Accounting, Audit, Business Advisory, Internal Controls Audit & Advisory
Industries: Governmental Entities
Contact: (973) 298-8500 • vdolan@nisivoccia.com • LinkedIn

Valerie specializes in audit services for our governmental entity clients including local municipalities, county governments, school districts, public libraries and joint insurance funds. She performs not only financial audits, but numerous single audits in accordance with the Single Audit Act and OMB Circular A-133. Valerie also helps her clients with financial and budget planning.

Valerie is a frequent presenter on topics including, “Preparing for Your Audit” to school business administrators, tax collectors and municipal certified financial officers. She is a co-host of the firm’s annual seminar for newly elected municipal officials, where she helps them understand their financial responsibilities.

Valerie holds the following degrees and licenses:

• B.S. in Financial Accounting, University of Scranton
• Certified Public Accountant (CPA) License: New Jersey
• Registered Municipal Accountant (RMA) License: New Jersey
• Public School Accountant (PSA) License: New Jersey
• Certified Municipal Finance Officer, New Jersey

Valerie’s professional memberships include:

• American Institute of Certified Public Accountants
• New Jersey Society of Certified Public Accountants
• Registered Municipal Accountants Association of New Jersey
• Government Finance Officers Association
• Sussex County School Business Officials Association
• Sussex County League of Municipalities

Valerie is also active in the Community

• Panelist, NJBIA Women Business Leaders Forum, “How Coaching and Mentoring Can Benefit You and Your Organization”.
• Awarded “Business Person of the Year” from Roxbury Chamber of Commerce
• Roxbury Area Chamber of Commerce Executive Board Member

Valerie celebrates her 30th year of service with our firm in 2024.

Deirdre M. Hartmann, CPA
Partner
Location: Mt. Arlington, NJ
Services: Accounting, Audit, Business Advisory, Client CFO Services, Individual & Business Tax Planning, International Tax
Industries: Family Owned Business, Healthcare, Small & Medium-Sized Business
Contact: (973) 298-8500 • dhartmann@nisivoccia.com • LinkedIn

With over 25 years of industry experience, Deirdre specializes in personal and business income tax planning and foreign subsidiary corporations. Deirdre is the leader of the Nisivoccia Healthcare Group where she specializes in tax planning and advisory services for medical, dental and healthcare facilities. Deidre was instrumental in creating the firm’s Client Accounting Outsourced Services Group, and continues to lead the team today.

Deirdre is a frequent lecturer, writer and advisor for small/medium businesses, chamber associations, and medical practices and facilities on a wide range of topics including tax policy, business process efficiencies and revenue cycle analysis.

Deirdre holds the following degrees and licenses:

• B.S. in Accounting, Montclair State University
• Certified Public Accountant (CPA) License: New Jersey

Deirdre’s professional memberships and affiliations:

• New Jersey Society of Certified Public Accountants (NJCPA)
• Medical Group Practice Management (MGMA)
• NJ Medical Group Management Association (NJMGMA)
• New Jersey Healthcare Financial Management Association (NJHFMA)
• Small Business Council of America (SBCA)

Nisivoccia Wealth Advisors LLC:

• Series 7, Series 66, and Life and Health Insurance Licensed

Honors and awards presented to Deirdre:

• 2019 NJCPA Ovation Award Winner, Women to Watch Category

Deirdre has authored and been featured in articles on an array of tax and medical practice management issues:

• “The Learning Curve for Advisory” – NJCPA
• “Private Equity Knocking? What to know before you let them in” – In-Network Healthcare Industry News from Investors Bank
• “New Jersey Telemedicine Providers: Do You Know the ‘Ins and Outs’ of the New Law?” – Nisivoccia LLP Blog
• “Healthcare Fraud and the CPA” – New Jersey Business Magazine

Deirdre’s speaking engagements:

• “Financial Dashboards”, 2011 NJMGMA Tune up Your Practice for Healthcare Reform Conference
• “EHR Meaningful Use”, the New Jersey Society of CPAs Healthcare Conference.
• Northwest Healthcare Experts local events for physicians and practice managers on hot topics affecting their practices

Deirdre is also active in the community:

• Advisory Board Member, County College of Morris Business Program
• Board Member, Small Business Council of America
• Former Board Member, Prevent Child Abuse of New Jersey
• Volunteer, CF Foundation for SIDS
• Volunteer, Habitat for Humanity
• Volunteer, Community Soup Kitchen of Morristown
• Volunteer, Holiday Help for the Needy

Deirdre celebrates her 18th year of service with our firm in 2024.

Ryan Hynson, CPA
Partner
Location: Mt. Arlington, NJ
Services: Accounting, Audit, Business Advisory, Internal Controls Audit & Advisory
Industries: Not-for-Profit Organizations
Contact: (973) 298-8500 • rhynson@nisivoccia.com • LinkedIn

Ryan specializes in providing accounting and audit services to our profit and not-for-profit clients, including performing Single, Yellow Book and Housing Urban Development (HUD) audits. Ryan was awarded the “Rising Star Award” by the Sussex County Chamber of Commerce, being recognized as an emerging leader whose achievements reflect exceptional growth in his profession, increased levels of leadership and responsibility, and high potential for future impact.

Ryan holds the following degrees and licenses:

• Bachelors in Sociology with a minor in Accounting from Bloomsburg University
• Master of Science degree in Accounting from Fairleigh Dickinson University
• Certified Public Accountant (CPA) License: New Jersey

Ryan’s professional memberships and affiliations:

• American Institute of Certified Public Accountants
• New Jersey Society of Certified Public Accountants

Ryan is also active in the community:

• Sussex County Chamber of Commerce Young Professionals Group

Ryan celebrates his 13th year of service with our firm in 2024.

Francis J. (Bud) Jones, CPA, RMA, PSA, Managing Partner
Partner
Location: Mt. Arlington, NJ
Services: Accounting, Audit, Business Advisory, Forensic Accounting, Internal Controls Audit & Advisory
Industries: Governmental Entities
Contact: (973) 298-8500 • bjones@nisivoccia.com • LinkedIn

Bud became Managing Partner in 2020.  He specializes in audit and consulting services for municipalities, counties, county colleges, school districts, and joint insurance funds. In addition, Bud has consulting expertise in utility rate studies, internal control reviews, school district regionalization and de-regionalization studies, technology projects, capital project financing and related debt offerings.

Bud holds the following degrees and licenses:

• B.S. in Accounting, Saint Francis College Loretto, Pennsylvania
• Certified Public Accountant (CPA) License: New Jersey
• Registered Municipal Accountant (RMA) License: New Jersey
• Public School Accountant (PSA) License: New Jersey

Bud’s professional memberships include:

• American Institute of Certified Public Accountants
• New Jersey Society of Certified Public Accountants
• Former Chairperson, New Jersey Society of Certified Public Accountants -Governmental Accounting and Auditing Interest Group
• Associate Business Member, Morris County; New Jersey; and International Associations of School Business Officials (ASBO)
• New Jersey and National Government Finance Officers Associations

Nisivoccia Wealth Advisors LLC

• Series 7, Series 66 and Life and Health Insurance Licensed

Bud is a frequent speaker at seminars, conferences, and conventions on governmental accounting, audit, and internal control issues.

Bud is also active in the community:

• Treasurer, Morris County Library Foundation
• Member, 200 Club of Morris County
• Board Member and Chairman, Supervisory Committee Tri-Co Federal Credit Union

Check out Bud on BrokerCheck

Bud celebrates his 43rd year of service with our firm in 2024.

Andrew Kucinski, CPA, RMA, PSA, CFE
Partner
Location: Mt. Arlington, NJ
Services: Accounting, Audit, Business Advisory, Forensic Accounting, Internal Controls Audit & Advisory
Industries: Governmental Entities
Contact: (973) 298-8500 • akucinski@nisivoccia.com • LinkedIn

Andrew is a member of our Governmental Entity Group where he specializes in providing accounting, audit, budget and planning services to our municipalities, counties and school district clients.

Andrew holds the following degrees and licenses:

• B.S. in Accounting, Fairleigh Dickinson University
• M.S. in Accounting, Fairleigh Dickinson University
• Certified Public Accountant (CPA) License: New Jersey
• Public School Accountant (PSA) License: New Jersey
• Registered Municipal Accountant (RMA) License: New Jersey
• Certified Fraud Examiner (CFP)

Andrew’s professional memberships and affiliations:

• American Institute of Certified Public Accountants
• New Jersey Society of Certified Public Accountants
• Association of Certified Fraud Examiners

Andrew is also active in the community:

• Member, Mt. Olive Chamber of Commerce
• Member, Morris County Chamber of Commerce
• Member, Somerset County Business Partnership

Andrew celebrates his 16th year of service with our firm in 2024.

Man Lee, CPA, RMA, PSA
Partner
Location: Mt. Arlington, NJ
Services: Accounting, Audit, Business Advisory, Internal Controls Audit & Advisory
Industries: Governmental Entities
Contact: (973) 298-8500 • mlee@nisivoccia.com • LinkedIn

Man joined the firm 17 years ago as a member of the Governmental Entity Group and has successfully rose through the firm from staff accountant to partner. She specializes in performing audits for county and municipal governments, school districts, fire districts and authorities, as well as federal and state grants. She is a frequent industry speaker on topics such as “How to Prepare for Your Audit”, “Understanding the Board Secretary Report” and “Accounting for Capital and Construction Projects.”

Man holds the following degrees and licenses:

• B.S. in Accounting, M.B.A. from University of Scranton
• Certified Public Accountant (CPA) License: New Jersey
• New Jersey Public School Accountant (PSA) License: New Jersey
• Registered Municipal Accountant (RMA): New Jersey

Man’s professional memberships and affiliations:

• American Institute of Certified Public Accountants
• New Jersey Society of Certified Public Accountants

Nisivoccia Wealth Advisors LLC

• Series 7, Series 66 and Life and Health Insurance Licensed

Man is also active in the community:

• Board Member, Northern Jersey American Red Cross

Man celebrates her 20th year of service with our firm in 2024.

Kathryn L. Mantell, CPA, RMA, PSA
Partner
Location: Mt. Arlington, NJ
Services: Accounting, Audit, Business Advisory, Internal Controls Audit & Advisory
Industries: Governmental Entities
Contact: (973) 298-8500 • kmantell@nisivoccia.com • LinkedIn

Kathi’s expertise is in audit and consulting for various governmental entities including municipalities, counties, authorities, libraries, and school districts within New Jersey.

She directs the firm’s school district audit division and has made numerous presentations at the New Jersey School Boards’ Association, New Jersey Association of School Business Officials, New Jersey Association of School Administrators and Government Finance Officers’ Association conferences on topics relating to public entities’ financial statements and internal controls.

Kathi has extensive experience in financial advisory and consulting services which include review and design of internal accounting controls; assistance in various debt issuances and refundings; preparation of capital project and debt management plans; utility rate studies; and budget reviews.

Kathi holds the following degrees and licenses:

• B.S. in Accounting, Concentration in Business Management, York College of Pennsylvania
• Certified Public Accountant (CPA) License: New Jersey
• Registered Municipal Accountant (RMA) License: New Jersey
• Public School Accountant (PSA) License: New Jersey

Kathi’s professional memberships include:

• American Institute of Certified Public Accountants
• New Jersey Society of Certified Public Accountants
• Registered Municipal Accountants Association of New Jersey
• New Jersey Government Finance Officers Association
• Bergen, Essex, Morris, Somerset and Sussex County Associations of School Business Officials
• Sussex County League of Municipalities

Nisivoccia Wealth Advisors LLC:

• Series 7, Series 66 Life, Accident and Health Insurance, Variable Annuities licensed

Other professional engagements:

Kathi is a frequent lecturer at local and state School Business Official Associations, Governmental Finance Officer Association seminars.

Kathi is also active in the community:

• Board of Directors of the Newton Rotary Club
• Greater Newton Area Chamber of Commerce
• Habitat for Humanity
• Patriots Path Boy Scout Council
• Project Self-Sufficiency
• Sussex County Chamber of Commerce
• Saint Matthew’s Parish
• Wharton Area Little League
• Past Treasurer, Mine Hill Township PTA

Kathi celebrates her 43rd year of service with our firm in 2024.

John Mooney, CPA, RMA, PSA
Partner
Location: Mt. Arlington, NJ
Services: Accounting, Audit, Business Advisory, Forensic Accounting, Internal Controls Audit & Advisory
Industries: Governmental Entities
Contact: (973) 298-8500 • jmooney@nisivoccia.com • LinkedIn

John specializes in performing county, municipal, school district and college audits for our governmental entity clients. With a strong knowledge of the complexities facing municipalities in New Jersey, John enjoys being a trusted advisor to his clients and their elected officials in the areas of accounting, audit, budget and compliance such as financial analysis and fraud detection. John is a frequent speaker at seminars and conferences on governmental accounting, audit and internal control issues.

John holds the following degrees and licenses:

• B.S. in Accounting, Ball State University, Muncie, Indiana
• Certified Public Accountant (CPA) License: New Jersey, Indiana
• Registered Municipal Account (RMA) License: New Jersey
• New Jersey Public School Accountant (PSA) License: New Jersey
• Certified Fraud Examiner (CFP)

John’s professional memberships and affiliations:

• American Institute of Certified Public Accountants (AICPA)
• New Jersey Society of Certified Public Accountants (NJCPA)
• Indiana Society of Certified Public Accountants (INCPAS)
• Association of Certified Fraud Examiners (ACFE)

John’s recent speaking engagements include:

• “Fraud in Local Government” at the Institute for Professional Development Seminar
• “Municipal Budgeting” at the Sussex Warren Tax Collectors & Treasurers Association Mini Conference

John is also active in the community:

• Treasurer, Blairstown Rotary
• Former Treasurer, Mt. Olive Chamber of Commerce
• Former Member and Advisor, Warren County Small Business Development Center
• Former Member of Advisory, Warren County Small Business Development Center

John celebrates his 27th year of service with our firm in 2024.

Christopher Perrotta, CPA
Partner
Location: Mt. Arlington, NJ
Services: Accounting, Audit, Business Advisory, Client CFO Services, Individual & Business Tax Planning, Internal Controls Audit & Advisory
Industries: Not-for-Profit Organizations, Real Estate, Small & Medium-Sized Business
Contact: (973) 298-8500 • cperrotta@nisivoccia.com • LinkedIn

Chris Perrotta is a member of our Commercial Group where he specializes in providing accounting and audit, tax and business consulting services for both profit and not-for-profit clients. Chris specializes in serving clients in several industries including real estate, construction and auto dealers.

Chris is well-versed in the specialized set of regulations that apply to New Jersey Approved Private Schools For Student With Disabilities (APSSDs). He has served APSSDs in a number of different capacities including as an independent auditor, business manager and general consultant. Chris is an Affiliate Member of ASAH (a not-for-profit organization of private schools for children and young adults with disabilities), and he has extensive experience in working with representatives from the Department of Education on current regulations/issues governing APSSDs.

Chris holds the following degrees and licenses:

• B.S. in Accounting, William Paterson University
• Certified Public Accountant (CPA) License: New Jersey
• Public School Accountant (PSA) License: New Jersey

Chris’ professional memberships and affiliations:

• American Institute of Certified Public Accountants (AICPA)
• New Jersey Society of Certified Public Accountants (NJCPA)
• ASAH, Association for New Jersey Approved Schools for Students with Disabilities
• Real Estate Advisor National Editorial Board Member, Thomas Reuters Publications

Chris’ recent speaking engagements:

• “7 Common Non-Allowable Costs for APSSDs” at the 2019 Annual ASAH Symposium
• “The Implementation of NJAC 6A:23A-18 One Year Later” Leadership Panel at the 2019 Annual ASAH Symposium
• Host of the Annual Nisivoccia LLP Not-for-Profit Seminar (2016, 2017, 2018)

Chris is also active in the community:

• Vernon Township Little League Coach

Chris celebrates his 16th year of service with our firm in 2024.

Anthony P. Rispoli, CPA
Partner
Location: Mt. Arlington, NJ
Services: Accounting, Audit, Business Advisory, Internal Controls Audit & Advisory
Industries: Employee Benefit Plans, Not-for-Profit Organizations
Contact: (973) 298-8500 • arispoli@nisivoccia.com • LinkedIn

Anthony specializes in providing accounting and audit services to for-profit business entities as well as not-for-profit organizations. He oversees our client’s who provide services to the disabled population as well as our employee benefit plan audit segment. He is experienced in quality control processes and is one of the firm’s not-for-profit segment leaders.

Anthony holds the following degrees and licenses:

• B.S. in Accounting, Seton Hall University
• Certified Public Accountant (CPA) License: New Jersey and New York

Anthony’s professional memberships include:

• American Institute of Certified Public Accountants
• New Jersey Society of Certified Public Accountants

Anthony celebrates his 19th year of service with our firm in 2024.

Dominick J. (Nick) Sarinelli, CPA, CFE
Partner
Location: Mt. Arlington, NJ
Services: Accounting, Audit, Business Advisory, Forensic Accounting, Individual & Business Tax Planning, Tax Services
Industries: Construction Contractors and Services, Family Owned Business, Manufacturing, Real Estate, Small & Medium-Sized Business
Contact: (973) 298-8500 • dsarinelli@nisivoccia.com • LinkedIn

With over 30 years of service with Nisivoccia LLP, Nick specializes in the areas of tax, accounting, audit and consulting services. His clients include construction contractors and services, medical service organizations, manufacturing, professional services organizations as well as other businesses in varying segments.

Nick holds the following degrees, certifications and licenses:

• B.S. in Accounting, Rutgers University
• Certified Public Accountant (CPA) License: New Jersey
• Certified Fraud Examiner (CFE)

Nick’s professional memberships include:

• American Institute of Certified Public Accountants (AICPA)
• New Jersey Society of Certified Public Accountants (NJCPA)
• Association of Certified Fraud Examiners (ACFE)

Nisivoccia Wealth Advisors LLC

• Series 7, Series 66 and Life and Health Insurance Licensed

Nick is also active in the community:

• Treasurer, 200 Club of Morris County
• Former Treasurer, Court Appointed Special Advocates (CASA) of Morris and Sussex Counties, Inc.
• Former Treasurer, Mount Olive Area Chamber of Commerce
• Member and Former Treasurer, Roxbury Rotary Club
• Former Volunteer coach, Roxbury Soccer Club

Honors and awards presented to Nick:

• Honored by the Metropolitan Builders & Contractors Association (METRO) as the 2018 Associate of the Year
• Recognized as a Paul Harris Fellow by the Rotary Foundation

Nick celebrates his 35th year of service with our firm in 2024.

Raymond A. Sarinelli, CPA, RMA, PSA
Partner
Location: Mt. Arlington, NJ
Services: Accounting, Audit, Business Advisory, Forensic Accounting, Internal Controls Audit & Advisory
Industries: Governmental Entities
Contact: (973) 298-8500 • rasarinelli@nisivoccia.com • LinkedIn

Raymond has been apart of our Governmental Entity Group since 2008. His client experience includes planning, reviewing and executing audits with the concentration of engagement planning in governmental (schools, municipalities, counties, county colleges, libraries joint insurance funds and boards of education) and not-for-profit organizations.

Raymond holds the following degrees and licenses:

• Bachelor of Science in Accounting, The College of New Jersey
• Certified Public Accountant (CPA) License: New Jersey
• New Jersey Public School Accountant (PSA) License: New Jersey
• Registered Municipal Accountant (RMA) License: New Jersey

Raymond’s professional memberships include:

• American Institute of Certified Public Accountants (AICPA)
• New Jersey Society of Certified Public Accountants (NJCPA)

Nisivoccia Wealth Advisors LLC

• Series 7, Series 66 and Life and Health Insurance Licensed

Raymond celebrates his 16th year of service with our firm in 2024.

Glenn Schwier, CPA, J.D.
Partner
Location: Mt. Arlington, NJ
Services: Accounting, Business Advisory, Individual & Business Tax Planning, International Tax, IRS Representation, Tax Services
Industries: Small & Medium-Sized Business
Contact: (973) 298-8500 • gschweir@nisivoccia.com • LinkedIn

Glenn specializes in personal tax matters including estate, trusts, individual income tax, expatriates, and foreign asset reporting. He also oversees our international business tax practice. Glenn is a member of the bar in New Jersey and New York State. Glenn is a frequent lecturer and advisor for business organizations and professional services firms on a wide range of tax planning topics including The Tax Cuts and Jobs Act law, business efficiency and tax planning. He also hosts tax planning seminars for practicing attorneys.

Glenn holds the following degrees and licenses:

• Bachelor of Science in Accounting, Rutgers University
• Juris Doctor (JD) Degree, Seton Hall University
• Certified Public Accountant (CPA) License: New Jersey

Glenn’s professional memberships and affiliations:

• New Jersey Society of Certified Public Accountants (NJCPA)
• BKR International Tax Practice Group

Nisivoccia Wealth Advisors LLC

• Series 7, Series 66 and Life and Health Insurance Licensed

Glenn celebrates his 15th year of service with our firm in 2024.

Mike Smith, CPA
Partner
Location: Mt. Arlington, NJ
Services: Accounting, Audit, Business Advisory, Internal Controls Audit & Advisory
Industries: Employee Benefit Plans, Not-for-Profit Organizations
Contact: (973) 298-8500 • msmith@nisivoccia.com • LinkedIn

Mike specializes in providing accounting and audit services for both profit and not-for-profit clients. He is also well-versed in the specialized set of regulations that apply to New Jersey Private Schools for Students with Disabilities and audits of employee benefit plans.

Mike holds the following degrees and licenses:

• B.S. in Financial Accounting from Virginia Tech
• M.B.A. in Accounting from William Paterson University
• Certified Public Accountant (CPA) License: New Jersey

Mike’s professional memberships and affiliations:

• American Institute of Certified Public Accountants
• New Jersey Society of Certified Public Accountants

Mike is also active in the community:

• Director of the Morris/Sussex Chapter of the New Jersey Society of Certified Public Accountants
• Member, Jefferson Township Chamber of Commerce
• Volunteer, Jefferson Township Youth Coalition
• Committee Member, Catholic Charities Diocese of Paterson

Mike celebrates his 15th year of service with our firm in 2024.

Christabel Valladares, CPA, PSA, CITP
Partner
Location: Mt. Arlington, NJ
Services: Accounting, Audit, Business Advisory, Forensic Accounting, Internal Controls Audit & Advisory
Industries: Not-for-Profit Organizations
Contact: (973) 298-8500 • cvalladares@nisivoccia.com • LinkedIn

Christabel specializes in providing accounting and audit services, as well as business consulting services for both our profit and not-for-profit clients. She is a member of the firm’s quality control team and helps oversee the peer review process. In addition, Christabel services clients in the real estate and family business segments and has a specialty in conducting audit and reviews of employee benefit plans. She is the firm leader on performing Service Organization Controls (SOC) audits and internal control attestation engagements.

Christabel holds the following degrees and licenses:

• Bachelor of Commerce & Master of Commerce degrees in Accounting, University of Mumbai
• MBA in Accounting, Finance & Management Information Systems, University of Scranton
• Certified Public Accountant (CPA) License: New Jersey
• New Jersey Public School Accountant (PSA) License: New Jersey
• Certified Information Technology Professional (CITP): New Jersey

Christabel’s professional memberships and affiliations:

• American Institute of Certified Public Accountants (AICPA)
• New Jersey Society of Certified Public Accountants (NJCPA)

Christabel is also active in the community:

• Young Professionals of Sussex County
• Eucharistic Ministry, St. Jude’s Parish

Christabel celebrates her 20th year of service with our firm in 2024.

Heidi Wohlleb, CPA, RMA, PSA
Partner
Location: Mt. Arlington, NJ
Services: Accounting, Audit, Business Advisory, Internal Controls Audit & Advisory
Industries: Governmental Entities
Contact: (973) 298-8500 • hwohlleb@nisivoccia.com

Heidi specializes in annual and special audits for municipalities, counties, utility authorities, county colleges, school districts and libraries as well as Federal and State Grants. Heidi leads the firm’s Audit and Attest committee as well as the Peer Review process.

Heidi holds the following degrees and licenses:

• B.S. in Accounting, University of Delaware
• Certified Public Accountant (CPA) License: New Jersey
• Registered Municipal Accountant (RMA) License: New Jersey
• Public School Accountant (PSA) License: New Jersey

Heidi’s professional memberships include:

• American Institute of Certified Public Accountants
• New Jersey Society of Certified Public Accountants
• Registered Municipal Accountants Association of New Jersey
• Governmental Accounting and Audit Interest Group, New Jersey Society of Certified Public Accountants
• Government Finance Officers Association
• Sussex County School Business Officials Association
• Hunterdon/Warren School Business Officials Association

Nisivoccia Wealth Advisors LLC

• Series 7, Series 66 and Life and Health Insurance Licensed

Heidi is also active in the community:

• Warren County Chamber of Commerce
• Member of Finance Committee, Church of the Assumption, Hackettstown

Heidi celebrates her 35th year of service with our firm in 2024.

Kristin F. Anderson, CPA, PSA
Principal
Location: Bridgewater, NJ
Services: Accounting, Audit, Individual & Business Tax Planning, Tax Services
Industries: Not-for-Profit Organizations, Small & Medium-Sized Business
Contact: (732) 906-6222 • kanderson@nisivoccia.com

Kristin joined Nisivoccia as the result of our merger with Anderson & Company PC on January 1, 2022. She began her career in the tax department of Ernst and Young before joining Anderson & Company PC in 2008. Through the years, her expertise evolved and today, she provides both tax and audit services to for-profit business entities and not-for-profit organizations.

Kristin holds the following degrees and licenses:

• Bachelor of Administration with a concentration in Accounting, Muhlenberg College
• Certified Public Accountant (CPA) License: New Jersey and Pennsylvania
• Public School Accountant (PSA) License: New Jersey

Kristin’s professional memberships and affiliations:

• New Jersey Society of Certified Public Accountants (NJCPA)
• Pennsylvania Society of Certified Public Accountants (PICPA)
• American Institute of Certified Public Accountants (AICPA)
• ASAH, Association for New Jersey Approved Schools for Students with Disabilities

Kristin celebrates her 2nd year of service with our firm in 2024.

Brian Ko, CPA, RMA, PSA
Principal
Location: Mt. Arlington, NJ
Services: Accounting, Audit, Business Advisory, Internal Controls Audit & Advisory
Industries: Governmental Entities
Contact: 9732988500 • marketing@nisivoccia.com • LinkedIn

Brian joined the firm in 2011 as a member of our Governmental Entity Group. He specializes in providing accounting, audit, budget and planning services to our municipal, county and school district clients. Brian is the Treasurer of the Mount Olive Area Chamber of Commerce.

Brian holds the following degrees and licenses:

• B.S. in Accounting, Bryant University
• M.S. in Accounting, Fairleigh Dickinson University
• Certified Public Accountant (CPA) License: New Jersey
• Public School Accountant (PSA) License: New Jersey
• Registered Municipal Accountant (RMA) License: New Jersey

Brian’s professional memberships and affiliations:

• American Institute of Certified Public Accountants
• New Jersey Society of Certified Public Accountants
• Association of Certified Fraud Examiners

Brian’s recent speaking engagements include:

• “Cyber Fraud Prevention” with the Sussex/Warren Tax Collectors & Treasurers Association
• “Preparing for Your Audit” at the Morris Tax Collectors & Treasurers Association

Victoria Kosuda, CPA
Principal
Services: Accounting, Client CFO Services
Industries: Healthcare, Not-for-Profit Organizations, Real Estate, Small & Medium-Sized Business
Contact: 9732988500 • marketing@nisivoccia.com

Vicki brings a wealth of experience working with businesses to craft and ultimately present on comprehensive financial dashboards that enhance business’ financial reporting, facilitate decisions, and have more accessible key metrics. Vicki works with organizations to help manage their finances, including developing annual budgets, financial variance analysis, cash flow and monthly forecasting. Vicki and the CAS team have integrated these services into our firms portfolio, and offers these services to our healthcare, attorney and nonprofit clients.

Prior to her leading our Client Accounting Services (CAS) department, Vicki managed her own firm where she provided client accounting services, cloud technology, and CFO services space for her clients.

Victoria holds the following degrees and licenses:

• Bachelor of Science, Montclair State University
• Certified Public Accountant (CPA) License: New Jersey

Victoria’s professional memberships and affiliations:

• New Jersey Society of Certified Public Accountants (NJCPA)
• American Institute of Certified Public Accountants (AICPA)

Victoria celebrates her 2nd year of service with our firm in 2024.

Caitlin Orton, CPA, RMA, PSA
Principal
Location: Mt. Arlington, NJ
Services: Accounting, Audit, Business Advisory, Internal Controls Audit & Advisory
Industries: Governmental Entities
Contact: 9732988500 • marketing@nisivoccia.com • LinkedIn

Caitlin joined the firm in 2012 as a member of our Governmental Entity Group. She specializes in providing accounting, audit, budget and planning services to our municipal, county and school district clients.

Caitlin holds the following degrees and licenses:

• B.S. in Accounting, Seton Hall University
• Certified Public Accountant (CPA) License: New Jersey
• Public School Accountant (PSA) License: New Jersey
• Registered Municipal Accountant (RMA) License: New Jersey

Caitlin’s professional memberships and affiliations:

• American Institute of Certified Public Accountants (AICPA)
• New Jersey Society of Certified Public Accountants (NJCPA)

Caitlin celebrates her 12th year of service with the firm in 2024.

David Benson, CPA
Director of Tax
Location: Mt. Arlington, NJ
Services: Accounting, Business Advisory, Individual & Business Tax Planning, Tax Services
Industries: Construction Contractors and Services, Real Estate, Small & Medium-Sized Business
Contact: 9732988500 • marketing@nisivoccia.com

David joined Nisivoccia with 14 years of prior tax management experience in 2019. David specializes in providing services to our real estate industry, self-employed business owners and high net worth tax clients.

David holds the following degrees and licenses:

• B.S. in Accounting
• M.S. in Taxation, Northeastern University
• Certified Public Accountant (CPA) License: New Jersey

David’s professional memberships and affiliations:

• American Institute of Certified Public Accountants (AICPA)
• New Jersey Society of Certified Public Accountants (NJCPA)

David is also active in the community:

• Volunteer for Morris Habitat for Humanity
• Active member of the Metropolitan Builders Association of NJ (METRO)

David celebrates his 5th year of service with the firm in 2024. 

Michelle Shapiro, CPA
Director of Tax
Location: Mt. Arlington, NJ
Services: Accounting, Business Advisory, Individual & Business Tax Planning, Tax Services
Industries: Family Owned Business, Real Estate, Small & Medium-Sized Business
Contact: 9732988500 • marketing@nisivoccia.com

Michelle joined Nisivoccia in 2020, bringing with her a wealth of tax knowledge and expertise having worked at other firms including Untracht Early and CohnResnick. Michelle specializes in tax planning for small/medium businesses in various industries including real estate developers and management companies, as well as high net worth individuals.

Michelle holds the following degrees and licenses:

• B.S. in Accounting
• Certified Public Accountant (CPA) License: New Jersey

Michelle’s professional memberships and affiliations:

• American Institute of Certified Public Accountants (AICPA)
• New Jersey Society of Certified Public Accountants (NJCPA)

Michelle is also active in the community:

• President of the New Jersey Society of CPAs, Morris/Sussex Chapter
• Morris County Chamber of Commerce Women in Business Executive Committee

Michelle celebrates her 4th year of service with our firm in 2024.

Harlene Stevens, CPA
Director of Tax
Location: Mt. Arlington, NJ
Services: Accounting, Business Advisory, Individual & Business Tax Planning, Tax Services
Industries: Healthcare
Contact: (973)-298-8500 • marketing@nisivoccia.com • LinkedIn

Harlene specializes in personal and business income tax planning with an emphasis on dental and medical practices. She has over 25 years of experience servicing clients in the healthcare industry and is the leader of our dental business practice.

Harlene has written and spoken on a wide range of topics including tax planning, front desk management, the New Hire Act, and cash management. Harlene’s articles have appeared in an array of publications including the Insurance Solutions Newsletter, Delta Dental of NJ Newsletter, Tri-County Dental Newsletter, and NJ Physician and Modern Medicine.

Harlene holds the following degrees and licenses:

• Certified Public Accountant (CPA) License: New Jersey

Harlene’s professional memberships and affiliations:

• American Institute of Certified Public Accountants (AICPA)
• New Jersey Society of Certified Public Accountants (NJCPA)

Harlene’s recent speaking engagements:

• “2023 Taxing Questions and NJ State and Federal Tax Updates” at the Somerset County Business Partnership (2023)
• “What to Expect When You File Your 2022 Taxes Next Year” at the Annual Tax Talk presented by FiSig, an organization hosted by the Somerset County Business Partnership (2022)
• “The Financial Implications of Divorce: A Tax and Legal Perspective – Parts 1 & 2” for Nisivoccia clients and prospects (2022)
• “Practical Tips for Budgeting” for BWNice Warren County (2020)
• “Important State and Federal Tax Updates for Your Business” at the Roxbury Chamber of Commerce (2020)
• “Reducing Taxes with Effective Financial Planning” for the New Jersey Business Industry Association (2019)
• “You Earned It, Now Keep It” at the Morris County Chamber of Commerce Lunch and Learn (2019)

Harlene is also active in the community:

• A volunteer member of the National Ovarian Cancer Coalition
• Morris County Chamber of Commerce Women in Business Executive Committee

Harlene celebrates her 17th year of service with our firm in 2024.

Thomas R. Dartnell, CPA/PFS, PSA
Partner Emeritus

Tom has over 35 years of expertise in attestation engagements, which includes the audit of not-for-profit organizations and commercial enterprises. He also specializes in tax planning and preparation for clients operating in various industries which include not-for-profits, employee benefit plans, service businesses and professional practice entities.

As the champion partner of the firm’s wealth management practice, Thomas helps identify opportunities and assists clients in planning for their business, individual and family future wealth management goals.

Tom holds the following degrees and licenses:

• B.A. in Accounting, Moravian College Bethlehem, Pennsylvania
• Certified Public Accountant (CPA) License: New Jersey
• Public School Accountant (PSA) License: New Jersey
• Personal Financial Specialist (PFS) Credential: New Jersey

Tom’s professional memberships include:

• American Institute of Certified Public Accountants (AICPA)
• New Jersey Society of Certified Public Accountants (NJCPA)

Nisivoccia Wealth Advisors LLC

• Series 7, Series 66 and Life and Health Insurance Licensed

Tom is also active in the community:

• Audit Committee Member, National Hemophilia Foundation
• Advisory Board Member, First Bank

Tom celebrates his 39th year of service with our firm in 2024.

David H. Evans, CPA, RMA, PSA, Partner Emeritus
Partner Emeritus

Dave specializes in annual and special audits for municipalities, counties, utility authorities, school districts, county colleges, libraries and federal and state grants. He also has expertise in financial consulting such as internal control reviews, bond and note offerings, financial statements and budgets, accounting system design, feasibility studies, operational reviews, and utilities serving multiple jurisdictions.

Dave holds the following degrees and licenses:

• B.A. in Business Administration, Montclair State College
• Certified Public Accountant (CPA) License: New Jersey
• Registered Municipal Accountant (RMA) License: New Jersey
• Public School Accountant (PSA) License: New Jersey

Dave’s professional memberships include:

• American Institute of Certified Public Accountants
• New Jersey Society of Certified Public Accountants

Nisivoccia Wealth Advisors LLC

• Series 7, Series 66 and Life and Health Insurance Licensed

Dave is also active in the community:

• Past Treasurer, Randolph Chamber of Commerce
• Member, Warren County Chamber of Commerce
• Member, Dover Chamber of Commerce
• Member, Warren County 200 Club
• Past Treasurer, Warren County Community College Foundation

Raymond Nisivoccia, CPA, RMA, PSA, Partner Emeritus
Partner Emeritus

As the founding partner of Nisivoccia, Raymond specializes in the areas of tax, governmental accounting, financial planning and management advisory services for a broad base of clientele operating in many different business industries and professions.

Raymond holds the following degrees and licenses:

• B.S. in Accounting, Seton Hall University
• Certified Public Accountant (CPA) License: New Jersey
• Registered Municipal Accountant (RMA) License: New Jersey
• Public School Accountant (PSA) License: New Jersey

Raymond’s professional memberships include:

• American Institute of Certified Public Accountants
• New Jersey Society of Certified Public Accountants
• Registered Municipal Accountants Association of New Jersey

Raymond is also active in the community:

• Board of Trustees, Centenary University
• Board of Trustee, Hackettstown Regional Medical Center (Atlantic Health System)
• Executive Committee, The 200 Club of Morris County
• Investment Committee, St. Francis Residential Community
• Treasurer, Nourish NJ
• Treasurer, Seapointe Village Condominium Association
• Member, Morris County Public Safety Training Academy
• Member, Patriots Path Council, Boy Scouts of America Lifetime Achievement Recognition Award Committee
• Dover Kiwanis Club, Life Member

Honors and awards presented to Raymond:

• 2018 Morris County Organization for Hispanic Affairs Outstanding Leadership Award recipient
• Honored as a 2018 NJBIZ ICON Award Winner
• 2014 Morris County Police Chiefs Award
• 2014 Golden Dome Award Recipient from Centenary College
• 2011, 2012, 2013, 2015 and 2016 Chairman, Centenary University Scholarship Gala
• Co-chair in 2011, 2014 and Chair in 2016, Patriots’ Path Boy Scouts of America Morris Lifetime Achievement Award Dinner
• 2012 Honorary Chair and Honoree, 23rd Annual Hackettstown Regional Medical Center Cotillion
• 2012 Honoree, Housing Partnership Network 20th Anniversary Gala
• Honored in 2009 with the Lifetime Achievement Award by the Randolph Rotary
• Honored as the 2008 Italian American Humanitarian of the Year, also received the Best of New Jersey’s “Most Distinguished Americans of Italian Descent” recognition
• The 2006 Lifetime Achievement Award from the Patriots’ Path Council, Boy Scouts of America
• The 2005 Caritas Award from the Community Soup Kitchen of Morristown

Other past memberships include:

• Former member of the Worldwide Board of Directors of BKR International, a leading global association of independent accounting and business advisory firms worldwide
• Former Director, 1st Bank
• Former Commissioner,Chairman of Finance and Budget Committee, New Jersey Hall of Fame Committee
• Former Director, Skylands Community Bank
• Member, Board of Directors of the Americas Division of BKR International
• Member, Worldwide Board of Directors of BKR International
• Past Member, Advisory Board of United Jersey Bank Northwest
• Past Member, Advisory Board of National Community Bank
• Past Member, Board of IDT Spectrum, Inc
• Past Member, Directors of Hackettstown Regional Medical Center Foundation
• Past President, UNICO Northwest
• Past Chairman of the Board, President and Treasurer of the 200 Club of Morris County
• Past Co-chair, Scholarship Fund-raiser for the County College of Morris
• Past member, Board of Directors of the Salvation Army of Dover
• Past member, Board of Directors of the Lydia Hayes Memorial Association

Raymond G. Sarinelli, CPA, RMA, PSA, Partner Emeritus
Partner Emeritus

Ray specializes in annual and special audits for municipalities, counties, utility authorities, school districts, county colleges, libraries and federal and state grants. He is also expert in financial consulting services such as internal control reviews, bond and note offerings, assistance in preparing financial statements and budgets, accounting system design, feasibility studies, and operational reviews.

Ray holds the following degrees and licenses:

• B.S. in Accounting, University of Pennsylvania Wharton School of Finance and Commerce
• Certified Public Accountant (CPA) License: New Jersey
• Registered Municipal Accountant (RMA) License: New Jersey
• Public School Accountant (PSA) License: New Jersey

Ray’s professional memberships include:

• Member, American Institute of Certified Public Accountants (AICPA)
• Member, New Jersey Society of Certified Public Accountants (NJCPA)
• Member, Government Finance Officers Association
• Member, Registered Municipal Accountants Board of Directors
• Former member, Government Accounting and Auditing Committee of the New Jersey Society of Certified Public Accountants

Nisivoccia Wealth Advisors LLC

• Series 7, Series 66 and Life and Health Insurance Licensed

Other memberships include:

• Member, New Jersey Conference of Mayors
• Member, Morris County 200 Club
• Morris County League of Municipalities

Ray has also been active in the community:

• Trustee and Board Member of St. Peter’s Village Orphanage
• Co-Adjunct Professor at Rutgers University
• Treasurer, Screen for Life of Morris County
• District Auditor, Rotary District 7470
• Member and former Treasurer, Rockaway Rotary Club for over 29 years Treasurer, Screen for Life of Morris County
• Director, Rockaway 5K Summer Blast and the Rockaway Rotary fishing contest for 25 years

Other past memberships include:

• Former Chairman, Board of the St. Cecilia’s School Board
• Former Treasurer, St. Cecilia’s Endowment Fund and member of the Finance Committee
• Past President, past Chairman of the Finance Committee for St. Peter’s Village Orphanage
• Former member, Sussex 2000 Committee