Meet the Fairman Financial Team
From our tenured partners to our newest associates, each member of Fairman Financial brings exceptional knowledge and experience in one or more areas of wealth management. Working together, we are able to consider your finances from every angle.
Leadership
Meet all the members of Fairman Financial, and learn how we can help you.
Shawn Kindt, CPA/PFS, CFP®
Managing Partner
Marianne Inforzato, CFP®
Founding Partner
Doug Morisoli, CFA, CPA, CFP®
Founding Partner
Roy M. Fairman, CPA, PFS
Founding Partner
Lee Profy, JD, LLM
Tax Principal
Margaret McGarrey, CPA
Tax Principal
Ryan Gelrod, CFA
PrincipalDirector of Portfolio Strategy
Kelley Taylor, CFP®
Principal, Senior Wealth Advisor
Shana Davis
Family Office Consultant
Dawn Eross
Tax Operations Specialist
Jennifer Fields, CPA
Senior Tax Manager
Susan Fisher, CPA, AEP®
Senior Tax Manager
Kyle French, CFP®
Wealth Advisor
Nathan Fullmer, CFP®
Wealth Advisor, Investment Operations Specialist
Andrea Gorniok, CFP®
Client Service Associate
Patrick Gorgonzola, CFP®, CPWA®
Senior Wealth Advisor
Andrew Green, CFP®
Senior Wealth Advisor
Charles Kelly, EA
Tax Consultant
Jason Kleinschmidt
Wealth Management Analyst
Melissa Knowles
Client Service Associate
Samantha Lavrich
Client Service Associate
Mary Dal Nogare, CFP®
Tax Consultant
Elizabeth Cianciulli
Investment Operations Analyst
Susan Burton
Billing & Accounts Receivable Specialist
Tom Morgan
Tax Consultant
Mary Loomis
Family Office ConsultantTax Consultant
Hai Luong, EA
Tax Manager
Tricia McGrenra, CPA
Director of Business Development
Matthew Moreno
Tax Manager
Samuel Mullen, CFP®
Wealth Advisor
Paula Murphy, CPA
Controller
Kimberly Pittman, CPA
Senior Tax Manager
Joann Priole
Director of Human Resources
Liz Quigley
Assistant Controller
Matthew Snyder, CFP®
Wealth Advisor
Mary Anne Stinger, CPA
Senior Tax ManagerFamily Office Consultant,
Denise Summa
Executive Administrative Assistant
Holly Vining, CPA
Family Office Consultant
Bradley Walz
Senior Tax Manager
Jessica Weinberg, CPA
Tax Consultant
Beth Young
Tax Operations Specialist
Julia Ziechmann, JD, LLM
Senior Tax Manager
Careers
Looking to become part of a collaborative, dynamic group of trusted advisors creating value for our clients?
Would you like to learn more?
Get the most out of your finances—and your life—with wealth management that sees the full picture.
