Fairman Financial is proud to announce the addition of six new members of our team.
This team provides an array of financial services to manage the responsibility of both complex and routine financial affairs, including cash flow management and scheduled account distributions, tax projections, return preparation, and disbursements. These personal and technical tasks are in capable hands with our growing team of professionals.
Please join us in welcoming Margaret (Peggy) McGarrey, CPA, Principal; Elizabeth (Liz) Quigley, Senior Accountant; Mary Loomis, Senior Associate; Jessica Weinberg, Senior Associate; Andrew Agar, Associate; and Charles (CJ) Kelly, Associate.
Sincerely,
Roy M. Fairman, CPA/PFS
Marianne Inforzato, CFP®
Shawn Kindt, CPA/PFS, CFP®
Douglas Morisoli, CPA, CFA®, CFP®
MARGARET McGARREY, CPA, PRINCIPAL
Peggy has over 25 years of experience in wealth management and tax planning and has worked in a family office for the past 15 years. Prior to joining our team, Peggy was part of the founding family office team at a Delaware trust company where she was responsible for the most complex tax returns for individuals, trusts, foundations, LLCs, and S Corporations. Peggy is a Certified Public Accountant and is a member of the Pennsylvania Institute of Certified Public Accountants. She holds a Bachelor of Science in Accounting and Finance from Drexel University.
LIZ QUIGLEY, SENIOR ACCOUNTANT
Liz has over 20 years of experience in accounting, primarily in the area of internal financial reporting. She began her career in the Philadelphia office of Arthur Andersen, eventually moving to KPMG as a senior audit associate working on commercial products and with manufacturing clients. From there she joined Comcast, where she worked in National Accounting Operations as an accounting manager, overseeing the internal financial reporting for various geographic regions of the company. After 10 years with Comcast, she worked part-time for Bookminders, where she provided outsourced accounting services to small and mid-sized businesses. Liz has a Bachelor of Science in Accounting with a concentration in Management Information Systems from Villanova University.
MARY LOOMIS, SENIOR ASSOCIATE
Mary has over 40 years of accounting and tax experience, joining the private sector after 10 years in public accounting. Prior to joining us, Mary held positions of Director of Finance and Chief Financial Officer at Philadelphia non-profit organizations for over 30 years. As Senior Associate, Mary provides personal accounting reporting and tax compliance services for our high net-worth individuals. She holds a Bachelor of Science in Accounting and Mathematics from the University of Connecticut.
JESSICA WEINBERG, CPA, SENIOR ASSOCIATE
Jessica has over 15 years of experience working with individuals, partnerships, and small businesses in the areas of taxation and accounting. Before joining us, Jessica was a manager in Tax Services at The Siegfried Group, a national accounting firm. She holds a master’s degree in Taxation from Villanova University School of Law and a Bachelor of Business Administration in Accounting from Bloomsburg University. Jessica is a Pennsylvania licensed Certified Public Accountant.
ANDREW AGAR, ASSOCIATE
Andrew started as an intern with us back in 2020 and has since graduated summa cum laude from West Chester University’s business school where he received a bachelor’s degree in accounting with minors in Finance and Applied Statistics. He is responsible for preparing tax returns and assisting with year-end planning for a variety of our clients.
CHARLES KELLY, ASSOCIATE
CJ also started with us as an intern and has since graduated summa cum laude from Widener University, obtaining his bachelor’s degree with a focus in accounting. He is responsible for the timely and accurate completion of various types of tax returns, as well as tax projections and year-end planning for Fairman Financial clients.
At Fairman Financial, we have experienced, credentialed leaders and a team of professionals to help you.
