Michael P. Gilly, CPA

Mike has over 25 years of experience with small business accounting and individual income tax planning. He is a graduate of the State University of New York at Fredonia and is a Certified Public Accountant (CPA) as well as a Quickbooks Certified Pro. Mike is also a member of the national American Institute of CPA’s.  

He provides tax planning and tax preparation services for our wealth management clients and he is Chief Financial Officer for the firm. Mike is a tremendous resource for clients by answering tax related questions and integrating tax planning into their financial plans.