J.D. Bruce, CPA, PFS

JD Bruce

The reason I got into this profession: My father was a hippie, so naturally I became a CPA. Being a hippie criminal defense attorney, my father fought “the man” and defended the wrongly accused.

Gregory Aloia, JD, CFP®

Gregory Aloia

The reason I got into this profession: As a young lawyer, I found that the adversarial and confrontational nature of practice was neither in tune with my personality nor my desire to work collaboratively to solve problems.

Alan Ungar

Alan Ungar smiling warmly

The reason I got into this profession: My favorite mantra is “Every problem is an opportunity” and I’ve lived it. My wife and I manufactured and sold women’s accessories and garments for 15 years.

Eileen Freiburger, CFP®

My Story In part, I can thank my grandmother. When I was a teenager, she presented envelopes to me, my siblings and cousins. Each envelope contained a stock certificate from her AT&T shares splitting into the Baby Bells. My envelope was for US West, and I tracked end-of-day prices and reinvested dividends on a green […]

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