Richard LeSavoy, CFP®, EA, CRC®

After a successful thirty-five-year business career as a manufacturing executive and officer of a public company, I turned my lifelong hobby of personal financial planning into a career focused on helping others achieve their own financial independence.

As a Certified Financial Planner, Certified Retirement Counselor, and IRS Enrolled Agent, my goal is to assist clients in merging the analysis of overall financial health, tax efficiency, and tax planning.

Rebecca C Testa, EA

Becky began her career in the aerospace and medical device industries. As an engineering project manager, she honed a keen attention to detail and the skills required to manage complex situations. After 13 years in the corporate workforce, she migrated to the non-profit sector where she served as an executive director, board chair, and active volunteer for a number of organizations.

She is excited to pair her industry and non-profit skills and experiences with a growing specialization in individual and small business taxation to ease the burden of tax preparation, compliance, and planning.