Rich LeSavoy, CFP®, EA, CRC®

After a successful thirty-five-year business career as a manufacturing executive and officer of a public company, Rich turned his 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, Rich's goal is to assist clients in merging the analysis of overall financial health, tax efficiency, and tax planning.

Becky 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.

Becky enjoys pairing 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 for her clients.