Richard is the owner of Pasco Advisors, LLC and Pasco Tax Advisory Group, LLC. He graduated cum laude from Connecticut State University with a Bachelors degree in Finance. He was his graduating class’ Treasurer, and in his senior year was given the “Excellence in Finance Award” by the Dean of the University and the Chairman of the School of Business.
Richard worked as a Financial Analyst for Midland Bank in London (now HSBC), and returned to Vernon and worked as a Financial Auditor for Fleet Bank (now Bank of America) and as a Senior Analyst for the Travelers. Since 1995, he has worked independently in greater Hartford and western Massachusetts specializing in Retirement and Estate Planning, and has been a strict advocate of a conservative investment philosophy.
Richard resides in Enfield, CT with his wife and two sons. He was a member of the Town of Enfield Ethics Commission from 2003 – 2009 and the Ethics Commission Chairman from 2007 – 2009.
Dan Pappalardo is a CPA with over 40 years of diversified experience in private and public industry. Dan has extensive experience preparing personal, corporate, and partnership income tax returns. Dan is also a Pro Advisor to clients utilizing QuickBooks software to assist in their accounting.
Dan graduated from Hofstra University with a Bachelors Degree in Accounting and also has a Master of Business Administration from Hofstra University – Frank G. Zarb school of Business. He has been a Certified Public Accountant since 1971. He is a regular attendant at tax and accounting seminars and events and is a member of The American Institute of Certified Public Accountants and NY State Society of CPA’s.
Dan has been married for 42 years and has 3 children. He is a long time resident of Goshen, Connecticut.
Glenn Zawadski is a graduate of the University of Hartford with a Bachelor of Science in Business – Accounting Major and former CPA – West Virginia, former member of The American Institute of Certified Public Accountants and WV State Society of CPA’s. Glenn has a diverse accounting and auditing background from over 40 years in private and public industries.
Glenn and his wife Linda are long term residents of Wethersfield, CT
Len is a graduate of Purdue University with a Bachelor of Science in Business. He participated in the MBA program at the University of Baltimore and has over 10 years in individual and trust tax returns in both the public and private Sectors.
Natalie was born and raised in Maryland and has been living in the Western Mass are for the past five years with her two daughters. She has Experience in the Medical and Insurance Industry.