Partner
Kerri Dolce is a partner in the new firm and will be a primary contact for you for all questions on service and outcomes. Kerri is returning to full-time work after having taken a few years away to raise her three sons. During her time away, Kerri and her family founded and operated a consumer products company. The company continues to operate successfully in its 8th year. Prior to her full-time role as mother, Kerri worked for 13 years with individuals and families to develop and implement charitable giving plans, including customized tax and financial analysis for each family. Kerri will bring her skills as an entrepreneur and business owner, and her tax and financial experience to provide you with advice and service.