Team

I offer tax preparation and accounting services, as well as comprehensive investment planning through my affiliation with HD Vest Investment Services(SM). In addition to preparing and filing your tax return, I can help develop an...

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Kim is the Administrative Assistant at the office in Bolton Hill. She is also lucky enough to live in that lovely neighborhood! She brings her extensive customer service experience to all her client interactions. Her energy and...

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Aubrie is the newest member of the Palumbo Financial family. She has a passion for reading, writing, and all things dark and spooky. She is an extrovert in every sense of the word. She brings understanding, and a unique energy to her...

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