Broker Check

Team

 

Joseph Palumbo CFP ®, CPA

(410) 412-3321

(410) 761-1953

Palumboj@myavantax.com

Joe offers tax preparation and accounting services, as well as comprehensive investment planning through my affiliation with Avantax Investment ServicesSM. In addition to preparing and filing your tax return, I can help develop an...

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Kim Scaglione

Client Services Manager

(410) 412-3321

(410) 761-1953

Kimberly.Scaglione@myavantax.com

Kim is the Client Services Manager 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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Matt Horton, CPA

(410) 412-3321

(410) 761-1953

Matthew.Horton1@myavantax.com

Matt started his tax career with Palumbo Financial & Tax Services in 2014 and became a licensed CPA in early 2018. He assists widely in the tax preparation and accounting services, including preparing financial statements and tax...

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Jeffrey Grodsky, CFP®, CDFA®, QKA

Senior Advisor

Jeff has been a financial advisor since 2007 and became a CERTIFIED FINANCIAL PLANNER™ professional in 2014. He specializes in developing an actionable financial plan for high net worth families and small...

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Lisa Siske

Administrative Assistant

Lisa@joepalumbocpa.com

Lisa is our Administrative Assistant in our Glen Burnie office. She brings many years of administrative experience along with a strong desire to continue learning about the financial industry. Through her perky personality and...

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