Kerry L. Lekas, CPA/PFS, CFP, MST, RLP

Kerry has almost 20 years of experience providing tax consulting, financial and business planning guidance to individuals and closely held businesses. Kerry provides tax consulting services that span the entire business owner life, from equity and business structure planning for founders to exit planning strategies and beyond. In addition to being a CPA, she has a Masters in Taxation from Bentley College and a Bachelor of Science in Business with a concentration in Accounting from the University of Massachusetts – Lowell.