Meet the Experts Behind Your Success
At Neil Jesani Advisors, our team is dedicated to providing you with the highest level of personalized tax, accounting, and CFO services. Combining deep industry expertise with a client-first approach, we work collaboratively to develop strategies tailored to your unique financial goals. Get to know the professionals committed to helping you minimize taxes, grow your wealth, and protect your legacy.
Meet Your Future advisors
Some Of Our Certified Team Members
NEIL JESANI, CFP®, M.Acc
President & CEO
RICH HOFMANN, CPA, JD
Senior Vice President of Tax
SALLY BHAIDANI, M.Acc
VP of Finance & Operation
GEORGE SCOPETTA, JD
VP of Tax & CFO Services
ADAM LUSTHAUS, JD, LLM
Senior Director of Tax & Estate Planning
TEFERA BEYENE, CPA, EA, MBA, PhD
Director of Tax & CFO Services
RICHARD PHILLIPS, JD
DIRECTOR OF TAX & ESTATE PLANNING
KEVIN TAYLOR, JD, MBA
DIRECTOR OF TAX & CFO SERVICES
PAUL DONOVAN, JD, CPA
DIRECTOR OF TAX & CFO SERVICES
CODY DINDA, CPA, EA, MST
Senior Manager of Taxes & CFO Services
LESLIE BORGIA, JD
Senior Tax Manager
DAVID BARELA, CPA
Senior Manager of Tax & CFO Services
DANIEL PICO, CFP®
SENIOR BUSINESS MANAGER
ALEX CRUZET, MAcc, MBA
Senior Business Manager
PRABHA RAGHAVAN, CPA, MAcc
Manager OF TAX & CFO SERVICES
RANIYA JESANI, IRS EA
Tax Manager
IRELA PALO, CPA
Tax Manager
MICHAEL MOGAN, JD, CPA
Tax Manager
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At Neil Jesani Advisor, we focus on delivering tailored tax, accounting, and advisory solutions with a strong emphasis on industry-specific expertise. By building lasting, trust-based relationships with our clients, we are able to quickly address the unique challenges and priorities that matter most to you.
