Mark Phillips
Mark Phillips has achieved a rewarding career in financial services by putting his clients' interests first and providing exceptional personal service.
AJ Phillips
Andrew "AJ" Phillips is new to the Wealth Management Industry. AJ was studying Accounting and Business Management at Malone University when he answered the call to serve his country by enlisting in the United States Marine Corps.
Kimberly Kay Boydoh
Treasurer and Chief Information Officer
Treasurer and Chief Information Officer
Kim Boydoh joined the team of CPA Advisory Group, Inc., formally known as Krebs, Andriot & Company CPA’s, Inc., in July, 1998, and became the Chief Operating Officer in 2003.
Marc McTeague
Executive VP - SeibertKeck Insurance
As executive vice president of SeibertKeck Insurance, Marc’s main focus is commercial account development and retention while striving to create a dynamic and very different insurance agency.
Rob Martin
ERPA, President - Crest Retirement
ERPA, President - Crest Retirement
Industry leader in Plan Design and Compliance for Retirement Plans for small businesses and nonprofit organizations. As the Third Party Administrator, we serve as the backbone of the retirement plan and work closely with plan sponsors' financial advisors, CPA'S and attorneys to bring the client and the participants an efficient and robust retirement savings tool.