Why InTandem
When your CPA and Financial Advisor see only a slice of your financial picture, there’s a disconnect. It’s often up to you to bridge the gap, which can drain your time and cause tax inefficiencies. This is not how the mega wealthy are managed, and it’s not how someone as successful as you should be either.
We started InTandem because we knew integrating wealth and tax was the better way. A way for you to reduce your tax burden. A way for you to be strategically positioned to invest wiselorry less about your finances.
We built a team of Financial Advisors and tax experts who work together on your behalf. By offering equal parts wealth and tax, we bring combined experience and knowledge to your situation. This also means you no longer have the hassle of coordinating with multiple professionals in different office locations.
Instead, you work with one integrated wealth and tax team that considers all aspects of your financial and tax situations. Our goals for you: Less tax. More investment opportunities.
Our Team
InTandem Wealth & Tax Leaders
John Sciaccotta, CPA, CFP®️, CRPC®️, Financial Advisor
John has been in the public accounting industry since beginning his career in 1987. As a CPA, CERTIFIED FINANCIAL PLANNER™️, and Financial Advisor with Financial Certification Series 65, John helps clients make the most of tax-savings and investment opportunities. John is also one of the founding partners of DSWD CPAs and Advisors, a firm that provides tax and assurance services for a wide range of clients.
john@intandemwealthtax.com
Todd Morgan, Financial Advisor
Todd has been managing individuals and businesses for over 30 years with $300M AUM. His approach to Financial Advisory is characterized by a deep understanding of his clients’ unique financial goals and needs. Todd is also a Branch Manager and on the Advisory Board at LaSalle St. Securities which highlight his leadership and influence within the financial industry. He holds a Bachelor of Science degree in Marketing/Economics and Financial Certifications Series 7, 8, 24, 63, & 65.Tax & Accounting Team
Brian Nuttall, CPA, J.D., Financial Advisor
Brian started his public accounting career after completing his law degree and passing the bar exam in 1996. In addition, Brian is a Financial Advisor with his Financial Certification Series 65. Brian’s specialties include helping InTandem clients with complicated tax and business issues. Brian is also a shareholder of Origin CPA Group, a firm that delivers accounting, tax, and consulting services to ultra-wealthy individuals and families.
Joseph DeMarco, CPA, Financial Advisor
Since starting his career in public accounting in 1995, Joe has been helping small to mid-sized business owners and individuals. Joe has extensive experience in tax planning and providing value added consultative advice for his clients. Joe prides himself with giving a high level of service which has enabled him to help a vast array of clients over the years. He is also a Financial Advisor with his Financial Certification Series 65. In addition, Joe is one of the founding partners of DSWD CPAs and Advisors, a firm that provides tax and assurance services for a wide range of clients.
Rick Wilkens, CPA, CFO, Financial Advisor
Rick has provided tax and accounting services to our clients for more than 25 years. Rick enjoys working with InTandem clients to help bring clarity and continuity to their taxes and investments. Rick is also a partner at DSWD CPAs and Advisors, a firm that provides tax and assurance services for a wide range of clients. Rick is also a Financial Advisor with his Financial Certification Series 65.Wealth Team Support
Heather Rivera, FPQP®, CSRIC®, ABFP®, M.Ed. Client Service Specialist
Heather has been working in the financial planning & advisory space for five years and finds it absolutely fascinating. In that time, she obtained her Financial Paraplanner Qualified Professional® designation, followed shortly by her Chartered SRI Counselor® and Accredited Behavioral Finance Professional designations. With a background in education and the social services, Heather is an expert at walking clients seamlessly through complicated, confusing processes while making it (almost) fun. Heather provides administrative support to InTandem’s Financial Advisors and can be counted on to assist with myriad kinds of paperwork.
Amy Bukolt, Client Services Specialist
Amy is a part of our administrative support team. She assists with onboarding and other administrative tasks. She has over 15+ years in administrative support and management roles. She loves to problem solve and make your financial journey hassle free!
Gerri Michalski, Investment Advisor
Gerri has been working with investment clients for over 30 years and holds her Series 7, 63 & 65 licenses. She takes pride in providing excellent client services throughout their investment journey. Gerri values the personal relationships that she has made with clients and takes pride in providing excellent client service. She is also a Financial Advisor at LaSalle St. Securities.