Key Firm Personnel


Donna Sperling, Senior Tax Accountant SEND AN EMAIL

With over 25 years of finance and accounting experience, Donna offers our clients and staff a vast range of knowledge and expertise. First launching her career as a Certified Public Accountant in the tax department of Arthur Andersen, Donna then worked with residential mortgage subsidiaries including Fleet Bank and Washington Mutual as Assistant Controller and Controller. In 2004, she became the Chief Financial Officer for Merrill Lynch Credit Corporation. After taking early retirement from a satisfying career, Donna joined our firm in 2007 and works with high-net worth and business clients on more complex, dynamic tax returns, and is an essential part of our tax team in Estate and Trust tax planning. Donna earned a Bachelor of Arts degree in Accounting from Babson College, and enjoys pursuing her passion for travel and playing tennis. She and her husband Bob are well on their way to reaching a goal to travel to 100 countries and enjoy experiencing various cultures, cuisines and landscapes around the globe.

Diane Wood, Tax Accountant SEND AN EMAIL