Kassouf promotes 19 employees, names four principals


Kassouf promoted 19 team members in January, with four employees named principals. Kassouf’s vision of upward mobility and continuous improvement drove these promotions.  

“We are incredibly proud of these team members for continually striving for excellence, especially during a tumultuous year like 2020,” said Director and Shareholder Gerry Kassouf, CPA.

Kassouf’s principals include Michelle Carney, CFP®, AEP®; Margaret Cook, MBA, CMPE; Russ Dorsey; and Joni Wyatt, MHA, MHIA, CPHIMS. Carney is a financial planner with Kassouf Wealth Advisors, and Dorsey leads Kassouf’s information technology. Cook and Wyatt are healthcare advisors in Kassouf’s healthcare consulting business.

2021 Promotions
Michelle Carney, CFP®, AEP®– Principal, Financial Planner
Margaret Cook, MBA, CMPE – Principal, Healthcare Advisor
Russ Dorsey – Principal, Chief Information Officer
Joni Wyatt, MHA, MHIA, CPHIMS – Principal, Healthcare Advisor
Georgina Perry, CPA, CMPE – Senior Healthcare Advisor
Janet Day, MBA, CMPE – Senior Healthcare Advisor
Anna Arnold, CPA – Supervising Senior Accountant
Caitlyn Tortorici, CPA – Supervising Senior Accountant
Carolina Canales, CPA – Supervising Senior Accountant
Elizabeth Livesay, CPA – Supervising Senior Accountant
Jessica Stewart, CPA – Supervising Senior Accountant
Kami West, CPA – Supervising Senior Accountant
Reagan Glaze, CPA – Supervising Senior Accountant
Taylor Reed, CPA – Supervising Senior Accountant
Ashley Burns, CPA – Senior Accountant
Bridget Adams, CPA – Senior Accountant
Griffin Clark, CPA – Staff II
Jeremy Green, CPA – Staff II
Philip Johnston, CPA – Staff II

“At Kassouf, we want our employees to succeed. We want to recognize their efforts and reward them for their hard work. Congratulations to this group for going above and beyond this year and advancing their careers,” said Director and Shareholder David Kassouf, CPA.