Meet the Kreppel Tax Advisory Group Family
We take pride in our dedicated team of smart, honest, and caring professionals who are committed to going above and beyond for our clients. Their exceptional service and unwavering support ensure that we can assist with any matter and address every need our clients may have. Building and nurturing strong client relationships is our honor, and our team’s dedication makes it all possible. Their exceptional service and unwavering support ensure that we can assist with any matter and address every need our clients may have. Building and nurturing strong client relationships is our honor, and our team’s dedication makes it all possible.
Tax Preparers
David Blumenthal | Arthur Rosenthal | Dhrumit Shah | Danyelle Vill | Keosha Lee | Barry Schachner | Ron Miller | Russell Reeves | Lynn Petrovich | Carol Bailiff | Thomas Carfagno
Elliott Kreppel
President
Elliott, the founder of Kreppel Tax Advisory Group, established the firm in 2003 with a vision to ensure secure retirements for individuals. Over the past 20 years, Elliott has transformed Kreppel Tax Advisory into one of the state’s leading independent tax advisory firms, deeply committed to addressing each client’s unique needs with personalized care.
A 1990 finance graduate from University of Hartford, Elliott has guided thousands toward financial stability and peace of mind. His dedication extends beyond clients to his employees, fostering a supportive and thriving work environment. In his free time, Elliott enjoys attending Yankee games with his family, playing racquetball, and contributing to the community through various partnerships.
Jake Kreppel
Vice President, Financial Planning
Jake brings his financial expertise to Kreppel Tax Advisory Group, drawing on his extensive background to guide individuals and businesses toward financial success. A distinguished graduate of the Kelley School of Business, Jake launched his career in the bustling financial hub of New York City, where he crafted his skills at Equitable and JPMorgan Chase before joining our team.
Specializing in investment, tax, insurance, and retirement planning, Jake is adept at crafting holistic strategies that align seamlessly with clients’ goals and aspirations. His approach combines meticulous planning with a deep understanding of market dynamics, ensuring that each client receives tailored advice that drives their financial success. Outside of the office, Jake finds balance in life through golf, cheering on the Yankees with Elliott, and spending quality time with his golden retriever, Mason, who occasionally brightens up our office with his cheerful presence.
STAFF
Shannin Rivera
Operations Manager- Financial Planning
Avery Auletta
Client Onboarding Specialist
Brianna Ruiz
Administrative Assistant
Marian Luna
Senior Manager- Tax Planning/Administrative
Dina Fahmy
Administrative Associate
Patricia Lindgren
Administrative Assistant
Samantha Andaya
Client Onboarding Specialist
Dave Schaffer
Administrative Support Specialist