Designations and Licenses

Cary is a Certified Public Accountant.

Experience and Education

Cary reviews and implements tax strategies and coordinates financial strategies that align with clients’ goals and values. He provides tax planning solutions and reviews as well as prepares tax returns alongside managing consulting and tax.

Prior to joining the firm, Cary was a senior associate at Andersen, where he prepared and reviewed federal and state tax returns for partnerships, trusts, private foundations, gifts and individuals.

Cary has a bachelor’s degree in economics and business from the University of Rochester and a master’s degree in accounting from the Zicklin School of Business at Baruch College. He is a member of the New York State Society of CPAs.