The Friends of Holy Cross
Accounting / Finance
Please support these members of the Lancer Business Network!
Affordable Financial Services
Lisa M. Panzone - Class of 1978
President
Accounting and Tax Services
ADDRESS
8 Gere Terrace
Cherry Hil, NJ 08002
FOR HOLY CROSS ALUMNI AND FELLOW LBN MEMBERS...
20% Discount
BASH Capital
David Dieal - Class of 1999
Certified Financial Planner
Financial Planning, Wealth Management, Retirement Planning
Honkamp, P.C
Lauren Boucher-Ragone - Class of 1995
Staff Accountant II
Top 10 Midwest CPA and business advisory group. Serving client organizations from coast-to-coast, our clients range from privately-held organizations to individuals and nonprofits.
Meyer Capital Group
Michael Howley- Class of 1988
Certified Financial Planner
Meyer Capital Group specializes in comprehensive financial planning and investment management, including sustainable investing, to help professionals, women, families, non-profits and small business owners to organize, grow and protect their assets through life’s transitions. As a Fee-Only, fiduciary, and independent Registered Investment Advisor, we are never paid any commissions and we have a legal obligation to provide you unbiased advice.
PWM Advisors
Michael Terry, CFP, CIMA - Class of 1994
Managing Director & Portfolio Manager
Holistic Wealth Management & Financial Planning
Trident Trust
Kevin Passaro Jr. - Class of 2015
Fund Accountant
Manage Accounting / Finance side of Private Equity and Hedge Funds across the US.
ADDRESS
1395 Brickell Avenue
Suite 730
Miami, FL 33131
FOR HOLY CROSS ALUMNI AND FELLOW LBN MEMBERS...
I would be happy to share some of my experiences with current Holy Cross students, along with my journey on how I go to where I am today. Expanding my network and sharing any connections I have with current high school/college grads.
If you would like to be listed in the Lancer Business Network, please complete this FORM.