Leadership
Meet our team of experts who are ready to support your growth and push you to new heights. It’s through close collaboration, critical thinking, and courage that we will determine what tomorrow looks like together.
Core Services
- Audit & Accounting
- Business Strategy
- Tax Consulting & Compliance
Specialties
- Construction & Real Estate
- Employee Benefit Plan Audits
- Manufacturing, Distribution, & Retail
- Nonprofits
- Professional Services
Education
- University of Rhode Island, Master of Science in Accountancy degree
- Providence College, Bachelor of Science in Business Marketing
Licenses + Credentials
- CPA-Certified Public Accountant, RI
- CCIFP—Certified Construction Industry Financial Professional
- CIT–Construction Industry Technician
Affiliations + Community
- American Institute of Public Accountants; member
- Associated Builders and Contractors – RI Chapter, member
- Associated General Contractors – RI Chapter
- Construction Financial Management Association; member
- Institute of Certified Construction Industry Financial Professionals – member
- National Utility Contractors Association of Rhode Island – board of directors
- Providence Performing Arts Center; board of trustees
- Rhode Island Builders Association, treasurer
- Rhode Island Construction Training Academy, board of directors
- Rhode Island Public Expenditure Council, board of trustees
- Rhode Island Society of Certified Public Accountants (RISCPA), member
- Wood River Preschool, board of directors
Awards
- 2019 40 Under Forty - Providence Business News
Recognitions and Accomplishments
- Providence Business News 2019 40 Under Forty Honoree
Core Services
- Audit & Accounting
- Business Strategy
- Business Valuation
Specialties
- Manufacturing, Distribution, & Retail
- Healthcare
- Nonprofits
- Professional Services
- Construction & Real Estate
- Employee Benefit Plan Audits
Education
- Providence College, Bachelor of Science degree in Accounting
- Bryant University, Master of Business Administration degree in Finance
Work Experience
- Sansiveri, Kimball & Co., LLP; 1986 to present; Partner, 1997 to present
Licenses + Credentials
- CPA–Certified Public Accountant, RI
- ABV–Accredited in Business Valuation
- CBA–Certified Business Appraiser
- CVA–Certified Valuation Analyst
Affiliations + Community
- American Institute of Certified Public Accountants, member
- Institute of Business Appraisers, member
- Junior Achievement, board of directors
- National Association of Certified Valuation Analysts, member
- Rhode Island Society of Certified Public Accountants, member
- Leukemia & Lymphoma Society of Rhode Island, past board member
- Leadership Rhode Island; graduated as part of the Gamma II 2007 class
- Providence Preservation Society, past board member
- Cranston Western Little League, past board member
Core Services
- Business Strategy
- Tax Consulting & Compliance
Specialties
- Construction & Real Estate
- Mergers & Acquisitions
- Healthcare
- High Net-Worth Individuals
- Manufacturing, Distribution, & Retail
- Professional Services
Education
- Bryant University, Bachelor of Science Degree in Business Administration
Licenses + Credentials
- CPA-Certified Public Accountant, RI
- PFS-Personal Financial Specialist
Affiliations + Community
- American Institute of Certified Public Accountants, member
- Rhode Island Society of Certified Public Accountants, member
- Rhode Island Society of Certified Public Accountants, past Chair of the Financial Planning Committee
- Edward J. & Virginia M. Routhier Foundation, Distribution Committee member
- Cranston Western Little League, past board member and treasurer
Core Services
- Audit & Accounting
- Business Strategy
Specialties
- Construction & Real Estate
- Employee Benefit Plan Audits
- Insurance Agents & Brokerage
- Manufacturing, Distribution, & Real Estate
- Nonprofits
- Professional Services
Additional Core Services
- Yellow Book Audits, including compliance audits under The Uniform Guidance
Education
- Georgetown University, Bachelor of Science in Business Administration
- Bryant University, Master of Science in Taxation, with honors
Work Experience
- Sansiveri, Kimball & Co., LLP, 1979 to present; Partner, 1989 to present
Licenses + Credentials
- CPA-Certified Public Accountant, RI
- CGMA-Chartered Global Management Accountant
- MST-Master of Science in Taxation
Affiliations + Community
- American Institute of Certified Public Accountants, member
- Georgetown University Alumni Admissions Committee for Rhode Island, member
- Leadership Rhode Island; Alumnus and past director and treasurer
- Rhode Island Commodores, member
- Rhode Island Society of Certified Public Accountants, member
- Thundermist Health Center, Inc., director and treasurer
Core Services
- Business Strategy
- Tax Consulting & Compliance
- Estate Planning & Fiduciary Taxation
- Tax Planning for Mergers, Acquisitions, and Sale of Businesses
Specialties
- Manufacturing, Distribution, & Retail
- High Net-Worth Individuals
- Professional Services
Education
- Bentley College, Master of Science degree in Taxation
- University of Rhode Island, Bachelor of Science degree in Accounting
Work Experience
- Sansiveri, Kimball & Co., LLP, 1986 to present; Partner, 2000 to present
Licenses + Credentials
- CPA-Certified Public Accountant, RI
- CPA-Certified Public Accountant, MA
- MST-Master of Science in Taxation
Affiliations + Community
- American Institute of Certified Public Accountants, member
- Massachusetts Society of Certified Public Accountants, member
- Rhode Island Manufacturing Extension Services, Inc. (RIMES), past-director and treasurer
- Rhode Island Society of Certified Public Accountants, member and guest speaker
Awards and Accomplishments
- 2014 “Top 10 Public Accounting Professionals” for R.I. named by The National Academy of Public Accounting Professionals, September 2014
- Leadership Rhode Island, 2006 Alumnus
Core Services
- Audit & Accounting
- Business Strategy
- Business Valuation
- Forensic Services
Specialties
- Construction & Real Estate
- Manufacturing, Distribution, & Retail
- Professional Services
Education
- Bryant University, Bachelor of Science in Business Administration, summa cum laude
- Bryant University, post graduate study
- University of Rhode Island, post graduate study
Work Experience
- Sansiveri, Kimball & Co., LLP; September 2013 to present
- Grant Thornton LLP; December 2011 to August 2013
- CCR LLP; January 2000 to November 2011
- Suls Westgate & Parente LLP (formerly Murphy & Company); January 1978 to December 1999
Licenses + Credentials
- ABV-Accredited in Business Valuation
- CFE-Certified Fraud Examiner
- CFF-Certified in Financial Forensics
- CPA-Certified Public Accountant
- CVA-Certified Valuation Analyst
- MAFF-Master Analyst in Financial Forensics
Affiliations + Community
- American Institute of Certified Public Accountants, member
- Association of Certified Fraud Examiners, member
- Crossroads RI, Audit Committee
- National Association of Certified Valuation Analysts, member
- Rhode Island Chapter of the Association of Certified Fraud Examiners, member
- Rhode Island Convention Center Authority, Board of Commissioners member
- Rhode Island Society of Certified Public Accountants, Business Valuation Committee, member
- United Way Women’s Leadership Council
- USA 500 Clubs
Core Services
- Business Strategy
- Tax Consulting & Compliance
Specialties
- Mergers & Acquisitions
- Healthcare
- High Net-Worth Individuals
- Manufacturing, Distribution, & Retail
- Professional Services
Education
- Bryant University, Bachelor of Science Degree in Accounting
- Bentley University, Master of Science in Taxation
Licenses + Credentials
- CPA-Certified Public Accountant, RI
- PFS-Personal Financial Specialist
- CFP®-Certified Financial Planner
Affiliations + Community
- American Institute of Certified Public Accountants, member
- Rhode Island Society of Certified Public Accountants, member
- Rotary Club of Cranston, past president
- Jamestown Chamber of Commerce, member
- Conanicut (Jamestown) Island Land Trust Corporation, past board member
- North Kingstown High School Booster Club, past board member
Core Services
- Business Strategy-
- Tax Consulting & Compliance
Specialties
- Healthcare
- High Net-Worth Individuals
- Professional Services
- Retail
Additional Core Specialty
- Real Estate
Education
- Bryant University, Master of Science in Taxation degree
- Providence College, Bachelor of Science degree in Accounting
Licenses + Credentials
- CPA-Certified Public Accountant
- MST-Master of Science in Taxation
Affiliations + Community
- American Institute of Certified Public Accountants, member
- Estate Plannning Council of Rhode Island; member
- Providence Ronald McDonald House, member of the finance committee
- Rhode Island Society of Certified Public Accountants, member
- The National CPA Healthcare Advisors Association, member
Core Services
- Audit & Accounting
- Business Strategy
- Employee Benefit Plan Audits
Additional Core Services
- Audit & Yellow Book Audits, including Single Audits under the OMB Uniform Guidance
- Tax credit audits, including historic preservation tax credits and film tax credits
Specialties
- Healthcare
- Manufacturing, Distribution, & Retail
- Nonprofits
- Professional Services
Education
- University of Rhode Island, Bachelor of Science degree, with distinction, in Accounting and Information Systems
Licenses + Credentials
- CFE-Certified Fraud Examiner
- CPA-Certified Public Accountant, RI
Recognitions and Accomplishments
- RISCPA “What Counts” Fall 2016 newsletter – feature article interview
- Leadership Rhode Island – 2016 Alumna
Affiliations + Community
- AccessPoint RI, past board member, finance committee member
- American Institute of Public Accountants; member
- Animal Rescue League of Southern Rhode Island, past finance committee member, board member, & treasurer
- Association of Certified Fraud Examiners, member
- Rhode Island Manufacturing Institute (d/b/a makeRI), former board of directors and treasurer
- Rhode Island Society of Certified Public Accountants, member
- Save The Bay, Facilities Committee
- The Keystone Group, board of directors
Core Services
- Business Strategy
- Tax Consulting & Compliance
Specialties
- High Net-Worth Individuals
- Manufacturing, Distribution, & Retail
- Professional Services
- Construction & Real Estate
Education
- Bryant University, Master of Science in Taxation degree
- Providence College, Bachelor of Science degree in Accounting
Licenses + Credentials
- CPA-Certified Public Accountant
- MST-Master of Science in Taxation
Affiliations + Community
- American Institute of Certified Public Accountants, member
- Rhode Island Society of Certified Public Accountants, member
- S.T.A.G.E. (Support for Theater Advancement and Growth in Education); co-chair
- SKNOW, executive committee member
Core Services
- Audit & Accounting
- Business Strategy
Specialties
- Employee Benefit Plans
- Manufacturing, Distribution, & Retail
- Nonprofits
Education
- Salve Regina University, Master of Business Administration
- Salve Regina, Bachelor of Science in Accounting
Licenses + Credentials
- CPA-Certified Public Accountant, RI
Affiliations + Community
- American Institute of Certified Public Accountants, member
- Rhode Island Society of Certified Public Accountants, member
- School One, Treasurer
- Awards and Accomplishments
- Selected to the Wolters Kluwer Emerging Leader Program, Fall 2017
Core Services
- Business Strategy
- Tax Consulting & Compliance
Specialties
- Construction & Real Estate
- High Net-Worth Individuals
- Manufacturing, Distribution, & Retail
- Nonprofits
- Professional Services
Education
- University of Rhode Island, Bachelor of Science in Accounting
Licenses + Credentials
- CPA-Certified Public Accountant
Affiliations + Community
- American Institute of Public Accountants; member
- Rhode Island Society of Certified Public Accountants
Core Services
- Audit & Accounting
- Tax Consulting & Compliance
Specialties
- Small Businesses
Education
- Bentley University, Master of Science in Taxation
- Providence College, Bachelor of Science in Accounting
Licenses + Credentials
- CPA-Certified Public Accountant, RI
Affiliations + Community
- SKNOW, Executive Committee member
- American Institute of Certified Public Accountants, member
- Rhode Island Society of Certified Public Accountants, member
Core Services
- Tax Consulting & Compliance
Specialties
- Construction & Real Estate
- Manufacturing, Distribution, & Retail
- High Net-Worth Individuals
- Professional Services
Education
- Bryant University, Bachelor of Science in Accounting
Licenses + Credentials
- CPA-Certified Public Accountant, RI
Affiliations + Community
- American Institute of Certified Public Accountants; member
- Rhode Island Society of Certified Public Accountants, Tax Committee member
Core Services
- Audit & Accounting
- Business Strategy
Specialties
- Construction & Real Estate
- Employee Benefit Plans
- Manufacturing, Distribution & Retail
- Nonprofits
Education
- University of Rhode Island, Bachelor of Science in Accounting
Licenses + Credentials
- CPA-Certified Public Accountant
Affiliations + Community
- American Institute of Certified Public Accountants
- Rhode Island Society of Certified Public Accountants
- Rhode Island Young Accountants Network
- SKNOW, member
Core Services
- Audit & Accounting
- Business Strategy
Specialties
- Healthcare
- Professional Services
- Employee Benefit Plans
- Manufacturing, Distribution & Retail
Education
- University of Rhode Island, Bachelor of Science in Accounting
Licenses + Credentials
- CPA – Certified Public Accountant, RI
Affiliations + Community
- American Institute of Certified Public Accountants, member
- Rhode Island Society of Certified Public Accountants
- SKNOW, member
Community Involvement
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AccessPoint RI
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Allinial Global
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American Institute of Certified Public Accountants
-
Animal Rescue League of Southern Rhode Island
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Associated Builders and Contractors, Rhode Island Chapter
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Associated General Contractors
-
Association for Divorce Financial Planners
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Association of Certified Fraud Examiners
-
Bristol County Savings Bank
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CFA Society Providence
-
Chariho Youth Football
-
Chartered Alternative Investment Analyst Association
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Chartered Financial Analyst Institute
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Construction Financial Management Association
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Cranston West High School
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Crossroads RI
-
DD Independent Franchise Owners, Inc.
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East Greenwich Lions Club
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Estate Planning Council of Rhode Island
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Financial Planning Association of Rhode Island
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FirstWorks
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Georgetown Alumni Admissions Committee for RI
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Greater Providence Chamber of Commerce
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Grow Smart RI
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Hasbro Children’s Hospital
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Institute for Divorce Financial Analysts
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Institute of Business Appraisers
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Isabella Stewart Gardner Museum
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Junior Achievement
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Leadership RI
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Mariposa Center
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Massachusetts Society of Certified Public Accountants
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Narragansett Bay Commission
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National Association of Certified Valuation Analysts
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National Utility Contractors Association of Rhode Island
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Navigant Credit Union
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New England Pet Assisted Therapy Group
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Nipmuc Youth Lacrosse
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Northern Rhode Island Chamber of Commerce
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Pride Planners
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Providence Children’s Museum
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Providence Performing Arts Center
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Providence Ronald McDonald House
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Rhode Island Builders Association
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Rhode Island Chapter of the Association of Certified Fraud Examiners
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Rhode Island Commodores
-
Rhode Island Convention Center Authority
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Rhode Island Co-Parenting Education Services
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Rhode Island Financial Planning Association
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Rhode Island Public Expenditure Council
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Rhode Island Society of Certified Public Accountants
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Rhode Island Young Accountants Network
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Sacred Heart Church
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School One
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South End Historical Society
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St. Philip’s Church
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St. Mary’s Church
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St. Mary’s Parish, Providence
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St. Patrick’s Soup Kitchen
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St. Roberts Church
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STAGE-Support for Theater Advancement & Growth in Education
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The Greek Orthodox Ladies Philoptochos Society, Inc.
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The Keystone Group
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The Lady Project (Providence Lady Project)
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The National CPA Healthcare Advisors Association
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The Point Foundation
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The Providence Foundation
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The University Club
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Thundermist Health Center, Inc.
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United Way Women’s Leadership Council
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United Way Young Leaders Circle
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USA 500 Clubs
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Wood River Preschool
Affiliations
Allinial Global
Sansiveri is a member of Allinial Global, a member-based association dedicated to the success of independent accounting and consulting firms. Founded in 1969, this strategic affiliation of legally independent accounting firms has a mission to foster the independence, growth and continuous improvement of its members. Allinial Global is based in North America but offers international support by connecting its member firms to providers and global networks of accounting firms worldwide.
American Institute of Certified Public Accountants (AICPA)
100% of Sansiveri Certified Public Accountants (CPAs) are members of the AICPA which represents the CPA profession nationally with regards to rule-making and standard-setting. It serves as an advocate before legislative bodies, public interest groups, and other professional organizations. The AICPA develops standards for audits of private companies and other services by CPAs; provides educational guidance materials to its members; develops and grades the Uniform CPA Examination; and monitors and enforces compliance with the profession’s technical and ethical standards.
Rhode Island Society of Certified Public Accountants (RISCPA)
Sansiveri is a 100% Firm Participant of the Rhode Island Society of Certified Public Accountants (RISCPA). Our professionals are members of this professional membership association that exclusively supports CPAs, providing leadership and resources to its members.
Massachusetts Society of Certified Public Accountants (MSCPA)
Sansiveri has professionals who maintain a CPA license in the state of Massachusetts. They are members of the MSCPA, which is that state’s premier professional organization for accountants. They offer a wide array of legislative, technical and referral services to their members.
Connecticut Society of Certified Public Accountants (CSCPA)
The CSCPA provides continuing education opportunities, a comprehensive practice peer review program, a variety of membership services for CPAs in Connecticut, and clear, strong, and forward-looking leadership for the profession.
Financial Planning Association (FPA®)
A number of Sansiveri’s financial planning professionals employed through its affiliated company (SK Wealth Management, LLC) are members of the FPA®, which is the largest membership organization for personal financial planning experts in the U.S. They help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
Financial Planning Association of Rhode Island (FPARI)
Several of our financial planners are also members of the FPARI, a non-profit corporation organized under the state of Rhode Island. The organization exists to further the success of the financial planning profession, and seeks to foster the value of financial planning through meetings, educational presentations, and special events.
National Association of Certified Valuation Analysts (NACVA)
Sansiveri’s certified valuation professionals are members of the NACVA, which supports the users of business asset valuation services and financial forensic services.
Institute of Business Appraisers (IBA)
Valuation professionals at SK&Co are members of the IBA, the oldest professional society devoted solely to the appraisal of closely-held businesses. The Institute is a pioneer in business appraisal education and professional accreditation, and provides mentoring, report review, instruction, and technical publications for the enhancement of the profession.