Margaret L.O'Donnell, CPA
A Certified Public Accountant with over 30 years experience in the field. Before starting Topstone Financial Consultants, Peg had experience with Deloitte and Touche, Blum Shapiro and BDO Seidman. She has extensive experience in working with small businesses and individuals to reduce their tax burden and plan for future tax liabilities. Peg is licensed in the State of Connecticut and is a member of the AICPA and the CTCPA. She also works with clients on setting up accounting systems for small businesses, managing payroll liablilities and handling contacts with both the Internal Revenue Service and state agencies.
J. Scott O'Donnell, CFP®, CRPC®
A financial management professional with over 25 years experience. Prior to Topstone Financial Consultants, Scott was a Vice President with BNY Mellon Wealth Management. He advised high net worth clients on asset management, trust, retirement and estate settlement issues. His diverse financial background has proven to be a valuable asset to clients of Topstone. He generally takes the lead when negotiating debt settlements on behalf of our business clients.
We work closely with several local attorneys whose specialties include estate planning, bankruptcy, collections and small business issues. We have found them to be a great resource and may be retained independently as needed. Unfortunately, publishing any additional information such as their names and credentials would get us in hot water with certain Connecticut State compliance authorities. Since Topstone is not a law firm and does not practice law, we must be extra careful not to confuse anyone.
So, we have replaced pictures of attorneys we have come to know and trust with a happy face.
So, we have replaced pictures of attorneys we have come to know and trust with a happy face.