Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
Find a Financial Professional
- Carly Wagner
- Daniela Adragna
- Emma Curran
- Jessica Ramirez
- Jim DeMinnoCPA, MBA, PFS
- Linda Carreno
- Marguerite Breslow
- Mary Petriello
- Moose DeMinno
- Zack DeMinnoCPA, MS
Jim DeMinno
CPA, MBA, PFS
CPA, MBA, PFS
President & Founder
(845) 638-4529
Jim DeMinno has more than three decades of experience in tax and accounting services, and more than a dozen years of experience in wealth management and financial services. Jim formed his practice, after working for many years in the...
Emma Curran
Accounting Coordinator
(845) 638-4529
Emma Curran is the Accounting Coordinator at The DeMinno CPA Firm, PC ensuring the accounting department operates efficiently. Her role demands exceptional organization as she manages and oversees QuickBooks account reconciliation and...
Zack DeMinno
CPA, MS
Partner of Finance & Accounting Services
(845) 638-4529
As Partner of Finance & Accounting Services at The DeMinno CPA Firm, where he is responsible for handling advanced accounting and financial strategies for clients, Zack is our newest shining star. Zack’s passion for numbers,...
Carly Wagner
Office Administrator
(845)638-4529
Carly joined our company in October of 2023. Carly is the Office Administrator and manages multiple aspects of the office. She is responsible for managing our multi-media division, bookkeeping, processing returns and monitoring our...
Daniela Adragna
Tax & Accounting Coordinator
(845)638-4529
Daniela Bronson is a recent graduate of Dominican College with a bachelor’s degree in accounting, where she was placed on the dean’s list and received several awards for academic achievement. Currently, she is attending St....
Mary Petriello
Accountant
(845)638-4529
Mary joined our company in October of 2023. Mary assists in daily accounting for our corporate clients; preparing journal entries, reconciling accounts and producing reports for Management.A life-long resident of Rockland County, Mary...
Jessica Ramirez
Jr. Accountant
(845) 638-4529
Moose DeMinno
Office Assistant
Moose is a Bernedoodle. He is a 50/50 mixture of Bernese Mountain Dog and a Mini-Poodle! He has been working part-time as an assistant for the last 3 years. In his free time, he likes to chase cats, play with his toys, and sleep. Feel...
Linda Carreno
Jr. Accountant
Linda recently graduated with a Bachelor's Degree from Iona University in May 2024. With a strong academic background and a passion for precision, she is dedicated to providing accurate financial support and helping clients navigate...
Marguerite Breslow
Wealth Management Assistant
845-638-4529
marguerite.breslow@deminno.tax