Whitney & Gore Financial Services Robert Whitney, EA, ChFC - Partner Rob, partner, has been with the firm since 1983. Rob has an accounting degree and an extensive computer backgroud, including the publication of numerous software programs. Rob works in the area of estate and income taxation for high income individuals and trusts. In addition to serving his clients' individual tax preparation needs, Rob enjoys working with his clients in other areas: "As a Charted Financial Consultant, I work with clients on all aspects of their financial planning, including income tax, insurance, investment, and estate planning." Rob has been a member of the National Association of Tax Practitioners (NATP), National Association of Enrolled Agents (NAEA) and the Massachusetts Society of Enrolled Agents (MSEA) since 2001. Rob is a martial arts instructor, currently holding a fourth degree black belt, and has been teaching since 1989. He is also very active in coaching his daughters' soccer and basketball teams. He resides in Framingham, MA with his wife Barbara, and their two daughters, Cassie & Kayla. Certifications:  Enrolled Agent (EA) Charted Financial Consultant (ChFC) Registered Representative and Registered Investment Advisor of Walnut Street Securities Series 7 License – General Securities Representative Series 66 License – Uniform State Securities License Producers Life Insurance License Certified QuickBooks ProAdvisor Rob is a Registered Investment Advisor & Registered Representative of Walnut Street Securities, Inc. Whitney & Gore Financial Services, Inc. and Walnut Street Securities, Inc. are unaffiliated entities. rwhitney@whitneygore.com   Michael Gore, CPA, PFS - Partner Michael is a partner in the firm with over 20 years of experience. A Certified Public Accountant, he is a graduate of Boston College with a BA in Accounting. Michael's areas of focus are financial services and tax planning. Michael works closely with high net worth individuals and their advisors to present comprehensive financial and income tax planning. His clients include corporate executives and directors of publicly and privately held corporations, venture capitalists, entrepreneurs, and closely-held business owners, as well as other professionals in the investment, legal and medical fields. He has advised clients on issues such as stock options and compensation planning, structure of businesses, and AMT minimization. Michael enjoys both the challenge of his work and the interaction with his clients. "I believe that everyone can benefit from independent, objective financial planning, and my role is to help each client, whether they are married, single, or going through a divorce, reach their financial goals. As a CPA, I can uniquely benefit my clients by looking at the aspects of tax planning and retirement planning together to ensure they are heading down the best financial path for themselves and their families." Michael currently resides in Ashland, MA with his wife Mary, and their two daughers, Katie and Erin. Certifications: Certified Public Accountant, licensed in Massachusetts Personal Financial Specialist (PFS) Registered Representative and Registered Investment Advisor of Walnut Street Securities Series 7 License - General Securities Representative Series 66 License - Uniform State Securities License Member of AICPA, MSCPA Certified Quickbooks Advisor Michael is a Registered Investment Advisor & Registered Representative of Walnut Street Securities, Inc. Whitney & Gore Financial Services, Inc. and Walnut Street Securities, Inc. are unaffiliated entities. mgore@whitneygore.com Maureen Cavan, CPA, CFF - Partner, Tax Specialist & Forensic Accountant Maureen, Partner,  joined Whitney & Gore in 2003. She is a Certified Public Accountant, working as a Tax Specialist and Forensic Accountant. She is a graduate of Boston College with a BA in Accounting, and a graduate of Walsh College with a MA in Economics. Maureen previously owned an auditing and tax firm in Michigan. Her current experience includes working with the New England State Police Information Network (NESPIN) as a forensic accountant, working on financial investigations from law enforcement departments throughout New England. Maureen's experience in the areas of auditing, tax, and economics gives her a unique backgroud that she applies in forensic accounting. "The use of forensic accountants in litigation cases has been growing rapidly. The part of forensic accounting I enjoy most is helping each client solve their particular needs; whether it's for an individual client going through a divorce, an attorney needing litigation support, or assisting with law enforcement needs." Maureen currently resides in Auburn, NH with her two children. Certifications: Certified Public Accountant, Licensed in New Hampshire Certified in Financial Forensics (CFF) Member of AICPA, NHSCPA National Association of Certified Valuation Analyst's (NACVA's) Forensic Accounting Academy mcavan@whitneygore.com AnnMarie K. MacIsaac - Executive Financial Coordinator AnnMarie joined Whitney & Gore in 2008.  She is a graduate of Northeastern University, with a Bachelor of Science degree.  Before joining Whitney & Gore, AnnMarie spent 18 years working in the Architecture Industry, most recently as a Project/Account Manager.  During this time she managed projects from design through construction.  She managed client accounts in the retail and financial industries and developed good client relationships. Currently at Whitney & Gore, AnnMarie is the administrative support for our Registered Representatives and their Financial Investment clients as well as direct support for one of the partners and his tax clients.  She coordinates and submits forms and applications for all our financial clients and keeps clients updated on the status of their transactions. AnnMarie enjoys the challenges of this new industry for her and what she can bring to the firm from her past experiences: “I have been able to bring my project management and client relationship skills to this new industry and enjoy the interaction with clients and the personal attention we are able to give them.”AnnMarie currently resides in Framingham, MA with her husband Andrew, their daughter Maggie and son AJ. AnnMarie is an appointed Notary Public of the Commonwealth of Massachusetts. AnnMarie is a Non-Registered Representative Assistant of Walnut Street Securities, Inc.  Whitney & Gore Financial Services, Inc. and Walnut Street Securities, Inc. are unaffiliated entities. amacisaac@whitneygore.com