Our Team

We are not salespeople. We are a group of like-minded individuals who are former public accountants, wealth managers, investor relations professionals, investment bankers and business brokers.  

Kevin Dolph, CPA

Partner / Co-Founder

 

Kevin Dolph is a Certified Public Accountant, who also holds a Series 7 and 63, as well as Life, Health, and Variable licenses. Kevin serves as a Partner at Sterling Wealth Management Group, where he specialized in tax, estate and business planning.  Kevin gained this knowledge and expertise while he was a Senior Associate in the Financial Services Assurance practice of Grant Thornton. While at Grant Thornton, Kevin was responsible for the coordination and management of audits and other business advisory engagement services for the financial services industry, including hedge fund, private equity, and the fund of fund clients. He also worked as a Tax Associate in the Private Wealth Services Group at Grant Thornton, where he was responsible for preparing and reviewing tax returns for high net worth individuals.

 

Kevin received his Bachelor of Science Degree in Accounting from Lehigh University. He resides in Port Washington and in his spare time, is an avid golfer.

Michael C Muzzy

Partner / Co-Founder

 

Mike is a businessman with over 35 years of diverse experience in strategic business planning and investment banking.

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