The key to successful planning for businesses and their owners is to plan early and plan often. Our firm partners with our clients to achieve their goals whether that is a well-executed M&A transaction or a successful transition of a family business to the next generation.

Anthony provides business valuation and advisory services to corporate and individual clients of DKB. He has expertise consulting clients through gift & estate tax planning and succession planning. Additionally, he has experience advising on corporate transactions, mergers & acquisitions, deal structuring, and financial due diligence.

Before joining DKB, Anthony had 5+ years consulting high net worth individuals and small to mid-sized companies on business valuation and tax planning. Additionally, Anthony led financial planning and analysis for a large multinational company.

He is a member of the American Institute of Certified Public Accountants’ Forensic and Valuation Services Section.

Anthony earned his MBA and BS in Accounting from St. John Fisher College. He is Accredited in Business Valuation by the AICPA and has a Six Sigma Yellow Belt. Anthony grew up in the Rochester area where he attended McQuaid Jesuit and now resides in Victor, NY.

Services

Pam offers comprehensive tax compliance, fiduciary and trust services to the personal and corporate executive clients of DKB. She has diverse experience in financial services and public accounting, with particular expertise in tax planning and compliance, and trust administration.

Before joining DKB, Pam served as vice president in both trust administration and tax accounting for a global financial firm. Throughout her career of nearly 20 years, Pam has focused on the tax compliance and planning needs of her fiduciary, gift, trust and individual clients.

She is a member of the American Society of Certified Public Accountants.

Pam holds an MBA in finance, corporate accounting, and organizations and markets from the William E. Simon Graduate School of Business Administration at the University of Rochester. She earned a Bachelor of Arts degree from the University of Rochester, with a major in economics and business administration. Pam also has completed numerous trust and tax training programs.

Services