David Rivlin is a CPA with over 40 years of service to the public. He has helped countless individuals and businesses navigate the tax and financial environments we live with and provided guidance for dealing with complex and dynamic situations.
Read MoreJosh Rivlin, Wealth Manager and Partner with The Rivlin Group, believes in exploring financial technology to find new ways to increase efficiency and provide more meaningful, real-time advice and customized solutions for his clients. He combines this with a passion for innovation and ethical service that has developed since he first started working at his father’s CPA office when he was 15 years old.
Read MoreJonathan Rivlin, CPA is on the cusp of his third decade in this profession. He has gone from being taught the business as a kid with 13-column paper and a mechanical pencil to building seamless cloud-based integrations for his clients. With a can-do mindset, Jonathan works to set his clients at ease, even when dealing with complicated matters.
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