The ARU Team
Our Family-Oriented Team
Trusting someone with your financial details shouldn’t be taken lightly. That’s why the team at ARU treats you like family, paying special attention to your financial needs and circumstances to help ensure we match you with services to meet your goals. We always strive to educate you so you have full comprehension of the financial plan we create to help you pursue your ideal financial future.
Find A Team Member
- Colleen Fenty
- Deborah Martinez-Morales
- Heather Wetsell
- Heather Matthews
- Ingrid Contes
- Kate Lamb
- Kathleen Martin
- Marcy Kubel, CPA
- Marsha Ambrioso
- Michael Porat, CPA
- Ron Porat, CPA
- Sergio Perez
- Susan Davidson, EA
About ARU
ARU offers a tax-focused and education-based approach to help you with tax, accounting, and investment services. We create a long-term financial plan so you can live the lifestyle you desire in retirement.
The ARU Process
ARU uses a strategic process that encompasses tax and financial planning needs. From our first meeting to ongoing implementation, we help set you up to live the lifestyle you desire in retirement.
Contact Us
Start learning how to pursue your greatest potential with tax, retirement, and investment strategies designed to help you keep more money and plan for the future.