Meet the Team
Janene Tompkins
Tax Professional and CERTIFIED FINANCIAL PLANNERTM Janene has over twenty years of experience in the financial industry as a financial planner. Her credentials also include a Masters Degree in Taxation from Villanova University. Janene is a unicorn in the industry; a financial planner who does not refer you back to your tax professional, and a tax professional who does not tell you to ask your financial planner.
Peter Tompkins
Peter has spent his career working with small businesses in The Triangle and beyond primarily in a marketing role. First he spent over 25 years at The News & Observer as a leader in the advertising division, leading teams there and befriending scores of local business owners. Most recently he led a team of Account Managers for a large software platform made for small and medium retailers. Peter has an intense desire to help local businesses thrive.
Sunita Dave
STAFF ACCOUNTANT | A native of Mumbai, Sunita moved to New Jersey for her high school years. She got her accounting degree from Montclair St. in New Jersey and has quite a bit of accounting experience working with small and medium businesses including owning and managing hotels. She is also an expert dancer and dance instructor, and loves to choreograph Bollywood dances!
Mandy Geeting
STAFF ACCOUNTANT and TAX PREPARER | Hailing from Michigan, Mandy holds a BA in Business from Davenport University in Grand Rapids. She has worked as an accountant and tax preparer since 2007. When she isn’t working on books or preparing tax returns she spends time in the Michigan wilderness camping with her husband and two sons.