Meet the Money Doctors

We've assembled a volunteer panel of qualified CPAs that have attained the Personal Financial Specialists (PFS) credential for comprehensive financial planning to act as Money Doctors and answer questions from consumers regarding their financial planning issues. The program is offered as a public service and is designed to help and protect consumers by providing guidance on basic financial planning issues.

Jason Loiselle, CPA/PFS

With over 12 years of experience as CPA, Jason took over his father's accounting and financial planning practice in January 2008.  Jason’s practice focuses on personal financial planning, tax advisory services and accounting for small businesses and middle income individuals.  His practice concentrates mainly on clients in the medical, law and construction industries.

Jeremiah F. McCarthy, CPA/PFS

Jerry McCarthy is president and founder of McCarthy Wealth and Tax Advisors, a seven year old wealth management firm offering both tax and investment management services. Jerry and his firm specialize in personal financial planning, wealth management (asset allocation and portfolio management, retirement and estate Planning; and Tax Preparation & Planning.) McCarthy Wealth and Tax Advisors is a fee-only, registered investment advisory (RIA) firm.

Sue T. Meehan, CPA/PFS

Sue is a trusted financial advisor and client advocate at Meehan & Associates, where client needs are met through an integrated, practical, holistic approach. With over 25 years of tax planning experience,  including serving on National and local tax planning teams as a Senior Tax Manager at Arthur Andersen & Co., Sue has a successful track record of identifying creative solutions and value-added opportunities for the most tax effective accumulation of family wealth.

Jim Minor, CPA/PFS

Eleven years experience as a CPA helping our clients see the financial picture from cash flow, budgeting and debt reduction to retirement and estate planning.

Lawrence Pon, CPA/PFS

I enjoy helping clients reach their financial goals through comprehensive tax and financial planning.   My main specialty is taxes and I help clients with their tax planning to make sure they are paying the minimal amount of taxes.    I prefer to look at the big picture to see what makes sense for the client.   I’ve been giving tax and financial planning advice to clients for the past 25 years.   I speak to fellow tax professionals and financial advisors on a regular basis on various tax and financial planning topics.    

David A. Scott, CPA/PFS

David A. Scott is an Associate Vice President with Duncan-Williams, Inc. in their Private Client Group. Prior to joining Duncan-Williams, Inc., Mr. Scott spent 17 years as the Managing Partner at Scott & Pohlman, P.C., the firm that he founded in 1988. Mr. Scott became a Certified Public Accountant in Tennessee in March of 1980. He received a Bachelors of Business Administration from Memphis State University, where he graduated Cum Laude.

Chad P. Tramp, CPA/PFS

Chad has 20 years of experience serving individuals and closely held businesses in the tax, assurance, accounting, finance and investment areas.  He leads the wealth management practice in McGladrey’s Iowa office. As the lead advisor of the Wealth Management Group, he helps clients develop plans for cash flow, income tax, estate and gift, investment and retirement. 

Eugene Welsh, CPA/PFS

Gene has over 25 years experience providing financial and tax advice to individuals and small businesses.  Gene is president of Professional Management, Inc. and specializes in physician and dentist wealth management.  Gene is a member of the AICPA, OSCPA, PFS, and presently sits on the PFS exam review task force.

Leonard C. Wright, CPA/PFS

Leonard has appeared on Channels 8 in Las Vegas, Nevada and Channel 7’s annual tax tip line in Los Angeles, California, has numerous radio interviews across the United States, appeared in USAToday.com, quoted in MSNBC.com and MarketWatch.com, and has been a resource to The Orange County Register business department. He is currently a grass roots National Spokesperson for the American Institute of Certified Public Accountants.