ESTABROOK - Key Persons
Job Titles:
- Tax Accountant
- Tax Advisor & Financial Advisor
Allan joined Estabrook & Company in the beginning of 2015. Allan is a tax accountant and a financial advisor. He holds a Series 7 license and specializes in tax and retirement planning. Allan graduated from Towson University in 2011 with a degree in Business Administration with a focus in Management. Allan has a diverse sales/management background having worked as an Account Representative at Ripken Baseball and Randstad Technologies where he worked in sales and recruiting. When he isn't in the office, Allan loves spending time with his wife, Emily and their four children, Paisley, Isabella, Savannah, and Charlie. Check the background of this investment professional on FINRA's BrokerCheck.
Ann-Marie is our office manager who has been working for Estabrook and Co. for over 20 years. She has a bachelor's degree from MBC&S and an associate degree from Manhattan Area Technical College.
Arden is our full-time receptionist who has been working with us since 2014. She is an avid reader and enjoys photography and traveling to the countries she reads about.
Beth has been serving in the Financial Services Department at Estabrook & Company since 2008 as a licensed Series 7 and Series 66 Investment Advisor, as well as a licensed Life, Health, Accident, Property & Casualty Insurance Agent. She graduated from Towson University with a bachelor's degree in Finance and an associate degree in Accounting. Beth supports families and business owners with financial, retirement, and college planning, as well as debt management, investment portfolio construction, research and ongoing wealth management. She also assists Jay Estabrook, Nathan Estabrook, Allan Randall and BillieJo Monk in serving Financial Services clients. Beth upholds investment disciplines in the department such as active management, modern diversification, risk mitigation and holistic financial planning. She lives in Pennsylvania with Nathan and their two sons, Caleb and Connor. She loves traveling to Florida to see her parents and spending time on the beach! Check the background of this investment professional on FINRA's BrokerCheck.
Betsy has been a bookkeeper for Estabrook and Company for almost 3 years. She has 8 years total of bookkeeping experience. She has 3 children, 2 boys and 1 girl, and she enjoys raising her newest child, a puppy.
David has been working at Estabrook & Company for the past 15 years. He has knowledge in the preparation and filing of incorporations, entity changes and dissolutions as well as wills and bankruptcies. He also prepares personal and corporate tax returns. David and his wife, Amanda, enjoy traveling and camping with their four children and two dogs.
Job Titles:
- Assistant Manager
- Assistant Manager, Bookkeeping
Dawn is the Assistant Manager of the bookkeeping department. She has over 27 years of business experience, 12 of which are in the public accounting field. She has worked for Estabrook and Company for 4 years. In her spare time, she loves to paint and spend time with her daughter.
Jay Estabrook Incorporating retirement planning and investment management into his tax business has proven to be a valuable resource to our clients. This holistic approach provides the critical and timely information that families need most when making major financial decisions. Prior to founding Estabrook and Company in, Jay Estabrook served as the Chief Financial officer for a Regional Telecommunications company. He was responsible for developing and implementing their financial and customer service data systems, as well as overseeing all accounting and treasury functions. He was also involved in assisting them with going public. Mr. Estabrook is a Certified Public Accountant and holds a Bachelor's of Accounting and Finance degree from the University of Maine. He also holds a master's degree in accounting from Kansas State University and a Masters in Tax from Bentley College. He has a Theology degree from Maryland Bible Seminary in Baltimore Maryland and is an Investment Advisor Representative through Founders Financial Securities, LLC. Check the background of this investment professional on FINRA's BrokerCheck.
Molly, another full-time receptionist, has worked for Estabrook and Company since 2010. Molly and her husband are seasoned missionaries and have traveled the world, living in exotic locations such as the Philippines and South Africa.
Job Titles:
- Tax Advisor & Financial Advisor
- Vice President and Registered Representative
Nathan is our Vice President and Registered Representative. He holds a Series 7 license and an Insurance license. He graduated with a bachelor's degree from Villa Julie College and has over 20 years of experience in Accounting, Tax preparation and Financial Planning. Nathan specializes in tax preparation both personal and business. He works as part of the financial services team creating and presenting financial plans. In his spare time, he enjoys spending time with his family. Check the background of this investment professional on FINRA's BrokerCheck.
Job Titles:
- Bookkeeping Manager & Tax Advisor
Steven has been with Estabrook & Company since 2014. He holds a bachelor's degree in accounting from Towson University. Steven is the manager of the Estabrook & Company bookkeeping department. He also prepares personal & corporate tax returns, quarterly estimates and settles small tax compliance issues for the tax department. Steven, his wife Amanda and their two kids Ella & Wyatt live in Seven Valleys Pennsylvania. They love camping, hiking and exploring state and national parks.
Job Titles:
- Wealth Management Professional Administrator
Sue May is new at Estabrook & Company. A graduate of Anna Maria College, she spent 40-plus years in the Graphic Arts industry. In addition to her work in graphic design, Sue also functioned as a copywriter and an editor, and helped to establish and run a print shop for a non-profit organization. ASL (American Sign Language) is one of Sue's passions, and she serves as a volunteer interpreter on a weekly basis. When vacationing with her husband Bruce, Sue loves hiking the many trails of Acadia National Park, exploring Bar Harbor, catching the sunsets on Cadillac Mountain, and returning to the cabin with a good book.
Tina Galloway joined our company in January of 2019. She holds a Bachelor's Degree from California University of Pennsylvania. Tina knew from an early age that she had a love of numbers and helping others succeed. She is a certified QuickBooks ProAdvisor and has earned the Enrolled Agent designation from the Department of the Treasury. Tina has worked with many small and large companies helping owners succeed in starting and growing their businesses. Tina enjoys spending quality time with her husband and children.