Together, Vento Tax & Wealth Management Group and John J. Vento, CPA, PC is comprised of more than a dozen financial professionals who work together for clients’ best outcomes. Our team includes certified public accountants, enrolled agents, and CERTIFIED FINANCIAL PLANNERTM professionals, and we’re deeply committed to continuing education so we can provide best-in-class solutions to the families and individuals we serve.
The teams are driven, hard-working, and responsive. These qualities have contributed to our reputation as a trusted partner and respected leader in tax-smart wealth management. The firm’s deep bench of talented professionals is led by President John J. Vento, CPA, MBA, CFP® and Vice President John J. Vento, Jr., CPA.
Daniel Sharp, CPA
Senior Accountant
John J. Vento, Sr., CPA, MBA, CFP®
Founder and Chairman of the Board | Senior Financial Advisor
John J. Vento, Jr., CPA, CFP®
President and Managing Partner
Katelyn Custer
Executive/Personal Assistant
