Meet Our Expert Team

Meet the dedicated and experienced team at Private Client Services, fully committed to delivering exceptional tax planning and comprehensive wealth management solutions tailored specifically for ultra-high-net-worth individuals and their families.

Our Leadership

  • Mike DiBernardo

    Mike DiBernardo, CPA MST

  • A woman with long brown hair smiling at the camera, wearing a white blouse with a large bow at the neck, standing indoors against a marble wall background.

    Victoria Wells