Staff

Eric Valliere, CPA
Owner and Founder

Ric started Alpha Financial Group, LLC in 1999 and has over 30 years of a diversified tax, accounting and financial analysis history.  As a practicing CPA, he received his Bachelor of Science Degree in Accounting for Central Connecticut State University in 1985.  His goal has always been to provide small to medium sized businesses and individuals with the best possible tax, accounting and consulting services.

With his background and experience in both the private, corporate world and in public accounting, his expertise is in all facets of business, namely tax preparation and tax planning (both individual and corporate), financial accounting and auditing, business consulting and advisory services for all industries.

Ann Gillespie-White
Staff Accountant

Ann has a Bachelor of Science in Education from the University of Connecticut, a Master of Science in Educational Technology from Central CT State University, and a Master of Science in Accounting from Southern New Hampshire University.  She has a wide range of experience including tax preparation and bookkeeping services.  Her accounting focus has been helping small businesses with their financial processes.  While not working, she enjoys traveling and spending time with her family.

 

 

Rushit Shah
Staff Accountant

Rush finished his Bachelor of Science in Commerce from Maharaja Sayajirao University of Baroda, India in 2012 & Master of Finance Accounting from Lovely Professional University of Jalandhar, India in 2015. He has worked as an Account Manager for three and a half years in India for a nationalized bank. He worked as a tax accountant for two and a half years in New York City before joining Alpha Financial Group, LLC in January 2019. His focus is on preparing business and personal tax returns, helping clients understand their tax situations and looking for ways to reduce their taxes. When not working, Rush likes to play sports, travel and spend time with family.

Kim Stutmann
Office Manager

Kim has her Associates degree in Business management with an Accounting specialization from Berkeley College of Business.  She has handled all aspects of office responsibilities from working directly with clients, maintaining essential office functions and whatever else is thrown her way.  With a combined 7 years in Office Management, she strives to make each client feel important and will assist to make sure their personal situations are handled efficiently as possible.

Remy
Vice President of Client Relations

Remy has been with Alpha Financial Group since his birth in 2008.  He brings that special  extra intangible to the company that makes our clients feel welcomed, important, and loved.