Sonny is both an enrolled agent and a financial advisor, which means he is both a tax preparer and a financial planner. When working with clients he is able to bring both skill-sets to the table and take a comprehensive and customized approach for each client’s unique circumstances to reduce their taxes and grow their money.
Sonny enjoys meeting with clients and developing long-term relationships with them, and some clients have been with the company for more than 35 years. Sonny’s motto is “When our clients are successful, then we are successful.”
He is on the Board of Directors for the Southwick Business Education Alliance and the Massachusetts National Association of Tax Professionals. Over the years, Sonny has held other positions such as treasurer of the Southwick Association of Merchants, financial secretary of the Knights of Columbus, and treasurer of the Boy Scouts of America Troop 114. He’s also been a coach at the Southwick Recreation Center.
Sonny and his wife, Sharyn, have lived in Southwick since 1973, where they raised their five kids: Brian, Shannon, Laura, Matthew, and Stephen. Sonny and Sharyn are also blessed with 9 beautiful grandchildren. When not in the office, Sonny enjoys a game of golf, reading, and keeping up with political news.
A fun fact about Sonny… He met Sharyn on a blind date at Checci Farms in Agawam, where they went on a hayride. And as they say, the rest is history!
Favorite quote: “Don’t judge each day by the harvest you reap, but by the seeds you plant.” Robert Louis Stevenson