Family Wealth Management, Inc.
Family Wealth Management, Inc.

Trusted Financial Advice
Home | Site Map | Contact
Our Services
About Us
Meet the Team
Client Resources
Contact Us
Richard Chase, CPA/PFS
James Barrett, CPA/PFS, MST
Doug Wheat, CFP®
Teresa Judycki, CPA, MST
Dawn Badorini, MST
Carol Flouton
Meet the Team
Teresa A. Judycki

Teresa Judycki, CPA, MST
Tax and Estate Specialist

Terri is a Certified Public Accountant with Meyers Brothers Kalicka, P.C., our affiliated accounting firm, and has more than 20 years of professional experience. Prior to joining Meyers Brothers Kalicka, Terri held a senior tax management position with PricewaterhouseCoopers. Terri has extensive experience in estate and gift planning and fiduciary income taxation, as well as income tax planning for individuals and closely held businesses. Through our affiliation with Meyers Brothers Kalicka, Terri assists clients in evaluating, coordinating and implementing sophisticated estate, income tax and charitable giving strategies.

Terri received her BSBA in Accounting (magna cum laude) from Westfield State College and her Master of Science in Taxation from the University of Hartford. She is a member of the American Institute of Certified Public Accountants and the Massachusetts Society of Certified Public Accountants.

Terri’s personal interests include reading, following the Red Sox, and spending time with her husband and two children. Terri also volunteers her time as Treasurer of the Wilbraham Hampden Academic Trust.

 
Family Wealth Management, Inc. Family Wealth Management, Inc.

Family Wealth Management, Inc.
330 Whitney Avenue, Suite 750 Holyoke, MA 01040
Phone 413 313-0030 - Fax 413 313-0614 - info @ fwmgt.com

Content © 2010. All Rights Reserved | Terms of Use
Disclosure