Meet the Team
Larry B. Parness
CPA | CGMA | MST | MBA | PFS
Larry's areas of expertise include:
- General Accounting
- Financial Planning
- Corporate Management
- Retirement Planning
- Estate Administration
- Controller Budgeting
- Financial Software & Computer Systems
- Tax Planning and Preparation
For over 40 years Larry has been thinking creatively inside and outside the box -- providing creative solutions to individuals and businesses alike. His client portfolio encompasses everything from all realms of taxation and financial services for individual tax payers, to consultation services for medical, manufacturing, and service industry businesses. Larry takes pride in building a unique rapport with his clients, taking a hands on personal approach where his goal is making sure each client fully understands all aspects of the financial and taxation issues before them, so that they can make well-informed decisions that are right for their business goals or personal needs.
Credentials & Professional Development
Larry holds a Masters of Business Administration and a Masters of Tax Science (Bryant University). In addition to being a CPA, Larry also has the distinction of being a certified Personal Financial Specialist (PFS), a credential that is exclusively awarded by the American Institute of Certified Public Accountants (AICPA) to CPAs who are members in good standing, and, who have met stringent professional requirements and undertaken requisite training (including a rigorous examination designed to test financial planning expertise). Larry is also a Charter Global Management Accountant (CGMA), a specialized accountant with a focus on, and promotion of the science of global management accounting. This deep background in taxation policy, wealth management, financial planning, and business administration allow Larry to take a more holistic approach with his clients. Always one to continue learning, Larry still pursues professional development course work and workshops to stay current on all trends, topical issues, and compliance related to accounting, taxation, and financial planning.
Devoted husband to Shelley for over 44 years, she considers him a Renaissance man with many interests or talents, who can solve any problem in any realm. In addition, he is the proud father of two accomplished adult children. His son is in the field of Theatre and a Professor at a local university. His daughter works side by side with him in the office. And as a special bonus, he is an elated grandfather of three with family being his top priority and motivation. In addition, he has participated in a variety of community projects, involving youth athletics, educational development, with his latest focus promoting the creation of a museum in RI. He makes sure he is up to date on all current newsworthy issues as well as supporting philanthropically local and national community organizations. Before, during, and after the busy tax season, he has been known to play a friendly set of tennis, a leisurely round of golf, a strategic match of chess, an intense foursome in bridge, and a friendly game of pinochle.
Nikki M. Parness (Snyder)
CFP® | CPA | MBA
Like her father Larry, Nikki knows a thing or two about thinking creatively inside and outside the box. It is a wise approach when the goal is helping clients meet (and exceed) their financial goals. Like her father, Nikki takes a holistic approach with her clients, working with them to devise individualized solutions that take each one's unique financial situation into consideration; then making recommendations that are appropriate for their specific financial needs and goals. Nikki views accounting, financial planning, tax and wealth management as individual parts of a single integrated solution. This is different from a more traditional approach that treats them each as separate disciplines and needs.
Prior to joining the firm, Nikki worked for five years at Fidelity Investments, where she was a Senior Analyst specializing in working with private clients. Before joining Fidelity, Nikki spent three years in the public sector working with the City of Eugene in Oregon to develop a balanced budget. Nikki also spent a year volunteering with AmeriCorps VISTA, where she trained low income individuals to develop skills in finance and micro-enterprise development to help them move out of poverty and into self-sufficiency.
Credentials & Professional Development
NIkki received her B.A. in Economics from Boston University, and her MBA from the Elkin B. McCallum Graduate School of Business at Bentley College. Nikki is a Certified Public Accountant (CPA) and a Certified Financial Planner ™ professional. This certification is granted to financial planning professionals by the Certified Financial Planner Board of Standards, Inc. Recipients must hold an MBA and be may be a Certified Public Account candidate. CFP® recipients are recognized for their high level of excellence, competence, and ethical standards in the practice of personal financial planning.
Actively involved in the small business community in Rhode Island, Nikki has been a guest lecturer at the Center for Women & Enterprise in Providence, RI, where she's helped hundreds of entrepreneurs get their businesses off the ground, providing them with sound advice and information on tax planning and bookkeeping systems for small businesses. Nikki has been married to her husband Michael Snyder since 2009, and they are the proud parents of two beautiful daughters, Abigail and Grace. When not in the office, Nikki's days are filled with family time at the beach, on the tee-ball field, or at the gymnastics gym. She is known to have something of a sweet tooth, and cannot pass a lemonade or a Girl Scout Cookie stand without buying a treat. And when she's not talking about local politics or teaching financial planning and business development classes for local entrepreneurs and small businesses, you can probably find her chatting with her girls about their favorite Paw Patrol puppies.