Kelly Moen, a highly respected professional with over 25 years of experience in the qualified retirement plans field, has joined Albany-based accounting and advisory firm Teal, Becker & Chiaramonte, CPAs, P.C. (TBC). The announcement was made by Managing Partner James W. Drislane.
“Bringing Kelly on at TBC is a reflection of our Firm’s growth and our ability to provide advisory services,” said Drislane. “From time to time, our clients are presented with challenges that require specialized assistance. By expanding the strengths and capabilities of our current pension division, TBC is now in an even stronger position to guide our clients to the retirement plan that meets their needs and to provide the consultation and compliance services to keep them current.”
Moen, an experienced retirement specialist, came on board as a senior pension consultant for the Pension Plan division. Moen will be a primary contact for the Firm’s pension plan clients and she will play an integral part in their plan design and provide consultation and ongoing compliance for them. She is a graduate of the State University of New York at Albany, where she earned her Bachelor of Science Degree in Mathematics.
TBC was founded in 1971 and serves thousands of clients in the areas of accounting, auditing, tax and advisory services. The Firm offers specialty services such as trusts and estates, business advisory, valuation, litigation support services, fraud investigation, forensic accounting and pension services for a diversified clientele in five primary markets: commercial businesses, governmental, employee benefit plans, not-for-profit organizations, and individuals. Commercial clientele includes construction contractors, distributors, manufacturers, professional service firms, automotive dealers, real estate developers, retailers, technology companies and wholesalers among other businesses.
For additional information please call Katherine Farrow at 518-456-6663.