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Advisory

Our practice philosophy embraces not only a comprehensive range of accounting and business advisory services, but also a commitment to providing our services in the most professional manner possible. At every stage of client service, Lumsden McCormick and wholly owned subsidiaries Brisbane Consulting Group and Lumsden McCormick Financial Services are committed to personal service. Close personal contact with those we serve is the best way to add value to our services, and the only way to ensure that a service is matched with your unique needs and delivered in a way that meets those needs. 

Our practice is made up of highly skilled professionals who have multidisciplinary industry and accounting knowledge necessary to provide critical strategic advice. Leveraging global resources through our membership in the BDO Alliance USA uniquely qualifies us to deliver a variety of advisory services including:

For more information on our advisory services offerings, please contact a service leader or complete the form below.

Services Leaders

William Allen

William P. Allen, CPA/ABV, CFE

Principal
Timothy Bubar

Timothy J. Bubar, CPA

Principal
Jeffrey Budzinski

Jeffrey M. Budzinski, CFS®

Financial Advisor
Louis Cercone Jr.

Louis J. Cercone, Jr., CPA, CFE, CFF, ABV, ASA, CVA

Partner
Sherry DelleBovi

Sherry L. DelleBovi, CPA

Partner
David Schlein

David A. Schlein, CPA

Partner
Douglas Sosnowski

Douglas P. Sosnowski, CPA/ABV, ASA, CFF

Partner
Bryan Staniszewski

Bryan J. Staniszewski, CPA/PFS, CFP®, AIF®, MBA

Director of Wealth Management and Planning

Upcoming Events

2019 Lumsden McCormick Recruitment Open House

2019 Lumsden McCormick Recruitment Open House

September 19, 2019

Register today to attend our 2019 Recruitment Open House!

Learn More
Business Development Incentives for Manufacturers Webinar with Invest Buffalo Niagara

Business Development Incentives for Manufacturers Webinar with Invest Buffalo Niagara

September 25, 2019

Understand what opportunities are available to help your business grow such as 0% state corporate income tax. Ask Cory and Alan questions at the end of this informational webinar.

Learn More
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