Education and Experience
- B.S. in Accounting, Bentley College
- M.S. in Taxation, Northeastern University
- Passed Series 6, 7, & 63 exams, FInancial Industry Regulatory Authority (FINRA)
- Licensed for life insurance in multiple states
- Certified Public Accountant, Massachusetts
- Certified Valuation Analyst (CVA), NACVA
- Personal Financial Specialist (PFS), AICPA
Personal
Les lives his life with a sense of purpose and pride. He enjoys helping people. In his spare time he likes sailing and riding his bike.
Expertise
Les was a founding partner of GBJ. Les is a managing member of Mainsail Advisor Group, LLC, a wealth and retirement advisory firm working with individuals and small businesses. Les also consults on accounting and auditing, business valuations and litigation support, retirement plans, and income tax planning.
Industries
-Real Estate
-Non-profit organization
-Restaurant service
-Professional Services
-Family Business
-Start-up Entities
-Private Foundations
-Fiduciary Support
-High Net Worth Individuals
-Homeowner Associations
Service Areas
-Audits, Reviews and Compilations
-Financial Statements
-Accounting Services
-Financial Forecasts and Projections
-Cash Flow and Budgeting Analysis
-Consulting Services
-Business Succession Planning
-Buying and Selling a Business
-Business Entity Selection
-Business Valuations
-Tax Services
-IRS Representation
-Estate and Trust Tax Preparation
-Mergers and Acquisitions
-Litigation Support
-Expert Witness Services
-Non-Qualified Deferred Compensation
Professional Associations
-National Association of Certified Valuators and Analysts (NACVA)
-American Institute of Certified Public Accountants (AICPA)
-Massachusetts Society of Certified Public Accountants (MSCPA)
-Financial Industry Regulatory Authority (FINRA)
-Foundation for Art and Healing
-Garden of Peace, Treasurer
-The Melissa Gosule Foundation
-Massachusetts Criminal History Systems Board (CHSB)
Securities offered through 1st Global Capital Corp. member FINRA , SIPC; Investment advisory services offered through 1st Global Advisors, Inc. Insurance services offered through 1st Global Insurance Services, Inc. We currently have individuals licensed to offer securities in the states of Arizona, California, Colorado, Connecticut, Florida, Massachusetts, New Hampshire, New York, Pennsylvania, Rhode Island, South Carolina, Texas, Vermont, and District of Columbia. This is not an offer to sell securities in any other state or jurisdiction.
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