About Our Firm
About Us
Forging a
Path Together
Lawrence Pappas has been a steadfast presence in the accounting world for over 25 years, building a reputation for reliability and professionalism. Recognizing a need for a comprehensive approach to financial well-being, he extended his services to include wealth management, linking it seamlessly with the experienced accounting firm clients have come to know.
In our practice, we prioritize real conversations. We strive to go beyond the buzzwords, focusing instead on understanding who you are and your financial objectives. Listening is key to our approach, allowing us to tailor our services to address your unique needs.
Our commitment is to provide a welcoming environment where clients feel respected and understood. Whether you're a business owner looking to preserve your family's future or an individual seeking financial planning and tax management strategies, we're here to offer guidance with professionalism and empathy. Join us in a partnership built on respect, understanding, and a shared focus on your financial goals.
Lawrence Pappas
Managing Member & Certified Financial Planner (CFP®), CPA
With over 30 years of experience, I've dedicated my career to working closely with people, understanding their unique financial challenges, and helping them feel more confident about their financial journey. My passion for finance began in high school, where I discovered that numbers tell a story—a story I enjoy translating for my clients. As a CPA, I already had a deep understanding of my clients' finances and tax situations. By adding financial advisory services to my expertise, I can assist clients in managing their financial futures, helping them potentially save, grow, and retain more of what they earn.
During tax season, as I prepared clients' tax returns, I often noticed opportunities where a more tax-aware advisor could have reduced their tax liabilities. This realization motivated me to become a financial advisor, leveraging my CPA knowledge to help clients aim to minimize taxes and better position their finances. My long-standing relationships with clients have equipped me with insights into their financial lives, enabling me to serve them effectively.
Financial planning, to me, is like solving a jigsaw puzzle. Client conversations provide the picture of their desired financial future, and it's my role to help them put the pieces together.
I was born in Queens, New York and moved to Long Island as a young boy, where I enjoyed the open spaces and community activities. My parents instilled in me the belief that I could achieve anything with determination—a lesson I carry with me daily. Now, I reside in New Jersey with my wife Lorraine, and our cat Caesar. I cherish family time, whether it's enjoying the peacefulness of our backyard or exploring the NJ Shore. Golf is a favorite pastime, and I'm also learning to play the ukulele. I'm member of the Knights of Columbus, NJ Society of CPA's, AICPA, and Business Network International (BNI).
Darrell Adan
Financial Planner
I have been helping clients work towards building their present wealth and plan their future since 2005 by providing investment advisory services and risk strategies, coupled with financial planning solutions. Every professional conversation I have centers on these two pillars—today's wealth and tomorrow's legacy.
Losing my mother at a young age had a profound impact on my career path. I am driven to equip individuals, families, and businesses with the knowledge and tools needed to make sound financial decisions for themselves and their loved ones. My parents' dedication to securing a future for my sister and me greatly influences my approach; I treat every client interaction with the same level of care and respect. I recognize that each client is unique, so I invest time in understanding their needs and concerns to deliver truly valuable service.
I was born and raised in New Jersey, starting life in Jersey City and spending my school years in Central NJ. My wife, Michelle, and I married in 2008 and are blessed with two children, Mikayla and Dylan, along with our loving pup, Brooklyn Callie.
Coaching has been a significant part of my life. I’ve coached girls’ and boys’ basketball for many years, even before having kids. I was actively involved when my daughter played in 3rd grade, and I’ve been coaching my son’s basketball team for the past three years. I’ve also had the pleasure of coaching football with the Verona Eagles, starting with two years of flag football when my son was in the 1st and 2nd grades. Additionally, I've embraced the role of Cheer Dad, supporting my daughter in competitive cheer for over four years and sideline football cheer for more than seven years.