Phoenix Tax Consultants

Derrick Arnold, CFP, Financial Advisor

Derrick has devoted himself to helping others achieve financial stability by providing clarity around complex planning strategies, including tax optimization, estate planning strategies, wealth accumulation, and risk protection. Derrick also works closely with our clients who are business owners, as he understands their unique needs, specializing in business succession planning and employer retirement plan administration. Outside the office, Derrick enjoys being outside golfing, playing hockey and cooking for his family and friends. He is an avid Eagles and Flyers fan as well as supporting all Philadelphia teams on their quest to win a championship.

Marilyn Davolos, CPA, MBA

Marilyn has been with the firm for nine years. Marilyn earned her BS in Economics and Political Science at Denison University, worked as a Paralegal for six years and then earned an MBA with a concentration in Accounting at LaSalle University.  She worked with several small CPA firms, started acquiring her own clients and became a CPA in 1990. She has been doing taxes for 24 years. Marilyn’s hobbies include playing tennis, cooking and reading.

Anthony Nicolai, CFP, Investment Advisor

Anthony graduated from Towson University in Maryland, with a bachelor’s degree in finance and has been a Registered Representative since 1999. Originally from Baltimore, he moved to the Philadelphia area in 1999 where he now lives with his wife, Colleen and their two daughters.

John Stehman, CPA

John has been with the firm for seven years. He earned a BS in Accounting from Penn State University in 1978. He has been a Certified Financial Planner since 1989. In addition to John’s extensive expertise in tax preparation and personal finance, he has 10 years of experience as a CPA and has been doing taxes for eight years.

Ashley Brannen

Ashley joined us several years ago and is a graduate of West Chester University with 17 years experience in tax, accounting, and business consulting. She has over a decade of diverse bookkeeping experience, using Sage and Quickbooks. Busy mom of two girls, she loves spending time outside the office at the beach and on the water.

Sean Osborn, CFP, Enrolled Agent, Medicare Specialist

After moving to the opposite side of the state and earning his Bachelor of Business Administration in finance from Temple University, Sean has spent the last several years working with hundreds of different clients, guiding them today to help them reach where they want to be tomorrow. Sean is a huge Pittsburgh Steelers fan and loves to play flag/competitive kickball.

Debra Starinshak

Debra has a BS in Accounting from the University of New York. She is a CPA and has been doing tax returns for 16 years.

Jamie Harrington

Jamie has been preparing tax returns for clients since 2011. She has a degree in Mass Communications from Elizabethtown College with a Business Administration minor. Jamie has learned all aspects of tax preparation from beginning to end in her 12+ years of experience in the field. She has extensive knowledge of Quickbooks and ProSeries Tax Software. Jamie’s hobbies include volunteering for Home At Last Dog Rescue, spending time with family and friends, and enjoying the outdoors with her two fur babies as much as she can.

Rosie Cossentino, Director of Operations

Rosie brings many years of experience in the financial industry and a passion for creating smooth, efficient operations that support both clients and advisors. Her background includes working with respected organizations like Vanguard as well as boutique advisory firms, giving her a thoughtful, well-rounded approach to client service. Rosie is known for building genuine, trusted relationships and making sure every detail behind the scenes is handled with care. Outside of work, she enjoys spending time with her husband, son, and dog, and loves traveling and making new memories with her family.

Eileen “Sissy” Morelock, MBA

Sissy has been preparing taxes with Phoenix Tax since 2011 and doing taxes for 13 years. She earned a BS from Franklin & Marshall College and a Masters in Taxation and an MBA in Investment Finance from Drexel University. Sissy resides in Montgomery County with her husband Kevin and two children.

Andrew Goodman, CPA

Andrew is a tax and financial professional with diverse experience, including roles at Vanguard and KPMG. Penn State graduate, fluent in Spanish. Andrew enjoys traveling the world when he is not spending time at home with friends and family in Hatboro, PA.

Julie Sechrist

Parag Joshi, CPA

Parag is a University of Alabama at Birmingham alum and has been a CPA since 2010. Parag enjoys working with small businesses and individuals on tax planning and advisory projects. Outside of his work, Parag enjoys traveling and spending time with his family.

Scott Michaud

Temple University Fox School of Business graduate (2005) with 20+ years serving bookkeeping clients using QuickBooks and preparing individual, corporate, and nonprofit tax returns. Former Series 7/63 and Certified Equity Professional. Advanced Excel background. Former nonprofit bowling executive, avid competitive bowler, animal lover

Stephen Stempler

Stephen graduated from New York University with a Bachelor of Science in Accounting. In practice for over 35 years, he specialized in tax planning and preparation.

William “Billy Fitzpatrick

Liam DiFonzo, Junior Financial Advisor

Liam earned his bachelor’s degree in economics from Lafayette College and MBA from Stockton University, where he also competed as a collegiate lacrosse player at both levels. His background in athletics shaped his disciplined, team-first mindset and appreciation for long-term preparation. Outside of work, Liam enjoys staying active, spending time with friends and family, watching the eagles, and taking advantage of summer days at the beach.

Richard Blumberg, CPA