Meet the Firm

Brian J. Stafford, CPA, MST, AEP®
PROFESSIONAL:   Public accounting since 1973
  CPA Licenses -- Commonwealth of Massachusetts, State of New Hampshire
  American Institute of Certified Public Accountants (AICPA),
      Tax Division
  Massachusetts Society of Certified Public Accountants (MSCPA)
  New Hampshire Society of Certified Public Accountants (NHSCPA)
  National Association of Estate Planners & Councils
  Notary Public - Commonwealth of Massachusetts
  Boston Magazine "Five Star Wealth Manager" Award
EDUCATION:   Bentley College, Master of Science in Taxation (MST) - MAPA Scholarship
  Accredited Estate Planner (AEP®)
  Boston College, BS Degree in Accounting
  Keith Academy
  The Battles Home, Board of Directors
  Bentley College, Graduate Student Association Representative
  Butler Bank, Board
  Chelmsford Rotary Club Inc., Board
  Cub Scouts, Treasurer / Girl Scouts, Leader
  Dare Inc., Board
  Girls Incorporated, Board, Treasurer, Chair of Finance
  Greater Lowell Community Foundation, Inc., Board, Officer
  House of Hope, Board, Treasurer
  House of Hope Housing Inc., Board, Treasurer
  Lowell Association for the Blind, Inc., Board, President
  Lowell Boys and Girls Club, Incorporator
  Lowell Five Cent Savings Bank, Incorporator
  Lowell General Hospital, Board,
     Chair of Finance Committee & of Planned Giving
  Lowell Plan
  Mass. Society of CPA, North Shore Round Table
  Merrimack Repertory Theatre, Inc., Board of Trustees, Treasurer
  Merrimack Valley Catholic Charities, Board
  Merrimack Valley Estate Planning Council, Inc., Board, President
  Middlesex Community College, Advisory Board
  Northern Middlesex Chamber of Commerce, Board
  Saints Memorial Medical Center, Board of Governors
  Shirley Co-operative Bank, Advisory Board
  St. John's Hospital Mens Guild
  St. Margaret's Holy Name League, President
  United Way of Merrimack Valley, Inc. - Board
  Visiting Nurse Association (VNA) of Greater Lowell, Board, President
  VNA Foundation Board, President, Finance Committee
  Westford Teen Center, Board, Treasurer, Founder
  Westford Youth Sports - Coach - Various Sports
REFERENCES:   Professional and personal references are available upon request.
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