Joseph J. Cahill | President, CLU, ChFC

Joseph J. Cahill is a Founder and President of Joseph Cahill / WorthTax. He has over 16 years experience in Public Accounting, Financial Management and Insurance. He is a member of the National Society of Tax Professionals and the National Society of Accountants. Mr. Cahill is a Notary Public for the Commonwealth of Massachusetts, a Chartered Financial Consultant (ChFC, 1998) and a Chartered Life Underwriter (CLU, 1997). He holds a Bachelor's Degree from Suffolk University (1986) and has his FINRA Series 7 (General Securities Representative) and FINRA Series 24 (General Securities Principal) registrations.

Mr. Cahill is also a Partner of Harbour Planning Group, LLC, and WorthPartners, FAS, two of the leading Financial Planning firms on the South Shore, both based out of the same office as Joseph Cahill / WorthTax. Joe has been serving individuals and families with their financial planning needs since 1991.

Joseph Cahill is a registered representative of and offers securities and investment advisory services through First Allied Securities, Inc., A registered broker-dealer, Member FINRA/SIPC.

Thomas J. Holmes | JD

Thomas Holmes is the Chief Tax Specialist, Co-Founder, and Partner at Joseph Cahill / WorthTax. He earned his Bachelor of Arts Degree at Boston College and his Juris Doctor at Suffolk University Law School. Tom has been involved in tax preparation for over 30 years. He is the primary instructor for our annual tax school through which we train our new tax preparers each year. Tom also conducts the annual tax update seminar as well as other advanced seminars for our more experienced preparers.

In addition to his involvement with Joseph Cahill / WorthTax, Tom is a practicing attorney and owner of the Law Offices of Thomas J. Holmes. Tom concentrates in the areas of estate planning, probate and elder law and has over 30 years experience.

Due to the fact that lawyers are not permitted to partner with non-lawyers, Tom does not perform his duties with Joseph Cahill & Associates in his capacity as an attorney. The Law Offices of Thomas J. Holmes may be hired separately for matters that require legal representation.

Tom is married with four children and three grandchildren.

Christopher J. Flynn | CFP^®, MBA, CLU, ChFC, CLTC

Christopher J. Flynn is a Partner at Joseph Cahill / WorthTax. He has over 30 years of experience in Insurance and Financial Management. He is a Chartered Life Underwriter (CLU, 1982), Chartered Financial Consultant (ChFC, 1984), Certified Financial Planner™ (CFP®, 1991), Certified Family Business Specialist (1998), and is Certified in Long-Term Care (CLTC, 2002). He is a Licensed Insurance Advisor in the Commonwealth of Massachusetts, and is a member of the Boston and National Associations of Insurance and Financial Advisors. He holds a Bachelor's Degree from Boston College (1972) and a Master's of Business Administration in Finance from Southern Methodist University (1973). He holds a FINRA Series 7 (General Securities Representative) registration.

Mr. Flynn is also a Partner of Harbour Planning Group, LLC, one of the leading Financial Planning firms on the South Shore, based out of the same office as Joseph Cahill / WorthTax. Chris has been serving individuals and families with their insurance needs since 1978.

Christopher Flynn is a registered representative of and offers securities and investment advisory services through MML Investors Services, Inc., A registered broker-dealer, Member FINRA/SIPC.

Alex Franch | BS

Mr. Franch has a diverse background including a Bachelor of Science from Boston College in Mathematics, six years experience in tax preparation, and extensive military service. He has been serving individuals, families, and businesses for several years with tax and financial planning strategies.

Mr. Franch is licensed by the Financial Industry Regulatory Authority (FINRA) with a Series 6, 63, 65, and 7, and by the Commonwealth of Massachusetts Division of Insurance.

Alex Franch is a registered representative of and offers securities and investment advisory services through First Allied Securities, Inc., A registered broker-dealer, Member FINRA/SIPC.

Ken Michaud | BS Candidate

Mr. Michaud has worked with Joseph Cahill / WorthTax for two years and has five years of experience in the IT industry. As the Director of Information Systems, he manages the company's information technology infrastructure and security, web presence, and client communication and marketing. Mr. Michaud currently attends Bentley University in Waltham, Massachusetts.

Ed Anton | BS

Mr. Anton has over 7 years experience in tax preparation. Ed graduated from Northeastern University with a Bachelor of Science and also holds an Associates in Engineering from Wentworth Institute of Technology. He is a veteran tax preparer at Joseph Cahill / WorthTax, and primarily serves our Dedham, MA area clients.

Winnie Lee | BS

Ms. Lee is a trained tax preparer with several years of experience in tax preparation. She graduated from the University of Massachusetts with a Bachelor of Science in Management Information Systems. Winnie is company's Business Manager and Controller.