Our Team

Gerald W. Howell, CPA, CFP

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Gerry is the senior partner of the firm and has over 40 years of experience in public accounting.  Gerry grew up in Belmont, MA and became a resident of Lexington in 1965 where he currently resides with his wife Jan.

Gerry received a Bachelor of Business Administration degree from Clarkson University and attended graduate school at Bentley College. Gerry is a Certified Public Accountant and Certified Financial Planner. He is a member of the Massachusetts Society of Certified Public Accountants and the Massachusetts Association of Accountants.

Gerry is active in the Lexington community having served on the board of directors for Replace, Dana Home, Lexington Savings Bank, Brookhaven of Lexington - a continuing care retirement community, Lexington Council on Aging, and LexHAB - a committee organized to build, purchase, and rent low and moderate income housing.