Team Category: Staff
Stefanie Amargo-Jones
As an Estate Planning Paralegal, Stefanie assists our Attorneys in preparing and creating customized Estate Planning documents for our clients. Prior to…
Lindsay Babineau
At Cody, Cody & McCarthy, LLC, Lindsay implements procedures and strategies to improve company culture as well as the client expereience. Lindsay…
Charlene Berman
Charlene has been with Cody, Cody and McCarthy, LLC since 2012. She specializes in private foundation, trust, estate, and small business accounting,…
Joseph Fonseca
Prior to joining Cody, Cody & McCarthy, LLC, Joseph held various roles with a focus in Client Services and Administrative Support. As…
Myriam Lebrun
As Estate Administration Paralegal, Myriam provides support and assists our Attorneys in all phases of Estate and Trust Administration. Prior to joining…
Marilyn McCarthy
Marilyn manages the front desk and reception at Cody, Cody & McCarthy LLC.. Marilyn also assists our attorneys with scheduling client/attorney conferences…
Robert Mcdonald
Bob has been a practicing tax accountant for over 30 years. He is an enrolled agent licensed to represent taxpayers before the…
Sandra Smith
Sandra assists our attorneys in a variety of client matters including general and advanced estate planning, estate administration, and corporate and tax…
Casey Sullivan
Casey is an accountant and bookkeeper for Cody, Cody & McCarthy, LLC. Before joining Cody, Cody & McCarthy, Casey worked as an…