For over 35 years, Joe has worked in finance and accounting. He is a Certified Financial Planner, and a Certified Public Accountant. Joe’s passion lies with helping his clients strike a balance between living for today and saving for tomorrow.
After earning his CPA, Joe helped to establish the firm in 1984 and has been working to grow it ever since. Always an active professional in the accounting, tax, and financial planning fields, Joe was an instructor for the Boston University Corporate Education Center for 17 years, and has served on the board of directors at the Everett (Cooperative) Bank since 1994, currently serving as Chairman of the Board.
Joe continues to give back to his community as a dedicated member of the Everett Rotary Club (since 1984), having served as a past president and treasurer. Joe grew up in Everett, raised his two sons (Eric & Brian) in Lynnfield, and now resides in Topsfield with his wife, Ann. The family now includes his daughter-in-law Meghan and an adorable grandson, Logan. Joe enjoys traveling with his family, including a prior ten-year journey of attending a ballgame at every major league baseball park. His newest adventure involves traveling around the country visiting the spectacular US national parks (America’s Best Idea). His wife has already informed him that they will NOT be visiting every single US national park.
He may be reached by calling our office at 781-233-4138, by fax at 978-367-8567, or by email at email@example.com.
Stephen is a Certified Public Accountant and holds a Master’s Degree in Taxation. He has a diverse background of experience in the public accounting field over the past 25 years, ranging from the former Big 8 to being one of the founding partners of our firm.
He specializes in the Restaurant and Food Service Industry and works with individuals and small businesses at developing them into flourishing companies while helping them to save tax dollars along the way.
Active in the community, he is a past President and Treasurer of the Everett Chamber of Commerce and is a Director of the North End Chamber of Commerce. He is a former Chairman of the Everett School Building Commission and a City Tax Assessor.
Stephen continues to live in Everett with his wife, Lisa, and 3 children. He claims York Beach, Maine as his summer vacation home and is a lover of sports memorabilia, wine and European travel. He may be reached by calling our office at 781-233-4138 or by email at firstname.lastname@example.org.
Michael is a Certified Financial Planner™ practitioner, Certified Public Accountant, and holds a Master’s Degree in Taxation from Bentley University. Michael has been involved in personal financial planning, as well as both business and individual taxation for more than 15 years.
In addition, he is the founder and Executive Director of the Kristin M. Callahan Foundation, a non-profit organization focused on raising awareness of Hypertrophic Cardiomyopathy (HCM), particularly in young people.
Michael was born and raised in North Reading, MA and now lives in North Andover with his wife, Danielle, and his two children, Emily and Jack. He may be reached by calling our office at 781-233-4138, or by email at email@example.com.
Claudia has worked in public accounting for since 1988. She became a partner in the CPA firm of Slater, Rocha & Worth, P.C. in North Andover in 1996, and subsequently took over the firm when her two partners retired, renaming it Claudia J. Worth, CPA, P.C. She merged her firm with Sachetta & Callahan, LLC in 2014. She holds a Master’s Degree in Business from Babson College. She particularly enjoys helping entrepreneurs start up and grow their businesses.
Claudia is an avid bicyclist, and since 2002 has participated annually in the Pan Mass Challenge bike-a-thon, a charity event which raises funds for the Dana Farber Cancer Institute in Boston. She also enjoys vegetable gardening and traveling the world.
Claudia and her husband, Paul, have two grown daughters and one grandson, and are long-time residents of Boxford.
Andrew joined Sachetta & Callahan in May of 2015. He has been involved in personal financial planning for more than 10 years and in the financial industry for more than 15. Prior to joining Sachetta & Callahan Andrew was a Financial Services Professional at New York Life, and before that spent seven years at the Federal Reserve Bank of Boston in Corporate Communications.
Andrew is an Air Force veteran, having served 14 years on active duty, Reserve and National Guard. He’s an active member of Immaculate Conception Parish in Revere, and serves on the parish and finance councils as well as the parish school advisory board. Andrew is a first-generation American who speaks Italian and the regional dialect from his parents’ birthplace.
He was born and raised in Somerville, MA and now lives in Revere with his wife, Rita and his son, Matteo. Andrew enjoys spending time with his family, exercising at the local Planet Fitness, and visiting Florida. He may be reached by calling our office at 781-233-4138, or by email at firstname.lastname@example.org.
Eric holds a bachelor’s degree in Corporate Finance & Accounting from Bentley University. He joined our team in 2016 and focuses on assisting our advisors with financial planning and client relationship management, and is currently studying for the CFP® exam.
Eric grew up in Lynnfield, MA and now lives in Rockport, MA with his wife Meghan and his son, Logan. He enjoys running, reading, sports and traveling the world. In fact, Eric and his family have seen a baseball game at every major league park in the country.
Matt joined our team in 2014 as an intern. He has worked on projects on both the wealth management and accounting sides of our company. He has also become our go-to person for IT solutions in the office. He has been working on completing his bachelor’s degree in finance at Bentley University and plans on continuing his education at Bentley by pursuing a master’s degree in financial planning (MSFP). Matt will join our wealth management team as a full-time employee in the summer of 2019.
Matt grew up in North Reading, MA where he still resides. He enjoys spending time with his family, relaxing at his lake house on Winnipesaukee, and visiting new countries. He may be reached by calling our office at 781-233-4138, or by email at email@example.com.
Dale joined Sachetta & Callahan, LLC in 2012 as an Administrative Assistant. She has since utilized her training in accounting at North Shore Community College to become an integral part of our bookkeeping staff. She is our first point of contact with clients, and will most likely be the person you talk to when calling our office.
Dale has also been a licensed Realtor since 2007, and currently resides in Danvers, MA with her husband, Frank and dog, Scotty.
Ann is a Certified Public Accountant, and holds a Master’s Degree in Accounting from Bentley University. After working in private industry with small businesses for over 25 years, she joined our firm in 2015. Ann specializes in helping our small business clients create solid, efficient accounting systems, and in working with them to better understand how this can improve their overall business performance.
In her spare time Ann enjoys reading, traveling and spending time with her family.
George is a Certified Public Accountant and holds a Master’s Degree in Accounting from the University of Massachusetts Lowell. George has been working in public accounting for 7+ years with two different firms ranging in sizes from local to national. He joined our team in 2016 and will be focusing on both business and individual taxation.
George is also familiar with the intricacies of small businesses as he has spent much of his life in the restaurant industry. In February of 2016 he opened a diner called The Corner Café in Lowell, MA that he runs with his family.
George was born and raised in Lowell, MA. He enjoys playing and watching sports, as well as hanging out with friends and going to the gym in his spare time. He may be reached by calling our office at 781-233-4138, or by email at firstname.lastname@example.org.
Ann joined Sachetta & Callahan in 2000 as a staff accountant. Ann understands the accounting function and is adept in various accounting software packages. She is the office expert in Quickbooks, Peachtree, and Quickbooks Online.
A mother of one and grandmother of two, she currently lives in Winthrop and enjoys spending her free time with her grandchildren.
Dana joined Sachetta & Callahan in 2000 as a staff accountant. He has an MBA from Northeastern University, and focuses primarily on individual taxes. When he is not in the office, Dana is self-employed as a commercial lobster fisherman out of his home town of Marblehead.
Rebecca has been working in the accounting field for nearly 20 years and has a mix of former Big 6 and public/private corporation accounting experience. She received her Master of Business Administration, with a concentration in finance, from Boston University in 2006. She attended the University of Massachusetts, Amherst for her undergraduate schooling, and graduated cum laude with a bachelor’s degree in accounting.
Rebecca has extensive bookkeeping experience, and more recently has been a part-time office administrator and tax return preparer with Claudia J. Worth, a CPA, PC. She came on board with Sachetta & Callahan when Claudia merged with the firm in 2014. She also has taught Quickbooks adult education classes and is proficient with Quickbooks desktop and Quickbooks online.
Rebecca is a lifetime resident of North Andover and lives there with her husband, John, and two children, Emily and Gabriel. She loves music and enjoys reading, as well as traveling with her family to her mother’s seaside cottage in Kennebunkport, Maine.
Diane is the Firm Administrator for Sachetta & Callahan, LLC. She started with the firm in September, 1999, and has almost 40 years of experience in administration for CPA firms having worked for a Boston firm for 21 years prior to joining us.
Diane is available to help you with any questions you may have regarding accounts receivable, tax return status, or any general questions you may have.
Diane currently resides in Peabody with her husband of 15 years, their two daughters and their three rescue dogs.
Anne joined the team in 2015 when Sachetta & Callahan purchased Quest Financial Services where she had worked for 5 years with Robert Dubee and Christine Kim. Now at Sachetta & Callahan, part-time, she assists the Wealth Management Team and the Tax Team wherever needed.
After graduating from Merrimack College with a degree in Sociology, she spent 5 years working for Cygna Energy Services, Inc. in Boston as an Office Services Administrator; then spent 5 years working for Fidelity Investments in Boston as a Move Coordinator.
After working in Boston she stayed home with her children and worked for her husband’s home building business, Ford Properties Inc., in Ipswich. Anne and her husband Tim have 3 grown children and have lived in Hamilton for the past 27 years.
She enjoys time spent with her family, golfing, reading, and walking Cranes Beach.
Whitney joined the firm in 2018 as a Receptionist, part-time, working the front desk and assisting the team with general administrative projects.
After graduating from Endicott College with a degree in Psychology, Whitney worked for Wellington Management Company, LLC in Boston as a client events coordinator. She spent the past 10 years raising her two sons, James (12) and Jack (9), and building her interior decorating business in the Andover, MA community where she has lived for the past 14 years.
Whitney is a Chairperson for Andona, a fundraising organization committed to providing enrichment programs for the youth of Andover. She is also a Co-Founder of The Recurring Dream Foundation, which provides opportunities for aspiring musicians in the North Shore region of Boston.
When Whitney is not in the office, she enjoys coaching her son’s soccer and basketball teams, volunteering with Boy Scouts, exercising, traveling, home & fashion design trends, and spending time with family and friends.