Meet the professionals who will be guiding you on the journey to financial success.
Al Hargrave, Jr. CPA
(860) 684-4470Al Hargrave, Jr. is a Certified Public Accountant, a member of the American Institute of Certified Public Accountants and the Massachusetts Society of Certified Public Accountants.
He has been a wealth advisor for over 17 years and enjoys offering comprehensive wealth management to his clients. By following a personalized, holistic approach, he finds great joy in providing highly customized solutions to each and every client, helping clients to achieve their financial goals.
Before joining the McCarthy Hargrave Wealth Management, Al graduated from Brown University with a BS in Economics. He also received a certificate in accounting from the Assumption College continuing professional education program.
When not in the office, Al enjoys spending time with his wife and two daughters – either on the softball- or on the soccer field.
Contact Al today for a complimentary review of your finances, financial goals or your organization's investment objectives.
James Makuch MBA
Founder
After more than 30 Years of working with clients, and after 5 years of semi-retirement, Jim decided to officially retire in June of 2022. While he will no longer be a daily fixture in our office, His legacy lives on for a business built on providing his clients the highest level of service and expertise in many financial subject matters. We will miss having Jim around every day, but wish him the best of luck in his retirement!
Mike Hodge
Accountant
mike@wficpas.com
(860) 684-4470
Mike Hodge has been working with clients of Willington Financial since 2007. He has been preparing income and payroll tax returns since 1985. Mike works with our individual and business clients helping with their tax filing and tax planning needs. He is a graduate of the University of Connecticut.
Heather Bonneksen
Office Manager
heather@wficpas.com
(860) 684-4470
Heather joined our team in 2018 and brings to our firm over 15 years of financial services experience. She is often the first person to greet clients when visiting our office. Heather handles all of the office administrative responsibilities and provides prompt attention to the requests of clients and members of the team.
Kayla Pacheco
Office Assistant
kayla@wficpas.com
(860) 684-4470
Kayla joined our firm in 2022 and will be assisting our staff in many areas, including tax preparation, document management, and client relationship management. Kayla will also be responsible for overseeing the firm’s social media presence and online profile for business development. She is a welcome addition to our team.
