About Us

About Us

Our Mission

We are fiscal management strategists.  We help business owners build their businesses through sound fiscal management.  Our purpose is to instill expert fiscal responsibility in our region one business at a time. Our cause is to produce a strong fiscal economy.  Our passion is building businesses.

Our Team Members

Charles Muracco
CEO
Dawn Falisi
Treasurer
Paul Grassinger
Director of Compliance & Operations
Principal Consultant
Mark Washko
Consulting Manager & Senior Consultant
Deandra Turchi
Tax Manager & Senior Consultant
Devin Muracco
Manager of Operations
Ashleigh Wilson
Office Manager
Ernie Baker
Accounting Manager & Senior Consultant
Dominic Veteri
Associate Consultant
Kyle McIntire
Associate Consultant
Kim Wagner
Office Manager
Thomas Banks
Senior Accountant

Our Story

CLM Advisors was founded in 2013 when CEO, Charles Muracco, recognized a growing need for business consulting services.  He believed every business needed a trusted advisor.   Routine tax filings and financial statement preparation is a commodity service – a necessary one, but small-business owners often need so much more than that.  With this vision in mind, Charles created a business plan and took initiative. He commenced routine meetings with his clients, what was his main focus? Diving deep into learning all aspects of their industries by looking into operational, financial, and marketing challenges. Charles used his knowledge in accounting and finance to guide his clients through any challenges they faced. Along side his clients, Charles went through the rewarding aspects and hardships of their businesses, by doing so he became the trusted advisor every business needs.
 
As the business began to grow, Charles instilled his mindset into his employees, creating a team of trusted advisors. CLM Advisors has grown tremendously and is continuing to grow. CLM Advisors helps good businesses become great by helping business owners recognize the power of having a strong fiscal management strategy. We perform everyday to support and grow with our clients and their businesses. We are the trusted advisors every business needs, if you are searching for a trusted advisor or think you are up for the challenge of being one, come to CLM Advisors.
 

Respectfully,

The CLM Team