Joseph Sachetta, CFP®, CPA/PFS, MBA, MST
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.
Read Joseph’s full bio here.
Stephen Sachetta, CPA, MST
PARTNER, DIRECTOR- TAX & ACCOUNTING
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.
Read Stephen’s full bio here.
Michael J Callahan, CPA, CFP®, MST
PARTNER, DIRECTOR- WEALTH MANAGEMENT
Michael is a Certified Financial Planner™ practitioner, Certified Public Accountant, and holds a Master’s Degree in Taxation from Bentley University. Mike has been involved in personal financial planning, as well as both business and individual taxation for more than 15 years.
Read Michael’s full bio here.
Eric Sachetta, ChFC®, CFP®
ASSOCIATE PARTNER, FINANCIAL ADVISOR
Eric is a Certified Financial Planner™ Practitioner. He holds a bachelor’s degree in Corporate Finance & Accounting from Bentley University. He joined our team full-time in 2016, after working part-time throughout high school and college. Eric focuses on financial planning and client relationship management.
Read Eric’s full bio here.
ASSOCIATE PARTNER, FINANCIAL ADVISOR
Matt joined our team in 2014. He obtained a bachelor’s degree in finance at Bentley University in 2019 and is continuing his education at The University of Georgia by pursuing a master’s degree in financial planning (MSFP). He is planning on sitting for the CFP® once his coursework is complete. Matt wears a variety of hats in the office but primarily serves as the director of operations for our wealth management team, as well as building and maintaining our IT infrastructure.
Read Matt’s full bio here.
CLIENT EXPERIENCE ASSOCIATE
Dale joined Sachetta Callahan 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.
SENIOR FINANCIAL ADVISOR
As an independent investment advisor, Kevin works with high net worth individuals, business owners, non-profit organizations and corporate executives building, managing, and monitoring, portfolios of investments customized to their individual needs and objectives.
Read Kevin’s full bio here.
Accounting & Taxation
Ann Sachetta, CPA, MSA
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.
Georgios Liakakis, CPA, MSA
ASSOCIATE PARTNER, ACCOUNTANT
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.
Read George’s full bio here.
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 Campbell, MBA
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 Stronck, MBA
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.
Lois has been part of our team since 1996, after a successful 26 year career with Verizon. She oversees the bookkeeping, payroll taxes, and meals taxes for many of our clients.
A mother of two and grandmother of two, she currently resides in Saugus with her husband, John.
Emily Diezemann, MBA
Emily joined Sachetta Callahan in 2016 as an intern. She has worked on projects mainly on the accounting & taxation side of our company. Emily completed her undergraduate degree in Accounting at Endicott College in Beverly, MA. She also holds master’s degree in business administration (MBA) from Endicott College. Emily primarily works with our business clients.
Emily grew up in Peabody, MA where she still resides. In her spare time Emily enjoys playing and coaching volleyball, as well as hanging out with friends.
Diane is the Firm Administrator for Sachetta Callahan. 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 two daughters and three rescue dogs.
Anne joined the team in 2015 when Sachetta Callahan purchased Quest Financial Services where she had worked for 5 years.. 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 (13) and Jack (10), and building her interior decorating business in the Andover, MA community where she has lived for the past 15 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.