Our Team
 Daniel G. Falk, CPA
Since 1975 when he started his own CPA firm, clients have benefited from Dan’s knowledge and experience in providing accounting, tax and consulting services for businesses and individuals. For more than 25 years he has also offered his clients investment management services, as well as financial, estate and retirement planning.
In addition to piloting his own CPA firm for more than three decades, Dan’s background includes years of service in multiple posts as CFO at several privately owned corporations and publicly traded corporations. His private industry experience includes manufacturing, government contracting, construction job costing, proprietary schools, rental property, franchising and insurance companies. In addition, he has worked with national associations and national accrediting commissions.
Dan’s greatest strength is in his ability to look at investment strategies critically. He believes in an investment approach that considers all factors in portfolio management. He works with every client to construct a financial plan that includes an analysis of the client’s total financial picture. He offers open communication and consistent and thorough insight throughout the year.
Designations:
• Certified Public Accountant
Memberships:
•American Institute of Certified Public Accountants (AICPA)
•Maryland Association of Certified Public Accountants (MACPA)
•Maryland Society of Accountants
Education:
•George Washington University
oMCS and BCS, Accounting
 Allen P. DeLeon, CPA, PFS
Al has spent his entire career in the tax and financial services field. Al has worked with a number of clients to help them develop and work toward their financial goals. He focuses on working with clients to define what “success” means to them and offers guidance to help them improve their financial well-being. He has over 30 years’ experience in the accounting profession, encompassing 25 years in public accounting. In addition, he worked for 6 years in private industry as the controller and CFO for not-for-profit organizations. Al’s experience in private industry and public accounting gives him invaluable insight into helping his clients incorporate tax strategies into their investment portfolios as well as anticipate issues and leverage opportunities at the most appropriate time.
Al holds a securities license and is a licensed insurance agent in Maryland. Al also provides accounting, tax, audit and advisory services for both businesses and individuals through DeLeon & Stang.
Designations:
•Certified Public Accountant, Maryland, Washington D.C., Virginia and New York
•Personal Financial Specialist (PFS)
Memberships:
•American Institute of Certified Public Accountants (AICPA)
oCouncil Member
•Maryland Association of Certified Public Accountants (MACPA)
oBoard Member
oLegislative Executive Committee - Chair
•District of Columbia Institute of Certified Public Accountants (DCICPA)
•Association of Certified Fraud Examiners (ACFE)
•American Society of Association Executives (ASAE)
•Metropolitan Area Credit Union Management Association (MACUMA)
•Maryland & District of Columbia Credit Union Association (MDDCCUA)
•Maryland Association of Nonprofits (MANO)
•Financial Executive Institute (FEI)
•Ethics Resource Center (ERC)
oBoard Member
•Gaithersburg-Germantown Chamber of Commerce
oBoard of Directors—Chairman
oFinancial Committee—Member
oLegislative Committee—Member
oGolf Committee—Member
Education:
•Hofstra University School of Business
oBBS, Accounting, with honors
 Richard C. Stang, CPA/ABV, PFS
As an advisor, Rich specializes in estate planning, investment management and insurance advisory services for the firm’s clients. To him, he has succeeded only when he has helped a client achieve their definition of success.
During his 20 plus years of experience, Rich has provided financial guidance for both individuals and businesses. His understanding of the business side of an entrepreneur’s success make him an ideal advisor for business leaders who are transitioning their business legacy to retirement or working to preserve family assets.
Rich holds a securities license and is a licensed insurance agent in Maryland and Virginia. Rich also provides accounting, tax, audit and advisory services for both businesses and individuals through DeLeon & Stang.
Designations:
•Certified Public Accountant
•Certified Estate Administrator
•AICPA Accredited in Business Valuation
Memberships:
•American Institute of Certified Public Accountants (AICPA)
•Maryland Association of Certified Public Accountants (MACPA)
•Washington Metropolitan Chapter of Community Associations Institute (WMCCAI)
•Corporate Volunteer Council of Montgomery County (CVC)
•Montgomery County Community Council
•Maryland Task Force for Common Ownership Communities
Education:
•Frostburg State University
oBBS, Accounting
 Sean E. Falk
Sean E. Falk has been helping clients manage their wealth for more than 13 years. Throughout his career, he has worked with both individual investors and organizations, helping them plan for their individual financial goals. Prior to that, Sean started his career in the insurance industry with John Hancock. Sean finds it very gratifying to continue working with clients to help them understand and obtain their insurance needs.
Sean has always enjoyed the relationships that go along with working in a small money management firm where he can focus on the needs and objectives of each individual client.
Sean looks at financial markets critically, and believes in a top down investment approach where demographic, societal, and economic trends are key factors in portfolio management. He works with clients to formulate an overall plan that includes an analysis of a client’s complete financial picture.
Sean also spends time on accounting and tax services for both individuals and businesses through DeLeon & Stang. He also is licensed to provide insurance services for Life, Health, Long Term Care, Fixed Annuities and Group Benefits as an agent/broker through Peak Insurance and Benefit Services, LLC.
Designations
•Series 65 Licensed
•Life, Health, Property and Casualty Insurance Licensed
Education:
•Towson University
oBS, Finance
 Brett A. Friedman, CFP®
Brett began his career with one of the largest brokerage firms. After learning about the industry he began to question the numerous conflicts of interest between the company/advisor and the client that arise in an atmosphere at a large brokerage firm. In 2005 he made a move to the independent advisor side to not only get rid of the conflicts of interest but give him more flexibility to offer the client the best investment options possible. As a Certified Financial Planner™ (CFP®) on the team, Brett is involved in assisting clients with comprehensive planning solutions which integrate lifetime planning objectives. His work includes advanced planning for retirement assets and stock options, estate planning, income tax planning and insurance planning.
Brett’s experience has taught him the importance of understanding each client’s unique goals. His calm and clarity are a comfort to the clients he serves, as he helps them steer the course toward their financial security.
Brett holds a securities license and is a licensed insurance agent in Maryland, Virginia and Washington, D.C. Brett also provides accounting and advisory services for both businesses and individuals through DeLeon & Stang.
Designations:
•Certified Financial Planner
Memberships:
•Financial Planning Association (FPA)
•National Association of Personal Financial Advisors (NAPFA)
•Maryland Association of Certified Public Accountants (MACPA)
Education:
•Towson University
oBS, Finance
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