About Us

James "Pat" Colonna, CPA

A certified public accountant since 1975, Pat Colonna co-founded Colonna Financial with his son Stephen in 1998. After graduating from the University of Massachusetts Amherst with a bachelor of science degree in accounting, Mr. Colonna began his accounting career with Price Waterhouse in 1971. From 1975 to 1993, he owned and operated his own private CPA practice, serving largely corporate clients from his office on the Cape in Pocassst, Massachusetts.

With more than 30 years' experience in the financial services industry, Pat specializes in all areas of accounting, with a particular expertise in tax planning and preparation, estate planning personnal and corporate audits, and negotiating and dealing with IRS and many different State Departments of Revenues across the country.

Stephen Colonna

After receiving his bachelor of science degree in finance from Plymouth State University (NH), he worked as an investment counselor for MFS Investment Management in Boston. In 1998, Stephen co-founded Colonna Finacial with his father.

Denise Ores

As office manager, Denise oversees the day-to-day management of all Colonna Financial operations. Besides running the office for the past 10 years, she provides much needed support in preparing client payrolls, invoices, accounts receivables, financial reports, as well as taking an active role in Colonna's marketing nd customer service efforts.

Stephanie Champani

As administrative assistant, Stephanie's the first voice you hear when phoning Colonna Financial. Providing adminstrative support in all areas of our operations, she specializes in administering life insurance policies.

Andrew Colonna

A specialist in tax planning and preparation, Andrew has 5 years experience in the tax preparation industry. Upon graduating from Plymouth State University with a bachelor's degree in business management, he joined the Colonna Family business. In addition to his work with tax preparation Andrew also specializes in assisting home owners with their mortgage needs as a loan officer.

Gregg Colonna

A specialist in tax planning and preparation, Gregg has more than 13 years experience in the financial services industry. Upon graduating from New England College with a bachelor's degree in business management, he worked for MFS Investment Management in Boston. There, Gregg specialized in developing 401(k) retirement plans for both small and large international corporations. In addition to his work with retirement plans, he also has extensive experience in the areas of investment planning, tax preparation, and accounting.