What’s Happening at Capaldi Reynolds & Pelosi

New Team Members

We are thrilled to announce the newest additions to our Capaldi Reynolds & Pelosi family!  These talented individuals bring a wealth of experience and fresh perspectives that will undoubtedly strengthen our team.

Donna Lutz- Controller
Tri Linh Trang Do- Intern

Their addition to our team strengthens our capabilities and reinforces our dedication to delivering top-notch service to our clients.

Phillies Game

Our team enjoyed a great night at Citizen Bank Park, on June 21 to watch the Phillies play against the Diamondbacks.   It was a perfect opportunity for our team to relax, have some fun, and enjoy a great game.

Summer Party

Our Summer Party was a remarkable event filled with laughter, delicious food and fun activities. The summer party is a great way to connect on a personal level and celebrate the wonderful families that support our team.   We look forward to more great events like this in the future!

Also at the party we celebrated the 9+ years we have shared with Marlana Richardson.  She will be stepping down from her role as Controller at the end of August.  It is with both gratitude and a touch of sadness that we announce her retirement.

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Celebrating Anniversaries

In recent months, we at Capaldi Reynolds & Pelosi, P.A., welcomed new staff, Brian Dziobak, Chris Hill, Janice Swank, Craig Mortensen, Joanna Muller and Patrice Girard to our team.  We pride ourselves on providing an enriching, balanced work-life for our staff to...

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IRA Rollover to make HSA Contribution

Health Savings Accounts (HSAs) are one of the best retirement and investment tools for various reasons.  A HSA is a savings account set up for the sole purpose of paying the qualified medical expenses of the account’s beneficiary or the beneficiary’s dependents or...

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