Our team of experienced financial professionals have been helping families manage their financial affairs since 1979.
Meet Your Team at The Dowling Group
You have high standards, and so do we. Our Principals have been living and working in Greenwich, CT for decades. As our business has grown, so to has the community we support. Since 1979, we've been careful to hire only those special people who go beyond having solid credentials and strong moral character; quite simply, they are people you'll be comfortable talking to about your goals, concerns, and dreams.
Joseph M. Dowling, CPA Founder & Chairman
Joe has over 40 years of experience in Tax, Investment Advisory and Wealth Management. Since 1979, he has worked with affluent families and business owners to develop and implement advanced income and estate tax planning strategies, prepare income tax returns, and administer trusts and estates. Joe is a licensed Certified Public Accountant in Connecticut and New Jersey. He serves as trustee and executor to Dowling Group clients and CEO to The Dowling Group.
Soon after graduating from Seton Hall University with a degree in Accounting and completing his audit apprenticeship, Joe began working for Arthur Young & Co. as a Senior Tax Accountant. After 5 years he was promoted to Senior Tax Manager and became responsible for many Fortune 500 corporate clients as well as large international trusts, partnerships and tax exempt organizations.
Joe went on to found Joseph M. Dowling, CPAs in 1979 in Old Greenwich, CT. JMD, CPAs specializes in income tax consulting for individuals, corporations, estates and trusts. As his clients’ fiduciary, he also provided Financial Planning and Investment Advisory services. Over the years the financial planning and investment advisory practice grew into a need for a full-service wealth management firm. As a result, Dowling Financial Services, Inc., Registered Investment Advisor was born in 1981. Based on the philosophy that planning is the cornerstone to success, JMD, CPAs and DFS, Inc. have continued to serve clients as The Dowling Group.
Joe has authored several published articles on advanced tax and estate planning strategies. He has been quoted in media outlets and has also been interviewed for TV, newspapers and magazines.
In his free time Joe enjoys traveling and competing in para-triathlon and other athletic competitions around the world. Joe was formerly the President of the International Wheelchair Road Racers Club (IWRRC), Chairman of Wheelchair Athletics, USA (WAUSA) and Chairman of Long Distance Racing (LDR). He is also a member of the Greenwich Aquatic Hall of Fame and the Mid Atlantic Wheelchair Athletic Association Hall of Fame. Joe is also a recipient of the Key to the City of New York and a recipient of the Rudy Giuliani Award. In his free time he enjoys training for his competitions and mentoring aspiring athletes.
Sean M. Dowling, CFP®, EA
Sean is the second generation of the Dowling Group Wealth Management. He has been named a TOP WEALTH MANAGER of Westchester County each year since 2013 by Westchester Magazine. He has over ten years’ experience in Wealth, Tax and Investment Advisory services. During his time with the Dowling Group, Sean has worked with families and business owners in Greenwich seeking personalized and effective wealth management programs. As a CERTIFIED FINANCIAL PLANNER® professional and licensed investment advisor representative registered with the Securities and Exchange Commission (SEC), Sean serves as a fiduciary to all Dowling Group clients.
A graduate of the University of Connecticut, Sean earned his Bachelor’s degree in Accounting & Finance. Sean is also a graduate of Sacred Heart University’s College for Financial Planning where he completed the Certified Financial Planner course of study. Sean holds the CFP designation as well as the Enrolled Agent (EA) credential granted by the United States Treasury.
Sean has authored several published articles on wealth management and tax planning. He has been quoted in media outlets such as MSNBC, Research Magazine, Greenwich Times, Bankrate and the Fairfield County Business Journal. He is also a frequent guest speaker on taxation and investment planning at community venues, radio and internet broadcasts.
Sean has served for 3 years as the Treasurer on the Board of Directors for the Financial Planning Association of Fairfield County which provides pro-bono financial planning services and scholarships to those in need, as well as raising the visibility of the financial planning profession. Sean also currently serves as the Treasurer on the Board of Directors for Horizons National at Sacred Heart University. Horizons is an award winning program that provides summer learning opportunities to low income children between the grades of K through 8.
In his free time, Sean can be found on the golf course or in a swimming pool. He is a competitive golfer and swimmer who also enjoys fishing, reading and travel. Sean and his wife, Jessica, whom he met in the pool, live in Old Greenwich, CT with their daughter Brighid and son Finn.
Contact The Dowling Group
From taxes to comprehensive financial planning, The Dowling Group is Fairfield's county's most trusted partner. Our team of accredited experts stands ready to answer your questions and guide you to an optimal financial path.
William K. Ludington
Managing Partner & Head of Business Development
William (Wim) joined the Dowling Group in 2016 as a Managing Partner and Head of New Client Introductions and Business Development. Wim is responsible for overseeing the firm’s growth, marketing, business expansion and partnership initiatives.
Prior to joining The Dowling Group, Wim served in several client relationship and management roles both on Wall Street and in the Commercial Insurance business. Wim has enjoyed stints at American International Group, Marsh & McLennan, J.P. Morgan, UBS Securities and others. Consistent themes from all these client service businesses have been that an objective understanding of a client’s needs is critical and that honesty, respect and reciprocity are the cornerstones to deep and lasting client relationships. Wim brings with him 30 years of experience in the financial services industry and a deep knowledge of the financial markets and complex insurance solutions.
Wim graduated with a BA in Economics from Denison University.
Cheri Mazza, CPA, ABV, CVA, MAFF, CDFA
Partner, Accounting & Divorce Support Services
Cheri Mazza has been an accounting/financial professional for over 30 years. She received a PhD in Accounting from the University of North Texas (1994), a MS in Accounting from Illinois State University (1983), and a BS in Business Education from Indiana University of Pennsylvania (1980). Cheri is a CPA, ABV (Accredited in Business Valuation, CVA (Certified Valuation Analyst), MAFF (Master Analyst in Financial Forensics), and a CDFA (Certified Divorce Financial Analyst). Cheri serves as a testifying expert in cases involving financial forensics and business valuations and has published numerous articles in professional and academic journals.
Cheri spent the early part of her career in public accounting as a tax professional for a regional firm in Wichita Falls, Texas. In 1988 she taught accounting at the university level and shortly thereafter earned her PhD in Accounting. In 1994 she moved to Connecticut where she worked for six years as a project manager for the Financial Accounting Standards Board. In 2000, Cheri returned to academics, first as a professor at Fordham University in New York and then Sacred Heart University in Connecticut. During that time she also served on the Board of Directors and was Audit Chair of a publicly traded bank.
Michael Buccino, CFP®
Vice President, Wealth Management
Michael is a CERTIFIED FINANCIAL PLANNER® professional, having completed the Financial Planning Certificate Program at NYU in 2013. Michael specializes in Financial Planning, Tax Planning and Investment Management, and is also an appointed Notary Public.
Michael graduated with a BA in Economics from Eastern Connecticut State University in 2009 and is a member of Omicron Delta Epsilon Honor Society, the international honor society for economics.
In his free time, Michael enjoys exercising, volunteering with local non-profit organizations and spending time with his family and friends. In 2014 Michael was appointed to the Stamford Tax Assessment Board of Appeals by Mayor David Martin based on Michael’s work with and in the community of Stamford.
Marleen came to the Dowling Group with over ten years of experience in administrative and operations roles. As office administrator, Marleen keeps things running smoothly and ensures a pleasant and proactive client experience. From the main line to the front desk and all points in between, we like to say that Marleen keeps things moving here at The Dowling Group.
Chris joined the Dowling Group in 2015 after completing a three month internship program with the firm and is currently a Junior Analyst in the Wealth Management division. He is a licensed Investment Adviser Representative specializing in investment management and operational support. Chris holds a BA in Economics from the University of Connecticut, from which he graduated cum laude in 2014. He is a Level II Candidate in the CFA Program and will sit for the exam in 2017.
Gafar Zaaloff, Esq.
Legal and Consulting Services
Gafar is an award-winning attorney and consultant specializing in financial and tax-related services. Gafar obtained both his J.D. and Masters in Taxation from New York Law School. His experience includes the prestigious Reiss & Preuss LLP and New York City's legislative drafting unit.
Jason D. Morilla
Jason earned his Masters of Science in Accounting from the University of Connecticut. Jason enjoyed studying a broad range of accounting topics at UConn, including accounting for nonprofits and taxation of governmental entities. At the Dowling Group, he specializes in tax preparation and the analysis of financial statements. In his free time Jason enjoys competing in golf tournaments throughout the tri-state area.