Our team · Golden Tree Capital Architecture™
Founder and Managing Director of Golden Tree Wealth Partners. Seven years at J.P. Morgan, starting in business banking and moving to Private Wealth, followed by leadership roles at New York Life and MassMutual. Through Golden Tree Tax & Accounting, the team handles tax, accounting, and CFO work for closely held businesses, so the map is built by people who read the returns, not just the org chart.
Every step of my career has been the same move: a client's problem got bigger, and I got bigger with it. What hasn't changed is the part I'm best at: taking something complicated and making it simple enough that the whole family can actually decide. That's the job here.
Who else is at the table
Nobody gets one person trying to do everything. Each engagement has a coordinator, a tax team, and outside specialists where the work calls for them.
Laura Harper
Laura is the family's day-to-day point of contact. She runs the meetings, keeps track of every document and deadline, and makes sure the questions that come up between meetings actually get answered. Her background is helping business owners find tax and cash-flow savings by working alongside their CPAs, attorneys, and advisors, not around them. President of Integrity Advisors Group in Tennessee and a licensed insurance producer.
Elizabeth Cascio
Elizabeth runs the office: scheduling, paperwork, and making sure nothing falls through the cracks between meetings. She's also Erik's wife. Golden Tree is a family business too.
Nirali Joshi, CA, CPA
Nirali prepares and reviews the returns behind the map: individual, S corporation, partnership, and estate and trust. That means every option we put in front of a family gets checked against what's actually been filed. Chartered Accountant and U.S. CPA, with more than five years of tax and accounting work for CPA firms across the country.
Frankie Andreu, CPA
Frankie keeps the compliance side clean: S corporation elections, payroll setup, estimated payments, and dealing with the IRS directly when a notice shows up. When a change to the structure comes with a filing or a deadline attached, he's the one who makes sure it actually gets done right. Trained in audit at RSM US, with a Master of Professional Accountancy from the University of Dayton.
Brought in when needed
Retirement plan design, valuation, and investment work go to independently licensed professionals we coordinate with, alongside your own attorney and trustee. We keep everyone on the same map.
One firm. Two practices working on the same map.
Capital Architecture™ sits inside Golden Tree Wealth Partners, alongside the tax and accounting practice that already serves our clients year-round.
Golden Tree Wealth Partners, LLC
Founded in Chicago in 2020. The firm behind everything below, serving closely held business owners and their families.
Visit goldentreewealthpartners.comGolden Tree Tax & Accounting
Tax preparation, bookkeeping, payroll, IRS representation, and CFO work for closely held businesses. The returns behind every map.
Visit goldentreewealthpartners.comGolden Tree Capital Architecture™
Mapping family business and estate structures, and coordinating every advisor around one plan.
Back to homeOne map. Everyone knows their part.
Start with one conversation.
Thirty minutes with Erik. Bring what you have and we'll tell you plainly whether a map would help.