Raj Goenka, CPA
Principal, Wealth Management Co-
Raj is our Wealth Management department’s co-
Raj has developed a specialty in taxation of foreign citizens in the U.S. and also in taxation of U/S residents and citizens who work abroad and have financial assets and accounts overseas. This includes individuals residing in the United States on different immigrant and non-
Raj is a popular favorite of clients of our CPA firm and is no stranger to traveling. Originally from Janakpur, Nepal, he and his wife like to see new places and explore as much as they can..
Paul F. Sullivan, CPA
Principal, Wealth Management Co-
As an Investment Advisor Representative affiliated with Archer Investment Corporation, Paul provides our clients with enhanced financial services with investments and retirement plans to profile your portfolio risks, perform needs analysis, and perform due diligence on our clients behalf.
For the past 30 years Paul has worked with individuals in the areas of income tax preparation and planning, retirement planning, IRS representation, estate planning, and litigation support services. Mr. Sullivan is a member of the American Institute of Certified Public Accountants, the Maryland Society of Certified Public Accountants, and the Estate Planning Council of Suburban Maryland, Inc. He holds an insurance license.
Since December 2002, Washingtonian Magazine has annually recognized Mr. Sullivan for being one of the top accountants in the area.
Paul serves as a volunteer on the Board of Directors and an officer of Mercy Health Clinic in Gaithersburg, Maryland. Mercy Health Clinic is one of the largest free health clinics in Montgomery County, Maryland. It is organized as a not-
Educational Background: Paul has a Bachelor of Science degree in Accounting from the University of Maryland and a Master of Science degree in Taxation from the University of Baltimore. He has taught many courses in both accounting and taxation at the University of Maryland-
Wealth Management Administrative Assistant
Jane is our administrative support for our Wealth Management Department where she helps with preparation of client investment documents.
Jane earned a Master of Arts degree in Economic Policy and Administration in 2003 from Technical University of Ostrava in the Czech Republic. In her free time, she enjoys hiking, travelling, skiing and biking with her husband and two children.
Sullivan Wealth Management Team
The opinions contained herein are not intended to be investment advice or a solicitation to buy or sell any securities.
Archer Investment Corporation manages The Archer Funds. You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing. You can download the Archer Investment Corporation ADV Brochure HERE. The Fund’s prospectus contains this and other information about the Fund, and should be read carefully before investing. You may obtain a current copy of the Fund's prospectus by calling 800-
Past performance is not a guarantee of future results. The investment return and principle value of an investment in the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance of the Fund may be lower or higher than the performance quoted. Performance data current to the most recent month end may be obtained by calling 800-
The Archer Funds are distributed by Arbor Court Capital, LLC, 8000 Town Centre Drive, Suite 400, Broadview Heights, OH 44147 Member FINRA.