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5 Key Milestones Driving Leone, McDonnell & Roberts’ Explosive Growth: 2024-2025 CPA Firm Update

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The Certified Public Accounting landscape in New England is seeing significant expansion, and as of December 2025, Leone, McDonnell & Roberts, Professional Association (LMR PA) is cementing its position as a regional powerhouse with a series of aggressive growth initiatives and strategic personnel moves. This multi-partner firm, known for offering 'big firm' services with personalized client care, has executed several key milestones over the past year, ranging from major office relocations to recognizing and onboarding top-tier talent. The firm’s continued investment in its infrastructure and team highlights a strong commitment to serving the complex financial and accounting needs of businesses and individuals across New Hampshire and beyond.

Leone, McDonnell & Roberts’ recent activities are a clear indicator of a firm that is not just maintaining its legacy but actively scaling for future success. From strengthening its core audit and tax services with new hires to celebrating the dedication of long-time team members through significant promotions, LMR PA is demonstrating a robust model for sustained professional growth in the highly competitive financial services sector.

The Foundational Pillars: A Brief History and Key Personnel of Leone, McDonnell & Roberts, PA

Leone, McDonnell & Roberts, PA, traces its roots back over 50 years, starting with a single office in Wolfeboro, New Hampshire. The firm was founded by Eugene “Gene” Leone, Jr., who brought a vision of providing the high-quality services of a large accounting firm to the Lakes Region. This commitment to excellence and community focus has been the bedrock of its multi-office expansion throughout New Hampshire, including locations in Dover, Wolfeboro, and North Conway.

The firm achieved national recognition in 2014 when the American Institute of Certified Public Accountants (AICPA) named LMR PA a G400 firm, identifying it as one of the top CPA firms in the country. The current leadership and professional staff are instrumental in maintaining this high standard. The partners and professionals at Leone, McDonnell & Roberts are frequently recognized for their expertise and dedication to the communities they serve, offering specialized services in tax planning, audit and assurance, and various advisory capacities.

Key Partners and Recognized Professionals (Entities):

  • Eugene “Gene” Leone, Jr.: Founder of the firm, establishing the initial Wolfeboro office after a career as a CPA with a large accounting firm.
  • David Verno: Vice President and Partner, recognized for his leadership, including service as Vice Chairman for the Wentworth-Douglass Foundation.
  • Paula Daley DePlanche: Vice President and Partner, honored by the Dover Chamber of Commerce for her long-standing commitment and professional contributions.
  • Christine Chrysafidis, CPA: A key staff member whose career growth from a summer intern in 2017 to a promoted professional exemplifies the firm’s commitment to internal development.
  • The Firm (Leone, McDonnell & Roberts, PA): Recognized as a G400 firm by the AICPA in 2014.

1. Strategic North Conway Office Relocation for Enhanced Client Service

A major development for the firm in 2025 was the strategic relocation of its North Conway office. Effective in May 2025, the office moved to a new, modern location at 3278 White Mountain Highway, North Conway, NH 03860. This move was a proactive step to accommodate the firm’s continued growth in the Mount Washington Valley and to provide an enhanced, more innovative workspace for the LMR team.

The new facility is designed to foster greater collaboration among team members, ultimately allowing Leone, McDonnell & Roberts to better serve its growing client base in the region. The relocation was celebrated with a Ribbon Cutting and Open House event, in partnership with the Mt. Washington Valley Chamber of Commerce, marking a significant investment in the local business community.

2. Major Staff Promotions Recognizing Internal Talent

Leone, McDonnell & Roberts has consistently prioritized recognizing the talent and dedication within its own ranks, a key factor in maintaining its high level of professional service. The firm recently announced a round of significant staff promotions across its Dover, Wolfeboro, and North Conway offices.

Among the celebrated professionals is Christine Chrysafidis, CPA, whose journey with LMR PA began as a summer intern in 2017. Her promotion is a testament to the firm’s successful mentorship and development programs, which cultivate future leaders in Certified Public Accounting. Other promoted staff members include Alexi Galica-Cohen, Peter, and several others who demonstrated exceptional commitment and technical skill in areas like tax compliance, financial reporting, and assurance services. These promotions not only reward individual excellence but also ensure the firm’s leadership is continually refreshed with seasoned professionals who understand the LMR culture of personalized attention.

3. Key New Team Members Bolstering Core Services

To support its expanding services and client base, Leone, McDonnell & Roberts welcomed several new team members in 2024 and 2025, strategically strengthening its core service departments. The new hires bring fresh perspectives and specialized skills in audit, tax, and administrative functions.

Notable additions to the LMR PA team include:

  • Marcos Marenco: Joining the Dover office as an Audit Staff Accountant, Marcos Marenco is a 2023 graduate who brings a strong foundation in public and governmental accounting. His expertise enhances the firm's capacity to handle complex audit engagements.
  • Colby Combs: A new professional whose skills are integrated into the firm's comprehensive tax and advisory services.
  • Gretchen Bradley: Strengthening the administrative and operational backbone of the firm, ensuring efficient client service delivery.

The integration of these new professionals ensures that Leone, McDonnell & Roberts remains well-equipped to manage the increasing demand for sophisticated financial advisory and compliance services across New England. The firm’s ability to attract and retain top talent, even in a competitive market, speaks volumes about its professional reputation and growth trajectory.

4. Expanding Topical Authority and Service Offerings

Leone, McDonnell & Roberts is not solely focused on internal growth; it is also a leader in expanding its topical authority and service offerings to meet evolving client needs. The firm actively engages in public education through initiatives like the IFP / LMR Summer Webinar Series, providing valuable insights on complex financial topics to the business community.

The firm’s comprehensive suite of services includes specialized areas such as:

  • Tax Planning, Preparation & Compliance: Navigating complex federal and state tax codes for businesses and individuals.
  • Audit and Assurance: Providing independent and thorough financial statement audits and reviews.
  • Consulting and Advisory Services: Offering strategic guidance on business performance, mergers and acquisitions, and estate planning.
  • Client Accounting Services (CAS): Outsourced accounting support for small to mid-sized businesses.

By continually enhancing its service depth and engaging in community education, LMR PA solidifies its role as a trusted advisor and partner in client growth, moving beyond simple compliance to proactive value creation.

5. Commitment to Community and Professional Excellence

The enduring success of Leone, McDonnell & Roberts is deeply tied to its strong roots in the New Hampshire communities it serves. The firm’s partners and staff are actively involved in local organizations, demonstrating a commitment that extends beyond the balance sheet.

For example, Partner David Verno's role as Vice Chairman of the Wentworth-Douglass Foundation and Partner Paula Daley DePlanche's long-standing recognition by the Dover Chamber of Commerce highlight the firm's dedication to civic responsibility. This community-first approach, combined with a relentless pursuit of professional excellence—as evidenced by the AICPA G400 designation—positions Leone, McDonnell & Roberts for continued leadership in the New England financial sector. Their strategic moves in 2024 and 2025, from office upgrades to team expansion, are not just about growth; they are about reinforcing a half-century legacy of trust and quality service for the next generation of clients.

5 Key Milestones Driving Leone, McDonnell & Roberts’ Explosive Growth: 2024-2025 CPA Firm Update
leone mcdonnell & roberts
leone mcdonnell & roberts

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