Meet Our Team

Philip A Bertolo

Phil Bertolo is an accomplished explorer, part time golf professional, wind surfer, and sky diver.  Haha -he’s none of those things!  He started his career at Ernst & Young and then went into private industry for seven years, but always enjoyed taxes and working with individuals and businesses.  He decided to join William Odell where he was a partner for sixteen years at Odell and Bertolo PC.  He started Bertolo & Company, LLC (now Bertolo & Warshaw Group) in 2001.  He’s a Boston College graduate, played some college baseball, and now enjoys working out, golf, fast cars, and investing in real estate.  He is married to Nicola Bertolo, a New Zealander and former Olympian in judo.  They have 3 rescue dogs and live in Basking Ridge. Phil has enjoyed serving on various non-profit boards over the years as well as giving back by helping non-profits with their tax filings.

Allison Warshaw Shearman

Allie graduated with Highest Honors from Lehigh University with a Bachelor of Science in Accounting and is a licensed CPA in the state of New Jersey. She is a former tax partner at PricewaterhouseCoopers where she worked from 2008 until 2019.  Allie lives in Madison with her husband and three young sons.  She proudly serves on the Board of Directors of the Madison Area YMCA and the Alumnae Council at Kent Place School.

Bethany Warshaw Kramer

Bethany graduated with Highest Distinction from the University of North Carolina at Chapel Hill with a Bachelor of Science in Business Administration from the Kenan-Flagler Business School. She went on to obtain her Master of Science in Accounting at Seton Hall University. She is a licensed CPA in the state of New Jersey. She also started her career in the tax group at PricewaterhouseCoopers and left the firm when she was a Senior Tax Accountant to join Bertolo & Company. Bethany lives in Madison with her husband, her son and young daughter, as well as an enthusiastic Australian Labradoodle.