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About Us / Meet Our Team

Home -   About Us / Meet Our Team

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Marlon Moran 

Team Leader/ CEO.

Building a Legacy – Empowering Our Community

My mission goes beyond business — it’s about creating a positive impact on every individual around me. I believe in education, empathy, and care. I want to touch the lives of each person in my circle, my neighborhood, and my community.

Growing up in Caribbean and now serving Connecticut and New York, I’ve learned that true success is about more than transactions. It’s about helping families protect what matters most, guiding small business owners to financial stability, and inspiring others to build wealth that lasts for generations.

I am committed to educating and empowering others—whether it's through financial literacy, real estate, insurance, or taxes. I believe that when we uplift each other, we create a cycle of growth, opportunity, and legacy.

Come Out Legacy isn’t just a brand—it's a movement. It’s my promise that growth never stops. The more I grow, the more I can give. And my greatest fulfillment comes from being able to serve and impact lives — every day.

If you’re ready to protect your future, invest in your dreams, or start a new chapter, my team and I are here to walk with you on that journey. Because together, we build a legacy that lasts forever.

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Ashley Valverde

Ashley Valverde: Insurance Licensed Professional &

Team Coach

Ashley Valverde oversees the insurance operations with a strong background in insurance industry knowledge. She is dedicated to supporting and coaching our team members, ensuring they provide expert advice to our community every day.

Ashley has worn many hats and is incredibly proud of helping to build our exceptional team. She takes pride in being the go-to expert for managing insurance for our clients, constantly educating and empowering her team to serve our community with excellence.

Her leadership and passion help us operate seamlessly both in and out of the office, making a positive impact every day.

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Carl Fratarcangeli 

Carl Fratarcangeli: Commercial & Personal Insurance Specialist

Carl Fratarcangeli has over 9 years of experience in the insurance industry across Connecticut and New York. He specializes in both personal and commercial insurance, helping business owners and families protect what matters most.

Carl is proud of serving our communities and is dedicated to providing the best coverage options. As a licensed professional in both personal and commercial insurance, he is the expert you can trust to find the right solutions for your needs.

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Elda Duran

Elda: Your Personal & Commercial Insurance Expert

Elda is a licensed professional with extensive experience in both personal and commercial insurance. She specializes in identifying insurance opportunities tailored to each client, managing a diverse portfolio of clients across various industries.

Her expertise includes developing risk management strategies, overseeing policy renewals, and tracking claims to ensure clients are properly protected. Elda’s dedication helps us provide comprehensive and reliable insurance solutions for individuals and business owners alike.

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Ashlin Ventura

Ashlin Ventura: Insurance Specialist & Community Advocate

Ashlin Ventura has dedicated her career to helping our community find the right insurance coverage. She loves educating clients about the importance of protection and explaining coverages many people don’t even know exist, like umbrella policies.

Her passion is making sure every client understands their options so they can have the best protection for their families and assets. Ashlin truly believes that a well-informed client is a protected client.

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Daniela Draper

Daniela: Your Personal & Commercial Insurance Expert

Daniela is a licensed professional with extensive experience in both personal and commercial insurance. She is passionate about helping clients find the right coverage tailored to their needs and is dedicated to serving her community with 300% care and love.

Her expertise includes developing risk management strategies, managing policy renewals, and tracking claims to ensure clients are fully protected. Daniela’s commitment to excellence allows us to provide reliable, comprehensive insurance solutions for individuals and business owners alike.

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Stephanie Gonzalez

Stephanie Gonzalez: Community-Focused Insurance Professional

Stephanie Gonzalez genuinely cares about her community and has dedicated her career to helping families and individuals find the right insurance coverage. She is passionate about educating clients on the importance of protection and explaining coverages many people don’t even know exist, like umbrella policies.

Her goal is to ensure every client understands their options so they can secure the best protection for their families and assets. Stephanie firmly believes that a well-informed client is a protected client.

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John Olmo 

Team Leader and Tax Pro. 

Meet John: Financial & Tax Specialist

John is a dedicated finance professional with extensive experience in tax preparation, accounting, and financial management. Since 2019, he has grown from a tax preparer to handling complex roles such as payroll, accounts payable, accounts receivable, and office administration.

John's strong problem-solving skills, attention to detail, and adaptability with new technology and software make him an invaluable asset. His dedication ensures all financial challenges are met with efficiency and precision, making him a key part of our team.

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Melissa A. Helmer  

Marketing and Public Relations.

Melissa Coordinating all public relations activities. Developing a marketing communications plan including strategy, goals, budget and tactics. Developing a media relations strategy, seeking high-level placements in print, broadcast and online media.

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Anna Morgan

Anna Morgan: Team Leader & Experienced Tax Professional

Anna Morgan brings over 26 years of expertise in the Tax and Bookkeeping industry. She has worked across multiple states and is certified in both Connecticut and New York. In addition to her extensive tax background, Anna also has experience as a paralegal, giving her a strong understanding of legal processes and community-related matters.

Throughout her career, Anna has held many roles and is especially proud of helping to build our exceptional team of professionals. She serves as the Office Tax Pro Instructor and is the go-to expert for helping clients manage their finances with high standards of service. Anna is dedicated to teaching and guiding our team members to deliver outstanding results while supporting the community’s needs.

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Nayari Pinmentel

Team Leader and Tax Pro. 
 

Meet Nayari: a Tax & Business Owner Expert

With over 8 years of experience, Nayari specializes in tax preparation, bookkeeping, and operating in multiple locations. She has a strong background in teaching classes, managing office operations, and operating in room environments. Her expertise includes QuickBooks, insurance, and licensed professional services.

Nayari is dedicated to helping clients achieve their financial goals by identifying opportunities, managing risks, and ensuring smooth policy renewals. Her leadership helps us deliver top-quality service and empower our community with the skills needed to succeed.

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Stephanie Delgado

Stephanie: Tax & Office Specialist

Stephanie is responsible for identifying opportunities for dedicated tax preparation. She brings extensive experience in payroll, accounts payable, accounts receivable, data entry, and office administration. She is also available to perform notarizations, providing additional support to clients.

Since joining Liberty Tax Moran Agencies in 2023, Stephanie has steadily advanced within the company. She started as a tax preparer and was promoted to work in the insurance department. Known for her accuracy and organization, she excels in problem-solving, attention to detail, and a strong willingness to go beyond her job duties.

Stephanie is a quick learner, adaptable to new technology and applications, and highly dedicated to providing exceptional service to our clients.

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Silda Nolasco

Silda: Tax Pro & Team Leader/Manager

Silda is responsible for identifying opportunities for dedicated tax preparation. She has extensive experience in payroll, accounts payable, accounts receivable, data entry, and office administration. She is also available to perform notarizations, providing valuable support to clients and the team.

Since joining Liberty Tax Moran Agencies in 2021, Silda has progressed through dedication and hard work. She started as a tax preparer and was later promoted to work in the insurance department. Known for her accuracy and organization, she excels in problem-solving, attention to detail, and going beyond her job duties.

A quick learner and adaptable to new technology, Silda is committed to delivering exceptional service and supporting our team’s success.

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Maria Hilario

Maria Hilario: Trusted Team Member & Insurance Support Specialist

Maria has been with us since day one, consistently demonstrating dedication and professionalism. She goes above and beyond to ensure all paperwork is properly scanned, uploaded, and processed efficiently. Her support is essential in helping our insurance professionals stay organized and focus on delivering excellent service to our clients.

Her commitment to excellence makes a real difference every day, and we’re grateful to have her as part of our team.

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Cirilo Moran

Cirilo Moran: DMV & Community Service Specialist

Cirilo Moran specializes in handling DMV transactions across Connecticut—from Wethersfield to Bridgeport, Waterbury, New Haven, and Stamford. His focus is to ensure that all vehicle registrations, license plate drop-offs, and DMV paperwork are processed smoothly and correctly.

Cirilo and our team are here to support you from A to Z, ensuring every transaction is handled efficiently and professionally.

We are here for our community—helping you stay on the road with confidence.

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Rosagela Acosta

Rosagela: Bookkeeper & Data Entry Specialist

Rosagela is responsible for bookkeeping at Moran Agencies. She handles a lot of data entry work for our clients, ensuring their financial records are accurate and up-to-date.

Before joining the bookkeeping and accounting field, Rosagela worked in customer service. She finds helping others to be very fulfilling, and this aligns perfectly with Moran Agencies’ mission of supporting our clients.

Working with business owners—especially law firms and dental centers—on their finances can be challenging, but Rosagela finds it rewarding to help simplify and manage their financial processes. She loves the laid-back yet fast-paced environment here, and she’s excited to be part of a team dedicated to making a difference.

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Rachel Elizondo

Rachel Elizondo: Executive Assistant & Team Support Specialist

Rachel Elizondo is an Executive Assistant dedicated to supporting our senior leaders in achieving their goals. She goes above and beyond by managing reports, ensuring smooth login processes, and assisting with a wide range of tasks to keep everything running efficiently.

Rachel is talented in delegating and organizing workflows, from booking appointments to engaging clients in life insurance, financial services, taxes, accounting, and bookkeeping. Her exceptional ability to support executives and team members ensures we stay focused on our goals and deliver outstanding service to our clients.

Her dedication, organization, and support make her an invaluable asset in helping our leadership and team succeed.

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JEZIEL CABA

CSR and Tax Pro

Jeziel is responsible for identifying opportunities for dedicated tax preparation with extensive experience in Payroll, Account Payable, Accounts Receivable, and Data Entry Office Administration, and is available to perform notarizations.

I have been working for Liberty Tax Moran Agencies since 2023 and have escalated my way up within the company. I began working as a Tax prepare for Liberty Tax Moran Agencies; eventually, I was promoted to work in the insurance film. I am accurate and organized with strong problem-solving skills, extraordinary attention to detail, and a willingness to go beyond the job description. I am a fast learner with proven adaptability to new technology and applications.

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Jennifer Hernadez 

Jennifer Hernandez: Real Estate & Property Management Specialist

Jennifer Hernandez specializes in property management and real estate sales, working closely with our community to help them understand how to invest wisely. She’s passionate about guiding clients to build wealth through smart property investments and making their money work for them.

Jennifer’s expertise empowers clients to confidently navigate the real estate market, make informed investment decisions, and grow their assets for a brighter future.

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Sayira Vasquez

Sayira Vasquez: CSR & Tax Pro

Sayira Vasquez is responsible for identifying opportunities for dedicated tax preparation. She has extensive experience in payroll, accounts payable, accounts receivable, data entry, and office administration. She is also available to perform notarizations, providing valuable support to clients and the team.

Since joining Liberty Tax Moran Agencies in 2022, Sayira has steadily advanced through her dedication and hard work. She started as a tax preparer and was promoted to work in the insurance department. Known for her accuracy and organization, she excels in problem-solving, attention to detail, and going beyond her job duties.

A quick learner with proven adaptability to new technology and applications, Sayira is committed to delivering excellent service and supporting our team’s success.

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Stephanie Garcia

Stephanie Garcia: Tax Pro & Team Leader

Stephanie Garcia is a dedicated Tax Professional and Team Leader at Moran Agencies. She specializes in identifying opportunities for dedicated tax preparation and has extensive experience in payroll, accounts payable, accounts receivable, data entry, and office administration. Additionally, Stephanie is available to perform notarizations, providing valuable support to clients and the team.

Since joining Liberty Tax Moran Agencies in 2020, Stephanie has steadily advanced through her dedication and hard work. She started as a tax preparer and was promoted to work in the insurance department. Known for her accuracy and organization, Stephanie excels in problem-solving, attention to detail, and going above and beyond her job duties.

A quick learner with proven adaptability to new technology and applications, Stephanie is committed to delivering exceptional service and supporting our team’s success.

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Andy Suqui

Andy Suqui: Customer Service & Insurance Specialist

Andy Suqui is responsible for identifying opportunities in dedicated tax preparation and providing exceptional customer service. He has extensive experience in payroll, accounts payable, accounts receivable, data entry, and office administration. Andy is also available to perform notarizations, offering additional support to clients.

Since joining Liberty Tax Moran Agencies in 2024, Andy has quickly advanced within the company. He started as a tax preparer and was promoted to work in the insurance department. Known for his accuracy and organization, he has strong problem-solving skills, exceptional attention to detail, and a willingness to go beyond what is expected.

A fast learner with proven adaptability to new technology and applications, Andy is committed to delivering outstanding service to our clients every day.

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Gisselle Mecalt

Gisselle Mecalt: Executive Assistant & Team Support Specialist

Gisselle Mecalt is a dedicated Executive Assistant committed to supporting our senior leaders and team by helping them achieve their goals. She goes above and beyond by managing reports, ensuring smooth login processes, and handling a wide range of tasks to keep everything running seamlessly.

Gisselle is also instrumental in coaching and supporting our secretary staff, always ready to lend a helping hand. Her talent in delegating, organizing workflows, and engaging clients—from life insurance and financial services to taxes, accounting, and bookkeeping—ensures our team stays focused and delivers exceptional service.

Her dedication, organizational skills, and support make her an invaluable asset in helping our leadership and team succeed.

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Who We Are

Moran Agencies: Your One-Stop Solution for Accounting, Tax, Business, and Insurance Services

At Moran Agencies, we offer our clients a comprehensive range of services—including accounting, tax, business consulting, and insurance. We proudly serve thousands of individuals and hundreds of businesses, with the majority of our new clients coming from referrals by satisfied existing customers.

We are dedicated to delivering high-quality, affordable services promptly, with a personal touch. Our website is designed to be easy to navigate and helpful, whether you need assistance with insurance, accounting, or tax preparation.

Our team is committed to exceeding your expectations, and we will go the extra mile to ensure you receive exceptional service every time.

We provide expert accounting, insurance, and financial services in Connecticut and New York. Benefit from our experienced boo

Who is Moran Agencies?

We are a multi-service agency providing expertise on accounting, income tax preparation, and personal & business insurance. Here’s what we’ve been working on.

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