OUR TEAM

Management Committee

Edward J. Jacobson, CPA, CVA

Managing Director

Michael W. Cohen, CPA, CGMA

Managing Director, CFO

Jonathan S. Dinkins, CPA/PFS, CIMA®

Managing Director, CEO

Investor Members

Marina Sidelnikova, MBA, MS, CPWA®, AIF®

Principal

Michael K. Creamer, CPA, CFP®, CDFA, ADPA, AIF®, BFA™

Principal

Steven G. Albert, MST, CPA

Principal

Bart W. Scheffel, CPA, CVA

Principal

Dovid Price, CFP®

Principal

Professional Staff

Richard Osikowicz AIF®

Director of Retirement Plan Services

Christine R. Schmitz, MA, CPA, PFS, CFP®, LTCP

Director of Wealth Advisory Services

Steven Weisman, CPA, PFS, CGMA

Director of Wealth Advisory Services

Randy Beeman

Director of Wealth Advisory Services

Andrew Wohlberg, MBA

Wealth Advisor

Trey Ingram, CAIA®, CFP®

Senior Wealth Advisor

George Toulson, CFA, CFP®

Director of Wealth Advisory Services

Todd Norris, CFP®

Senior Wealth Advisor

Zubair Khan, CFA, CFP®

Director of Wealth Advisory Services

Joseph McCarthy, CFP®, ChFC®

Senior Wealth Advisor

Byron T. Deese

Relationship Development Manager

Avraham Levitan, MA, IACCP®, CFE, AIF®

Chief Compliance Officer

Jamie Brothers

Client Services Administrator

Jake Sand, CIMA®

Operations Manager

Patty Blotzer

Client Services Administrator

Randy Day

HR Manager/Operations Coordinator

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