Glass Jacobson Continues to Grow in DC Metro Area
November 1, 2011 | 
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FOR IMMEDIATE RELEASE
Glass Jacobson Continues Growth in Washington, D.C. Metro Area
Merger with OneSource Financial Services Increases Firm’s Wealth Management Expertise
ROCKVILLE, Md. – November 1, 2011 – CPA wealth management firm Glass Jacobson today announced that it is merging in the Montgomery Village-based firm OneSource Financial Services. OneSource President Michael K. Creamer will become a principal of Glass Jacobson. The transaction, effective immediately, represents Glass Jacobson’s third high-level merger in the Washington, D.C. metro area in the past year, and further enhances the firm’s sophisticated accounting, tax and investment services.
“The growth Glass Jacobson has experienced in the Washington market in the past year affirms that the services we provide are unique and will fill a need in the business community,” Glass Jacobson President Ed Jacobson said. “Michael Creamer fits perfectly with our holistic approach to client management and will be a tremendous asset in helping area business owners navigate the personal and business issues they face.”
Mr. Creamer brings expansive knowledge of the area to Glass Jacobson. He has more than 19 years as a Certified Public Accountant and more than 14 years as a Certified Financial Planner (CFP). Mr. Creamer assists clients with investment advisory, financial planning and risk management.. He also provides accounting services to small and mid-size businesses customized to his clients’ needs and economic parameters. His extensive client base includes professional service providers and not-for-profits.
“In little more than a year, Glass Jacobson has become a dynamic player in the Washington market, and it’s exciting to be part of a truly full-service firm,” Mr. Creamer said. “I look forward to helping the firm continue its already impressive growth.”
A 1990 graduate of St. Joseph’s University, Mr. Creamer is a Registered Securities Representative and earned the Professional Education Certificate from the College for Financial Planning. He is a licensed Life and Health Insurance Agent and is a member of the American Institute of CPAs (AICPA), the Maryland Association of CPAs (MACPA) and the Financial Planning Association (FPA).
About Glass Jacobson
Founded in Baltimore in 1962 as a traditional CPA firm, Glass Jacobson has evolved into a wealth management firm to better serve its clients’ diverse, ever-growing financial needs. Today, the firm’s unique Wealth Management Model brings together the essential services of Investment Management, Advanced Planning and Relationship Management, and delivers them with unparalleled expertise and professionalism. Serving as a personal CFO, Glass Jacobson looks beyond the numbers to get to the core of every client’s financial situation. The firm delivers a full team of in-house CPAs, investment advisors, financial planners and insurance specialists to every client. To learn more about Glass Jacobson, please see www.glassjacobson.com.
GJ and Women in Construction
October 19, 2011 | Subscribe to our RSS Feed
Glass Jacobson is pleased to be participating in WOMEN IN CONSTRUCTION 2011 on November 1, 2011 in Washington, DC.
Our Women in Business Practice is partnering with this leadership and networking conference, by women, for women. The Conference brings together high-powered business, legal and community leaders with experience in areas of importance to women working in the design and construction industry. Now in its sixth year, the conference was co-founded by Ober|Kaler principal Barbara G. Werther.
Key takeaways from the day will include:
- Can there really be a work-life balance?
- Emerging trends in health care construction
- Women as negotiators: Advantage or Disadvantage?
Please join us for interesting panel discussions and great networking on November 2 at:
1777 F Street NW
Washington, DC 20006
The agenda and registration information is available here.
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Women: Protect Yourself. Do You Practice Safe Tax?
October 11, 2011 | Subscribe to our RSS Feed
Announcing the 2nd seminar in the Women: Protect Yourself. Strategies for Navigating Life’s Stages series.
Starting and running your own business can be a daunting endeavor. It can also be an extremely rewarding experience, assuming you set yourself up for success. Join us for BUSINESS 101 on November 15th to learn how to start and run your business successfully.
If you missed our last seminar, download the Top 5 Tips for Retiring and Empty Nester Women here!
BUSINESS 101
Set Yourself Up For Success
How to Start and Run a Business
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Protect Yourself Financially:
“Do You Practice Safe Tax?”
Tammy Schneider, CPA, Director of Women in Business, Glass Jacobson
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Protect Yourself Legally:
“Preventative Measures Now to Avoid Expensive Problems Later”
Lauren B. Ades, Esquire, Hodes, Pessin & Katz, P.A.
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Protect Your Health:
Effective Stress Management Techniques
Fitness with Lynne Brick’s
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November 15, 2011
11:45am-1:30pm
Lunch will be served
Hodes Pessin & Katz, P.A.
901 Dulaney Valley Road, Ste. 500
Towson, MD 21204
(next to Sheraton)
THIS SEMINAR S IS FREE, BUT RSVP REQUIRED!
October Networking Event
October 3, 2011 | Subscribe to our RSS Feed
Clients and friends,
Glass Jacobson will be attending the Baltimore Accelerent breakfast on October 12th. If you are interested in networking with 200 of Baltimore’s business leaders and hearing what Don Yaeger, Sports Illustrated editor has to say about leadership, business and the Ravens, contact us about attending as a guest.
Click here for more information about Accelerent and Don Yaeger.
Empty Nesters- Protect Yourself! ~ Highlights from the day.
September 20, 2011 | Subscribe to our RSS Feed
Today, in partnership with Hodes, Pessin, & Katz, P.A., Glass Jacobson’s Women in Business Practice hosted the first in the 2011-2012 series, “Women: Protect Yourself. Financial & Legal Strategies for Navigating Life’s Stages.” The series is dedicated to helping women navigate the unique challenges they face.
Today’s seminar, held over lunch, focused on women in the empty nest stage. Women at this time in their lives finally have a moment to think about their own future! Christine Schmitz of Glass Jacobson shared some interesting financial tools women can use to accumulate assets for their retirement, Kim Battaglia of Hodes, Pessin and Katz talked about legal ways to protect those assets, and our special guest, Elise Rubinstein, a Health Coach, helped us understand how we can feel good enough to enjoy them.
We will be posting the tools, articles and handouts from today’s session here.
Our next seminar, Business 101, is scheduled for November 15th from 11:45-1:30. More details to follow.