A business-oriented financial team …

Michael W. Cohen, CPA
Michael directs the firm’s technology and business development efforts, specializing in financing, business strategy and business partnerships, and is a founding managing member of Glass Jacobson Investment Advisors, LLC.

Edward J. Jacobson, CPA, CVA
Ed specializes in litigation support, buy/sell agreements, financial planning, health care and certified business valuations. Ed is also a founding managing member of Glass Jacobson Investment Advisors, LLC.

Jonathan S. Dinkins, CPA/PFS, CIMA®, AIF®, CMFC
Jonathan is a managing member of Glass Jacobson Investment Advisors, LLC.  He specializes in wealth management, advising senior executives, high net-worth individuals, as well as institutional investors and retirement plan sponsors.

Steven G. Albert, CPA, MST
Steve is Glass Jacobson's Director of Tax Services and is extensively involved with real estate purchases and sales, as well as estate, divorce and retirement planning.

Jeffrey E. Davis, CPA
Jeff directs the firm’s Health Care Services Group, bringing a full range of practice management and accounting expertise to health care providers.

Steven S. Levine, CPA
Steve specializes in strategic business planning for small to mid-sized businesses, buy/sell agreements and estate tax issues. As a director, Steve’s responsibilities include oversight of Glass Jacobson’s work flow.

Bart W. Scheffel, CPA, CVA
Bart has extensive experience with the accounting side of construction, real estate and hospitality industries, and performs certified business valuations. He directs Glass Jacobson’s Construction Services Group.

Comprehensive financial services, in-house.