OUR TEAM

Management Committee


Professional Staff

Professional Staff

Director of Wealth Advisory Services

Richard Osikowicz Glass Jacobson Financial Group

Director of Retirement Plan Services

Professional Staff

Director of Wealth Advisory Services

Professional Staff

Director of Wealth Advisory Services

Professional Staff

Director of Wealth Advisory Services

Trey Ingram Glass Jacobson Financial Group

Senior Wealth Advisor

Professional Staff

Senior Wealth Advisor

Todd-Norris-Glass-Jacobson-Financial-Group

Senior Wealth Advisor

Professional Staff

Senior Wealth Advisor

Andrew Wohlberg, MBA Glass Jacobson Financial Group

Financial Advisor

Byron T. Deese Glass Jacobson Financial Group

Relationship Development Manager

Professional Staff

Retirement Plan Services Manager

Professional Staff

Financial Advisor

Avraham Levitan, CAMS, CFE Glass Jacobson Financial Group

Deputy Chief Compliance Officer

Jake Sand Glass Jacobson Financial Group

Operations Manager

Patty Blotzer Glass Jacobson Financial Group

Client Services Administrator

Professional Staff

Client Services Administrator


Accounting/Tax

Accounting/Tax

Marc Friedman, CPA

Principal

Alan I. Fox, CPA, CVA Glass Jacobson Financial Group

Alan I. Fox, CPA, CVA

Principal

Richard Barsky Glass Jacobson Financial Group

Richard A. Barsky, CPA

Principal

Larry S. Goldberg, DDS, CPA Glass Jacobson Financial Group

Larry S. Goldberg, DDS, CPA

Director of Dental CPA Practice

Samuel T. Cohen, CPA Glass Jacobson Financial Group

Samuel T. Cohen, CPA

Tax Principal

Harvey Finkelstein, CPA, MS Taxation Glass Jacobson Financial Group

Harvey Finkelstein, MST, CPA

Tax Principal

Lee Kirby, CPA, Glass Jacobson Financial Group

Lee Kirby, CPA

Principal

Barry L. Dahne, CPA, JD Glass Jacobson Financial Group

Barry L. Dahne, JD, CPA

Principal

Irvin M. Baddock, CPA Glass Jacobson Financial Group

Irvin M. Baddock, MST, CPA

Principal

Steve Levine, CPA Glass Jacobson Financial Group

Steve Levine, MBA, CPA

Principal

Scott S. Keen, CPA Glass Jacobson Financial Group

Scott S. Keen, CPA

Principal, Audit and Assurance Services

Richard Osikowicz Glass Jacobson Financial Group

Richard Osikowicz AIF®

Director of Retirement Plan Services

Randy Day Glass Jacobson Financial Group

Randy Day

Director of Operations

Accounting/Tax

David Abrahamson, JD

Senior Tax Manager

Faith Gershowitz Glass Jacobson Financial Group

Faith Gershowitz, CPA, CGMA

Senior Tax Manager

Patrick Joerz, CPA,CGMA Glass Jacobson Financial Group

Patrick Joerz, CPA, CGMA

Senior Manager | Audit & Assurance Services

Daniel Gartrell, CPA, JD

R. Daniel Gartrell, CPA, JD

Senior Tax Manager

Andrea Montali, CPA, Glass Jacobson Financial Group

Andrea Montali, CPA

Manager, Client Services

Christine Williams Glass Jacobson Financial Group

Christine Williams

Senior Manager, Client Business Services

Dawn Greene Glass Jacobson Financial Group

Dawn Greene

Project Manager & Rockville Office Manager

Jody Pollinger, CPA Glass Jacobson Financial Group

Jody Pollinger, CPA

Senior Manager

Accounting/Tax

Tristan F. Spence, CPA, CVA

Manager, Audit and Assurance Services

Anastasia Sidorenkova Glass Jacobson Financial Group

Anastasia Sidorenkova

Senior Accountant

April Ruck Glass Jacobson Financial Group

April Zalewski

Business Office Manager

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Brooke Spero

Business Office Associate

Cheryl McCann, CPA Glass Jacobson Financial Group

Cheryl McCann, CPA

Senior Accountant

Eric Shedlock Glass Jacobson Financial Group

Eric Shedlock

Senior Accountant

Erica Rothouse Glass Jacobson Financial Group

Erica Rothouse

Client Services Administrator

Hugh Vivian Glass Jacobson Financial Group

Hugh Vivian

Manager, Accounting & Tax Services

Sheriene Harris Glass Jacobson Financial Group

Sheriene Harris

Senior Accountant

Jonathan Lawton Glass Jacobson Financial Group

Jonathan Lawton

Senior Accountant

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Mitali Maharjan

Administrative Assistant

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Judy Moore

Administrative Specialist

Accounting/Tax

Bukola Fajana

Staff Accountant

Kim Turek Glass Jacobson Financial Group

Kimberley Turek

Support Manager

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Le (Nhung Le)

Staff Accountant

Lisa Klimko CPA Glass Jacobson Financial Group

Lisa Klimko, CPA

Manager

Monica Sarver Glass Jacobson Financial Group

Monica L. Sarver, EA

Manager

Rebecca Mesones Glass Jacobson Financial Group

Rebecca Mesones

Client Services Administrator


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