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®, AIF®

Managing Director, CEO

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

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

Andrew Wohlberg, MBA

Wealth Advisor

Byron T. Deese

Relationship Development Manager

Dovid Price, CFP®

Senior Wealth Advisor

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

Chief Compliance Officer

Jake Sand, CIMA®

Operations Manager

Patty Blotzer

Client Services Administrator

Jamie Brothers

Client Services Administrator

Joseph McCarthy, CFP®, ChFC®

Senior Wealth Advisor

Lilly Gong, CPA

Lead Advisor

Accounting/Tax

Marc Friedman, CPA

Principal

Alan I. Fox, CPA, CVA

Principal

Richard A. Barsky, CPA

Principal

Larry S. Goldberg, DDS, CPA

Director of Dental CPA Practice

Samuel T. Cohen, CPA

Tax Principal

Harvey Finkelstein, MST, CPA

Tax Principal

Lee Kirby, CPA

Principal

Barry L. Dahne, JD, CPA

Principal

Irvin M. Baddock, MST, CPA

Principal

Steve Levine, MBA, CPA

Principal

Scott S. Keen, CPA

Principal, Audit and Assurance Services

Richard Osikowicz AIF®

Director of Retirement Plan Services

Randy Day

Director of Operations

David Abrahamson, JD

Senior Tax Manager

Faith Gershowitz, CPA, CGMA

Senior Tax Manager

Patrick Joerz, CPA, CGMA

Senior Manager | Audit & Assurance Services

R. Daniel Gartrell, CPA, JD

Senior Tax Manager

Andrea Montali, CPA

Manager, Client Services

Christine Williams

Senior Manager, Client Business Services

Dawn Greene

Project Manager & Rockville Office Manager

Jody Pollinger, CPA

Senior Manager

Tristan F. Spence, CPA, CVA

Manager, Audit and Assurance Services

Anastasia Sidorenkova

Senior Accountant

April Zalewski

Business Office Manager

Brooke Spero

Business Office Associate

Cheryl McCann, CPA

Senior Accountant

Eric Shedlock

Senior Accountant

Erica Rothouse

Client Services Administrator

Hugh Vivian

Manager, Accounting & Tax Services

Sheriene Harris

Senior Accountant

Jonathan Lawton

Senior Accountant

Mitali Maharjan

Administrative Assistant

Judy Moore

Administrative Specialist

Bukola Fajana

Staff Accountant

Kimberley Turek

Support Manager

Le (Nhung Le)

Staff Accountant

Lisa Klimko, CPA

Manager

Monica L. Sarver, EA

Manager

Rebecca Mesones

Client Services Administrator

Speak to Wealth Management Advisors

Send us a message and we will match you with the best specialist based on your situation.