OUR TEAM

Management Committee

Edward J. Jacobson, CPA, CVA Glass Jacobson Financial Group

Edward J. Jacobson, CPA, CVA

Managing Director

Michael W. Cohen, CPA, CGMA Glass Jacobson Financial Group

Michael W. Cohen, CPA, CGMA

Managing Director, CFO

Management Committee

Jonathan S. Dinkins, CPA/PFS, CIMA®, AIF®

Managing Director, CEO, CCO



Professional Staff

Professional Staff

Jonathan Dinkins II, CPA, CIMA®, AIF®

Director of Wealth Advisory Services

Richard Osikowicz Glass Jacobson Financial Group

Richard Osikowicz AIF®

Director of Retirement Plan Services

Professional Staff

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

Director of Wealth Advisory Services

Professional Staff

Steven Weisman, CPA, PFS, CGMA

Director of Wealth Advisory Services

Trey Ingram Glass Jacobson Financial Group

Trey Ingram, CAIA®, CFP®

Senior Wealth Advisor

Professional Staff

George Toulson, CFA, CFP®

Senior Wealth Advisor

Todd-Norris-Glass-Jacobson-Financial-Group

Todd Norris, CFP®

Senior Wealth Advisor

Andrew Wohlberg, MBA Glass Jacobson Financial Group

Andrew Wohlberg, MBA

Financial Advisor

Byron T. Deese Glass Jacobson Financial Group

Byron T. Deese

Relationship Development Manager

Professional Staff

Dovid Price

Financial Advisor

Avraham Levitan, CAMS, CFE Glass Jacobson Financial Group

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

Deputy Chief Compliance Officer

Jake Sand Glass Jacobson Financial Group

Jake Sand, CIMA®

Operations Manager

Patty Blotzer Glass Jacobson Financial Group

Patty Blotzer

Client Services Administrator

Professional Staff

Stephanie Sturdivant

Client Administrator


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