OUR TEAM
Bart W. Scheffel, CPA, CVA
Managing Director, Audit and Assurance Services
Jonathan S. Dinkins, CPA/PFS, CIMA®, AIF®
Managing Director, CEO - Investment Advisory Services
Michael K. Creamer, CPA, CFP®, CDFA, ADPA, AIF®, BFA™
Managing Director of Rockville Office
Jonathan Dinkins II, CPA, CIMA®, AIF®
Director of Wealth Advisory Services
Christine R. Schmitz, MA, CPA, PFS, CFP®, LTCP
Director of Wealth Advisory Services
Marina Sidelnikova, MBA, MS, CPWA®, AIF®
Director of Wealth Advisory Services
Patrick Joerz, CPA, CGMA
Senior Manager | Audit & Assurance Services
Avraham Levitan, MA, IACCP®, CFE, AIF®
Deputy Chief Compliance Officer
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