Our Team

OUR TEAM

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

Edward J. Jacobson, CPA, CVA

Managing Director, Firm President

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

Michael W. Cohen, CPA, CGMA

Managing Director, CFO

Steven G. Albert, CPA, MST Glass Jacobson Financial Group

Steven G. Albert, MST, CPA

Managing Director, Tax Services

All

Bart W. Scheffel, CPA, CVA

Managing Director, Audit and Assurance Services

All

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

Managing Director, CEO - Investment Advisory Services

Michael Creamer Glass Jacobson Financial Group (2)

Michael K. Creamer, CPA, CFP®, CDFA, ADPA, AIF®, BFA™

Managing Director of Rockville Office

All

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

All

Jonathan Dinkins II, CPA, CIMA®, AIF®

Director of Wealth Advisory Services

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

Christine R. Schmitz, CPA, PFS, CFP®, LTCP Glass Jacobson Financial Group

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

Director of Wealth Advisory Services

Marina Sidelnikova, CPWA®, MBA, MS Glass Jacobson Financial Group

Marina Sidelnikova, MBA, MS, CPWA®, AIF®

Director of Wealth Advisory Services

Randy Day Glass Jacobson Financial Group

Randy Day

Director of Administration

Faith Gershowitz Glass Jacobson Financial Group

Faith Gershowitz, CPA, CGMA

Senior Tax Manager

Maria Grinkrug Glass Jacobson Financial Group

Maria Grinkrug, CPA

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

Client Services Manager

Barbara Carmody, CPA, Glass Jacobson Financial Group

Barbara Carmody, CPA

Manager | Audit & Assurance Services

Byron T. Deese Glass Jacobson Financial Group

Byron T. Deese

Relationship Development Manager

Christine Williams Glass Jacobson Financial Group

Christine Williams

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

Manager, Audit and Assurance Services

All

Tristan F. Spence, CPA, CVA

Manager, Audit and Assurance Services

Anastasia Sidorenkova Glass Jacobson Financial Group

Anastasia Sidorenkova

Senior Accountant

Avraham Levitan, CAMS, CFE Glass Jacobson Financial Group

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

Deputy Chief Compliance Officer

Trey Ingram Glass Jacobson Financial Group

Trey Ingram, CAIA®, CFP®

Senior Wealth Advisor

All

George Toulson, CFA, CFP®

Senior Wealth Advisor

Andrew Wohlberg, MBA Glass Jacobson Financial Group

Andrew Wohlberg, MBA

Financial Advisor

April Ruck Glass Jacobson Financial Group

April Ruck

Business Office Coordinator

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Batsheva Friedman

Senior Accountant

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Brooke Spero

Business Office Associate

Cheryl McCann, CPA Glass Jacobson Financial Group

Cheryl McCann, CPA

Senior Accountant

All

Dovid Price

Financial Advisor

Eric Shedlock Glass Jacobson Financial Group

Eric Shedlock

Senior Accountant

Erica Rothouse Glass Jacobson Financial Group

Erica Rothouse

Client Services Administrator

Gia Prediger Glass Jacobson Financial Group

Gia Prediger

Tax Administrator

Hugh Vivian Glass Jacobson Financial Group

Hugh Vivian

Manager, Accounting & Tax Services

Sheriene Harris Glass Jacobson Financial Group

Sheriene Harris

Senior Accountant

Jake Sand Glass Jacobson Financial Group

Jake Sand, CIMA®

Operations Specialist

Jonathan Lawton Glass Jacobson Financial Group

Jonathan Lawton

Senior Accountant

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Judy Moore

Administrative Specialist

Todd-Norris-Glass-Jacobson-Financial-Group

Todd Norris, CFP®

Senior Wealth Advisor

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

Senior Accountant

Lisa Ulanow, CPA Glass Jacobson Financial Group

Lisa Ulanow, MS, CPA

Senior Accountant

Monica Sarver Glass Jacobson Financial Group

Monica L. Sarver, EA

Senior Accountant

Patty Blotzer Glass Jacobson Financial Group

Patty Blotzer

Client Services Administrator

Rebecca Mesones Glass Jacobson Financial Group

Rebecca Mesones

Client Services Administrator

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