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, CCO Investor Members Marina Sidelnikova, MBA, MS, CPWA®, AIF® Principal Michael K. Creamer, CPA, CFP®, CDFA, ADPA, AIF®, BFA™ Principal Steven G. Albert, MST, CPA Principal Bart W. Scheffel, CPA, CVA Principal Professional Staff Jonathan Dinkins II, CPA, CIMA®, AIF® Director of Wealth Advisory Services 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 Trey Ingram, CAIA®, CFP® Senior Wealth Advisor George Toulson, CFA, CFP® Senior Wealth Advisor Todd Norris, CFP® Senior Wealth Advisor Andrew Wohlberg, MBA Financial Advisor Byron T. Deese Relationship Development Manager Dovid Price Financial Advisor Avraham Levitan, MA, IACCP®, CFE, AIF® Deputy Chief Compliance Officer Jake Sand, CIMA® Operations Manager Patty Blotzer Client Services Administrator Stephanie Sturdivant Client Administrator Speak to Wealth Management AdvisorsSend us a message and we will match you with the best specialist based on your situation. Please enable JavaScript in your browser to complete this form.Name *Email *Phone *Business/OrganizationMessage *GDPR Agreement *I consent to having this website store my submitted information so they can respond to my inquiry.EmailSubmit