OUR TEAM

Management Committee

Professional Staff

Professional Staff

Director of Wealth Advisory Services

Richard Osikowicz Glass Jacobson Financial Group

Director of Retirement Plan Services

Professional Staff

Director of Wealth Advisory Services

Professional Staff

Director of Wealth Advisory Services

Professional Staff

Director of Wealth Advisory Services

Trey Ingram Glass Jacobson Financial Group

Senior Wealth Advisor

Professional Staff

Senior Wealth Advisor

Todd-Norris-Glass-Jacobson-Financial-Group

Senior Wealth Advisor

Andrew Wohlberg, MBA Glass Jacobson Financial Group

Financial Advisor

Byron T. Deese Glass Jacobson Financial Group

Relationship Development Manager

GJFG-Circle-Logo-Fixed

Retirement Plan Services Manager

Professional Staff

Financial Advisor

Avraham Levitan, CAMS, CFE Glass Jacobson Financial Group

Deputy Chief Compliance Officer

Jake Sand Glass Jacobson Financial Group

Operations Manager

Patty Blotzer Glass Jacobson Financial Group

Client Services Administrator

Professional Staff

Client Services Administrator

Professional Staff

Client Administrator

Speak to Wealth Management Advisors

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