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

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, COO

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

Randy Beeman

Director of Wealth Advisory Services

Trey Ingram, CAIA®, CFP®

Senior Wealth Advisor

George Toulson, CFA, CFP®

Director of Wealth Advisory Services

Todd Norris, CFP®

Senior Wealth Advisor

Zubair Khan, CFA, CFP®

Director of Wealth Advisory Services

Andrew Wohlberg, MBA

Wealth Advisor

Byron T. Deese

Relationship Development Manager

Dovid Price, CFP®

Senior Wealth Advisor

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

Chief Compliance Officer

Jake Sand, CIMA®

Operations Manager

Patty Blotzer

Client Services Administrator

Jamie Brothers

Client Services Administrator

Joseph McCarthy, CFP®, ChFC®

Senior Wealth Advisor

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