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
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
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