Our Team

OUR TEAM

  • All
  • Partners
  • Accounting/Tax
  • Financial Services
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
Bart W. Scheffel, CPA, CVA
Managing Director, Audit and Assurance Services
Jonathan S. Dinkins, CPA/PFS, CIMA®, AIF®
Managing Director, CEO - Investment Advisory Services
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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
Ronald I. Silas Glass Jacobson Financial Group
Ronald I. Silas
Principal
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
Michael Creamer Glass Jacobson Financial Group (2)
Michael K. Creamer, CPA, CFP®, CDFA, ADPA, AIF®, BFA™
Principal, Tax & Planning Services
Director of Wealth Advisory Services
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
Steve Levine, CPA Glass Jacobson Financial Group
Steve Levine, MBA, CPA
Principal
Irvin M. Baddock, CPA Glass Jacobson Financial Group
Irvin M. Baddock, MST, CPA
Principal
Scott S. Keen, CPA Glass Jacobson Financial Group
Scott S. Keen, CPA
Principal, Audit and Assurance Services
Jonathan Dinkins II, CPA, CIMA®, AIF®Glass Jacobson Financial Group
Jonathan Dinkins II, CPA, CIMA®, AIF®
Director of Wealth Advisory 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
Austin Abell Glass Jacobson Financial Group
Austin Abell
Director of Operations
Faith Gershowitz Glass Jacobson Financial Group
Faith Gershowitz, CPA, CGMA
Senior Tax Manager
R. Daniel Gartrell, CPA, JD
Senior Tax Manager
Barbara Carmody, CPA, Glass Jacobson Financial Group
Barbara Carmody, CPA
Manager | Audit & Assurance Services
Tristan Spence Glass Jacobson
Tristan F. Spence, CPA, CVA
Manager, Audit and Assurance Services
Christine Williams Glass Jacobson Financial Group
Christine Williams
Manager, Client Business Services
Andrea Montali, CPA, Glass Jacobson Financial Group
Andrea Montali, CPA
Client Services Manager
Dawn Greene Glass Jacobson Financial Group
Dawn Greene
Executive Administrator/Office Manager
Jody Pollinger, CPA Glass Jacobson Financial Group
Jody Pollinger, CPA
Manager, Audit and Assurance Services
Maria Grinkrug Glass Jacobson Financial Group
Maria Grinkrug, CPA
Senior Tax Manager
Patrick Joerz, CPA,CGMA Glass Jacobson Financial Group
Patrick Joerz, CPA, CGMA
Manager | Audit & Assurance Services
Alix L. Day, M.Ed. Glass Jacobson Financial Group
Alix L. Day, SHRM-CP, M.Ed
Human Resources & Business Office Coordinator
Anastasia Sidorenkova Glass Jacobson Financial Group
Anastasia Sidorenkova
Staff 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®
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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Brooke Cohen
Business Office Associate
Byron T. Deese Glass Jacobson Financial Group
Byron T. Deese
Relationship Development Manager
Chris Wise Glass Jacobson Financial Group
Chris Wise
Marketing Coordinator
Cheryl McCann, CPA Glass Jacobson Financial Group
Cheryl McCann, CPA
Senior Accountant
Eric Shedlock Glass Jacobson Financial Group
Eric Shedlock
Staff Accountant
Erica Rothouse Glass Jacobson Financial Group
Erica Rothouse
Client Services Administrator
Gia Prediger Glass Jacobson Financial Group
Gia Prediger
Tax Administrator
Hao Fong, CPA Glass Jacobson Financial Group
Hao Fong, CPA
Staff Accountant
Hugh Vivian Glass Jacobson Financial Group
Hugh Vivian
Senior Accountant
Jacob Sidelnikov Glass Jacobson Financial Group
Jacob Sidelnikov
Information Technology Coordinator
Jake Sand Glass Jacobson Financial Group
Jake Sand
Operations Specialist
Jonathan Lawton Glass Jacobson Financial Group
Jonathan Lawton
Senior Accountant
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Judy Moore
Client Services Administrator
Katrina Frisby Glass Jacobson Financial Group
Katrina Frisby
Client Services Administrator
Kim Turek Glass Jacobson Financial Group
Kimberley Turek
Support Manager
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Le (Nhung Le)
Client Services Administrator
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 A. Regnier, Glass Jacobson Financial Group
Rebecca Regnier
Senior Accountant
Sheriene Harris Glass Jacobson Financial Group
Sheriene Harris
Senior Accountant

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