175 Highland Avenue
Certified Public Accountant & Wealth Management Advisor
Mary Ann Glassman provides administrative support for both our accounting and investment clients. With 25 years of experience with the firm she handles payroll, bookkeeping and a variety of other administrative duties.
Wealth Management Adviser and Senior Accountant
Mike Kofman joined the firm part-time in 2009. After completing college in 2014 he joined the firm full-time as an accountant, investment assistant and client relations manager. He is pursuing his investment, insurance, and enrolled...