Our Professionals

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Scott Goldberger, JD, CPA

Principal

Estate & Trust

Boca Raton

Maximilian Halasz, CPA, CFF, CVA

Senior Manager

Forensic, Advisory and Valuation Services

Miami

Marjorie Horwin, CPA

Principal

Tax

Boca Raton

Sandi Jarrett, EA

Senior Manager

Entrepreneurial Services

Ft. Lauderdale

Michele Keim

Manager

Entrepreneurial Services

Boca Raton

Todd Kesterson, CPA

Principal

Family Office Services

Boca Raton, Miami

David Liska

Senior Wealth Advisor and Insurance Advisor

Ft. Lauderdale

Betty Lopez

Professional

Family Office Services

Miami

Isaac Mizrahi, CPA

Manager

Tax

Ft. Lauderdale

Michelle Morris-Penn, CPA, FCCA, CISA

Principal

Family Office Services

Miami

Deborah P. Morrison, CPA

Tax Director

Estate & Trust

Miami