Our Professionals

Betty Lopez

Senior Manager

Family Office Services

Miami

Michelle Morris-Penn, CPA, FCCA, CISA

Principal

Family Office Services

Miami

Sophia Ohn, CPA

Senior Manager

Entrepreneurial Services

Boca Raton

James A. Osteen, JD, LL.M., CPA

Principal

Estate & Trust

Miami

Jay Pelham – Kaufman Rossin, CFP®

Principal

Client Services

Miami

Andrew Plinto, CPA

Senior Manager

Entrepreneurial Services

Boca Raton

Jennifer Quent

Director

Family Office Services

Palm Beach Gardens

The Kaufman Rossin Group consists of Kaufman Rossin CPAs and Advisors, a professional association providing accounting and advisory services; its wholly owned subsidiaries Kaufman Rossin Wealth, LLC, an Investment Adviser; Kaufman Rossin Insurance Services, an insurance solutions provider; Kaufman Rossin Registries, LLC, a registered agent; and Kaufman Rossin Professional Services Private Limited, an India-based professional services provider; as well as its affiliated entities, Kaufman Rossin Alternative Investment Services, LLC, a full-service fund administration provider, and Mary Street Capital, an investment banking affiliate.

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Our Professionals

Betty Lopez

Ali Mendoza, CPA

Brandi Miller

Michelle Morris-Penn, CPA, FCCA, CISA

Deborah P. Morrison, CPA

Sophia Ohn, CPA

James A. Osteen, JD, LL.M., CPA

Michael Paulosky, CPA

Jay Pelham – Kaufman Rossin, CFP®

Andrew Plinto, CPA

Nathaniel Potter, CPA

Jennifer Quent

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