Brian is a vital member of our team who introduces fresh perspectives to our current and future clients. He holds degrees in both finance and accounting and applies his skills and knowledge with each client, as needed. Brian leads our management consulting and business development division. Regardless of the age or size of your company, Brian helps you focus on improving the efficiency and revenue of your business.
With over 40 years of experience in public accounting and servicing small and mid-sized businesses, Jonathan focuses on taxation related to individuals, trusts and estates. He also devotes his time to serving on numerous boards of directors for various not-for-profit organizations.
Jonathan is a member of the American Institute of Certified Public Accountants, the Maryland Association of Certified Public Accountants, and the Maryland Society of Accounting and Tax Professionals. When not in the office he enjoys time with his family and friends, rooting for the Orioles, Ravens and Capitals, and always has a book close at hand.