Our Distinguished Membership

With over 40 years of experience in the financial industry, Alan brings invaluable knowledge to our team. A Certified Public Accountant (CPA), Alan began his career by establishing a tax practice, Rothstein & Co., CPA’s. Recognizing the growing need for more comprehensive financial advice among his clients, he expanded his services and founded Asset Strategies, Inc., a fee-only registered investment firm, over 20 years ago.

Alan’s journey has been defined by an unwavering commitment to PEOPLE—clients, team, and community. He believes that financial advising is not just about numbers, but about understanding the unique stories and needs of each individual. 

Known for his humor, honesty, and love for the Yankees, Alan ensures that every interaction is not only informative but also enjoyable. He understands that behind every financial decision is a person or family, and he takes great pride in being a trusted advisor and confidant.

In 2024, Alan was proud to merge his business with his daughter’s, together leading Siena Private Wealth. This partnership has not only strengthened the firm's capabilities but also fulfilled his vision of working and growing alongside his family.

As Alan continues to lead with passion and integrity, he remains dedicated to fostering a culture of trust and excellence within the firm, aiming to provide every client the highest level of personalized financial guidance. 

Education:

• MA in Business, Western New England 
• BS in Accounting, New York University

Certifications:

• Personal Financial Services (PFS)

Community Engagement:

• Probus Club
• Journey Home
• The Box Project

As a partner in Schulman Lobel, Andy provides business management for performing and creative artists, athletes, and other celebrities, including US nonresident aliens, as well as tax and financial planning for high net-worth individuals and their closelyheld businesses. In addition, he has special expertise in representing clients in the settlement of tax controversies. While his career focus has been personal financial planning (PFP), at Schulman Lobel his predominant clientele have careers in screen, television, and live stage, including several nominees and winners of Academy, Emmy and Tony Awards. The firm also represents other established talents such as authors, photographers, painters, musical performers, songwriters, models, and athletes. Additionally, Andy has developed an expertise in the representation of nonresident alien performing and creative artists; presently the firm represents over a dozen British artists.

The financial media has often acknowledged Andy’s expertise including Worth magazine naming him one of the nation’s Best Financial Advisers for several consecutive years, Accounting Today including him as one of the 50 Names To Know In Financial Planning each time this list of “influential practitioners” has been published, and Consumers’ Research Council Of America listing him in their Guide To America’s Best Financial Planners. Furthermore, his financial and tax advice has appeared in dozens of publications including The Wall Street Journal, Investor’s Business Daily, USA Today, The New York Times, The Los Angeles Times, The Daily News, The Star Ledger, The Record, The Arizona Republic, Newsweek, Business Week, Kiplinger’s Personal Finance, Worth, Financial Planning, Dow Jones Investment Advisor, and Accounting Today and he has been a featured guest on ABC, Fox, CNN, E!, and Bloomberg among others.

Andy co-authored the AICPA publication Guide To Planning For Performing And Creative Artists and edited the AICPA course Tax Considerations For Professional Athletes And Entertainers. He also appeared in the AICPA video Education Funding. He assisted the AICPA in planning its Certificate of Educational Achievement program in PFP, as well as planning and lecturing at several of the AICPA’s PFP Technical Conferences and PFP Investment Conferences. He has also edited PFP materials for The CPA Journal, as well as for other professional publications and has lectured throughout the country on the subjects of PFP and his specialty of representing performing and creative artists. He is proud to have assisted the New York State Society of CPAs in developing their Task Force to provide pro bono assistance to victims of the September 11th disaster and of creating and developing, as well as serving as the chairman of the Disaster Recovery Conference held in New York City in February, 2002.

Andy holds several professional licenses. He has active CPA Licenses in New York, California, and New Jersey. In 2006, Andy obtained a New York Life, Accident, & Health License and has since been licensed in several other states.

Andy earned a BSBA in Accounting at Boston University’s School of Management, graduating Magna Cum Laude. He earned an MBA in Taxation at Fairleigh Dickinson University graduating with honors.

In 2013, Andy authored a two-part article, “Tackling TaxPlanning of Nonresident Alien Artists,” for the Law Journal Newsletters, Entertainment Law & Finance.

Ann joined the firm in 2007. Her expertise is in the areas of portfolio management and financial planning. Ann regularly works with clients to provide them with a comprehensive analysis and evaluation of their financial needs including investments, tax, estate planning, retirement goals, insurance, and cash flows.

Ann is a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER™, a Personal Financial Specialist, and an Accredited Estate Planner. She has over 35 years of public accounting experience as well as financial planning experience as a partner of the accounting firm, Schwartz & Hofflich LLP, CPA. She has maintained a focus on financial planning and portfolio management for a majority of her career.

Ann graduated with a BS Cum Laude from Sacred Heart University and has a diploma in financial planning from the College of Financial Planning. Ann is a past President of the Connecticut Society of CPA’s, and is a past President of the Estate Planning Council of Lower Fairfield County.

Founder of both Desmond Wealth Management and Desmond Consulting Group, Greg is a successful CPA and Certified Financial Planner (CFP)® with over 35 years of experience. He has earned the CPA specialty designation of Personal Financial Specialist (PFS), a designation held by less than 5,000 CPAs nationwide.

With the increased demand of clients seeking a trusted advisor, Greg founded both companies to serve as a personal CFO, taking care of all the critical areas of a client’s financial picture – income taxes, IRA and Pension distributions, investment portfolio design and maintenance, retirement income, estate planning, business formation, and planning.

Greg is an active board member and sits on the CalCPA State Personal Financial Planning Committee. He is a member of the American Institute of Certified Public Accountants, and the Estate Planning Council of Diablo Valley. Greg has been a guest expert on KRON4 News, San Francisco for their financial planning forum feature to educate investors and offer investment insight. He has also been interviewed by Leslie Brinkley for Channel 7 (KGO) News commenting on the effects of markets on retirees.

Greg received a bachelor’s degree in Economics from UC Santa Barbara and now resides in the Bay Area where he enjoys golf, cycling, skiing, crafting wood furniture, wine collecting, jazz, and volunteerism. His favorite philanthropies are Komen for the Cure, Contra Costa Food Bank, and ARF.

He was the founder of The Overseas Oversight Group in 1998 that has oversight responsibilities as protector of overseas trusts and companies, along with three other financial advisory organizations. He sold his investment advisory business in 2012 and co-founded Precision Fiduciary Analytics Inc. in 2014 with Stewart Frank CPA/PFS, AIFA. In 2019 they organized THE INSTITUTE FOR PORTFOLIO DIVERSIFICATION (PFI). Mr. Vernazza is Managing Director of the Institute. PFI’S MISSION is to provide Artificial Intelligence capable of facilitating the procedural process necessary to manage the benefits of diversification and satisfying compliance with fiduciary laws and regulations. The benefits of diversification are readily achievable using the User-Driven Artificial Intelligence developed by The Institute.

Ben became a CPA in 1961 and he was an investment adviser for 40 years. He is a graduate of Stanford University with a BA in Economics and a joint MA from the Stanford Business School and the Food Research Institute where he was coached by his mentor, Professor Dr. Karl Brandt, a member of President Eisenhower’s Council of Economic Advisers. Ben received the Private Sector Initiative Commendation from President Ronald Reagan in 1984.

He served four-year terms on committees of the American Institute of CPAs including the Investment Committee that had oversight over the pension and health plans of the employees of this 350,000 member organization. He is a past chairman of the AICPA special task force on International Tax Reporting Requirements. Prior to these nationwide professional assignments, he participated actively in California CPA Society Committees. Additionally, he served on the asset protection committee of the American Bar Association and as a member of the Probate and Trust Division.

Karen Goodfriend founded WealthValues in 2006. A CPA early in her career, Karen has also earned an MBA and two financial planning credentials, Personal Financial Specialist (PFS) and Certified Financial Planner (CFP®).

Karen is adept at discussing sensitive financial matters with clients; understanding their life goals, and serving as a guide in addressing a wide range of financial issues. She has advised many clients in the Silicon Valley in their navigation from planning to fruition of wealth from IPO's, acquisitions and significant compensation packages. Karen utilizes a holistic approach where planning and investing are intertwined. This method has been applied to lead clients to successful realization of financial and retirement goals. 

Karen has been quoted in numerous financial publications and major newspapers throughout the country. She is a frequent speaker and author of articles for professionals on stock option planning issues and other personal finance topics.

She has served as a member of the Silicon Valley Community Foundation's Professional Advisor League, along with the Personal Financial Planning Executive Committee and Financial Literacy Commission for the American Institute of CPA's. She is the past Chair of the State Personal Financial Planning Committee for the California Society of CPAs. Karen was honored with the 2011 Personal Financial Planning Division Distinguished Service award by the American Institute of CPA's.

Kelly A. Galardi is a Certified Public Accountant based in Doylestown, Pennsylvania, with over 20 years of experience in public accounting. She founded her tax focused firm in 2020 after a long career at national and regional accounting firms, bringing big-firm technical expertise together with a highly personalized, client-focused approach.  Kelly is a member of the PICPA and AICPA.

Kelly works closely with privately owned businesses and their owners, helping clients navigate complex tax planning and compliance matters with clarity and confidence. Her professional focus is on proactive tax planning, and she prefers meeting with newer clients 3 times per year to discuss progress towards goals and plan tax efficiencies.  She has experience and proven success representing clients before the IRS and state taxing authorities due to audit, offers in compromise, penalty abatement requests, and tax reconsiderations.  She frequently collaborates with attorneys, financial advisors, insurance professionals, and bankers to deliver comprehensive financial solutions.

Kelly is a first-generation college graduate who earned her bachelor’s degree from La Salle University in Philadelphia, with dual majors in Accounting and English (Creative Writing). She began her career while still in school, working as a junior cost accountant during her sophomore and junior years for the Albert Einstein Healthcare Network.  She has built her practice around a strong commitment to proactive service, accessibility, and long-term client relationships.

In addition to her professional work, Kelly has a deep commitment to community service and nonprofit leadership. She has held Board of Directors positions with both The Breastfeeding Resource Center and Pathways to Housing PA. The Breastfeeding Resource Center supports families through education, counseling, and advocacy to promote breastfeeding and maternal health, while Pathways to Housing provides housing-first solutions and supportive services for individuals experiencing homelessness. In these roles, Kelly contributed financial oversight, governance leadership, and strategic support to strengthen organizational sustainability and impact.

Kelly also served her local community as an elected public official on the Doylestown Township Board of Auditors, completing a six-year term in 2024. In this role, she applied her accounting expertise to promote transparency, fiscal responsibility, and sound financial stewardship in municipal government.

Outside of her professional and civic commitments, Kelly is proud of being a mother and stepmother. Her personal experience as a working parent and business owner informs her empathetic, practical approach to clients and their families.  

For the past 16 years Liz L Flores has been providing financial planning advice and services. By fostering a long-term relationship with every client, she has created a foundation basedon understanding each person’s unique needs and objectives, thus allowing her to help clients obtain their goals. Liz works with integrity, objectivity and experience to help clients and their families pursue financial security...

As a Certified Public Accountant and a Personal Financial Specialist she is required to adhere to the American Institute of Certified Public Accountant’s Code of Professional conduct.

She graduated with a Bachelor of Science in Accounting from San Jose State University. Then became a Certified Public Accountant, providing tax services. Wanting to help client’s with more specific financial services she pursued the Personal Financial Specialist (PFS) accreditation from the American Institute of Certified Public Accountants.

Liz is a member of American Institute of Certified Public Accountants, (AICPA), the California Society of Certified Public Accountants (CalCPA). She is a committee member of the California CPA Society’s Personal Financial Planning Committee. She served on the Personal Financial Planning Executive Committee and Financial Literacy Commission for the American Institute of CPA’s.

She has serviced as the Treasurer of the Fallen Officer Foundation of Santa Cruz County since 2004.

The best thing about the work I do is knowing that you have made a positive difference in your client’s lives.

In her free time Liz enjoys spending time with her husband and son as well as friends. She loves to cook and garden and taking long walks with her dogs on the beach.

Mackey McNeill is the Founder and President/CEO of Mackey Advisors™ The Prosperity People.  Mackey Advisors has been recognized as one of the largest women-owned businesses  in  Greater Cincinnati.   She  has  been  quoted  in  The Wall  Street  Journal,  TIME,  Money andReader’s Digest, along with many other publications. 

Mackey  Advisors,  The  Prosperity  People,  is  a  multidisciplinary  financial  services  firm  serving  the small to mid-size business community in Greater Cincinnati and beyond. The firm brings a diverse set of talents, including, CPA, PFS, CFP, MBA, Controller, Bookkeeper, Tax Specialist together using their  unique,  award  winning  process,  The  Prosperity  Experience  (TPE).    TPE  for  Individuals  and Couples helps clients builds a prosperity plan and coaches them to live into that plan throughout their lives.  TPE for Business begins by buildinga strategic and financial plan for the business, and then  coaches  business  owners  to  implement  the  plan  using  accountability,  monitoring  and predicting systems.

Mackey's passion is to support her clients in expanding their prosperity.  These ideas are captured in her award-winning book: The Intersection of Joy and Money, namedMost Life-Changing Book andOutstanding Book of the Year byIndependent Publishers.  

Mackey  has  the  credentials  to  support her  passion.   She  is  a  CPA,  Personal  Financial  Specialist, Investment  Advisor  Representative  and  a  certified  Enneagram  teacher.    A  native  Georgian, Mackey graduated cum laude from the University of Georgia.

 Professionally her honors include:

• Northern Kentucky Accounting Executive of the Year
• YWCA Career Woman of Achievement
• Cincinnati Business and Professional Woman of the Year
• Accountant Advocate of the Year by the Kentucky Small Business Administration
• WBC’s Top 10 Women of Private Bankers and Financial Planners

Mackey believes in and devotes a significant amount of her time to community service.  She has held active and leadership roles in many business and civic organizations such as:

• The Kenton County Conservancy
• The Kenton County Conservation District
• The Financial Literacy Task Force of the AICPA
• Northern Kentucky and Cincinnati Chambers of Commerce
• YCWA Board of Advisors
• Green Umbrella
• Boy Scouts of America

Mackey’s personal mission is to passionately expand prosperity in her community, in her life and in her relationships.

Marshall Rathmell, CPA®/PFS®, CFP® is the Managing Member of BCR® Wealth Strategies in Birmingham, Alabama.  BCR is a fiduciary, fee only, financial planning and wealth management firm that is Passionate about helping people succeed®.

Marshall’s time is split at BCR allowing him to continue his enjoyment of working with the financial puzzles clients bring to the table while managing the firm and mentoring associates who will one day take care of our clients themselves.

Marshall was born and raised in Birmingham. At least six generations of his family have called Birmingham home, as well. He is fortunate to have a large number of family members living within a short distance of his home.

Marshall and his wife, Susan, met while at the University of Alabama and married in 2007. Susan is the owner and a clinical psychologist at https://upwardbehavioralhealth.com/ serving people nationwide with insomnia treatment, autism/ADHD evaluations, and therapy for neurodivergent individuals. They have two young children. Their son, John Marshall, was born in 2008 and their daughter, Amelia, was born in 2011. 

Marshall is committed to community service and serves in leadership positions in several of Alabama’s non-profit organizations. His community service and business leadership led him to being in the Leadership Birmingham class of 2018 and being named 2015 Top 40 Under 40 by the Birmingham Business Journal.

Martin has been involved in the financial services industry since 1982. He served as the founding principal of Treybourne Wealth Planners from 1985 until it joined with Savant in 2021. Before founding Treybourne, Martin co-founded the accounting firm Sherman & Armbruster, LLP. Prior to that, he worked for a regional CPA firm and served as controller of a southside Indianapolis construction products company.

Martin earned a bachelor’s degree from the University of Notre Dame. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Public Accountant (CPA) and was awarded a Personal Financial Specialist (PFS) designation. He is a member of the American Institute of Certified Public Accountants (AICPA) and the Indiana CPA Society.

For eight years, Martin organized the St. Baldrick’s Foundation fundraising event in Indianapolis, raising more than $375,000 for children’s cancer research. He served in various leadership and consultative roles for the Johnson County Community Foundation for 31 years.

Martin is actively engaged in outdoor activities, including running, biking, hiking, and golf. He is married to Carol K. Armbruster, PhD., an author and teaching professor emeritus, department of kinesiology at Indiana University.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Mitchell Freedman is the founder and President of MFAC Financial Advisors, Inc., a Registered Investment Advisory (RIA) Firm. He is also the founder and President of M Freedman Co., Inc. an Accountancy Corporation, specializing in Multi-Family Office Services (Business Management) and Financial Counseling for performing and creative artists and individuals with complex and unique financial needs. Mr. Freedman is a licensed CPA in California and New York and an RIA. He earned the credential Personal Financial Specialist (PFS), from the American Institute of CPAs (AICPA). He received his bachelor’s degree from Adelphi University. Mr. Freedman is a founding member and past vice president of The All-Star Financial Group, Inc.

Mr. Freedman was a recipient of the Distinguished Service Award from the Personal Financial Planning (PFP) Section of the AICPA. He was named by Worth magazine as one of the '250 Best Financial Advisors' in the United States for five consecutive years. Accounting Today named him as one of the ‘Top 100 Most Influential People’ in the accounting profession for two consecutive years. The same publication named him to three consecutive lists of 50 ‘Name$ to Know in Financial Planning.’ The San Fernando Valley Business Journal recognized Mr. Freedman as one of the ‘25 Top CPAs in the San Fernando Valley.’ He is a sought-after speaker giving presentations throughout the United States and Canada before numerous groups on subjects related to tax, financial, investing, industry, eldercare, and pre- and post-disaster planning subject matters. He has appeared on CNN, “Entertainment Tonight,” BBC and numerous other television and radio programs. Mr. Freedman has authored articles for and been featured in many national news, accounting, financial planning, business, and general interest publications. He taught a course in personal finance for California State University, Northridge and he was formerly an adjunct professor in accounting for the Adelphi University Graduate School of Business.

Mr. Freedman is a member of the California Society of CPAs (CalCPA). He served five terms on CalCPA’s governing Council and one term as Trustee of the California CPA Education Foundation, where he Chaired the Investment Committee. Mr. Freedman is a founder of and former Chair of the CalCPA Financial Literacy Committee. He is both a past Chair and past Co-chair of CalCPA’s State PFP Committee and past Chair of CalCPA’s Communications Advisory Committee. Mr. Freedman currently serves as a member of the PFP Committee. He also served on the planning committees for the PFP, and Eldercare Conferences for the California CPA Education Foundation. Mr. Freedman is a member of the AICPA. He served for twelve years on the AICPA and Canadian Institute of Chartered Accountants Elder Care Task Force. He formerly served three-year terms each on the AICPA PFP Member Services Sub-committee and the AICPA PFP Executive Committee. Mr. Freedman has served on the Planning Committees and as a speaker for the AICPA Advanced PFP Conferences for five years.

Mr. Freedman co-authored both the Guide to Planning for Performing and Creative Artists and the Guide to Planning for Divorce, for the AICPA PFP Library. He edited Disaster Recovery, A Guide to Financial Issues, and Disasters and Financial Planning a Guide for Preparedness, both distributed by the AICPA and the American Red Cross. In addition, he edited the AICPA continuing education course, "Tax Considerations for Professional Athletes and Entertainers.” Mr. Freedman was a panelist on an educational video titled “The Financial Issues of Aging” and moderated an educational video titled "Effective Asset Protection Planning," both for the AICPA.

Mr. Freedman is a founder, past Chair, past Treasurer, and former Director of California Jump$tart Coalition, a not-for-profit organization with the mission to improve the financial literacy of California's youth. He was a two term Director, and served for seven years as Chair of the Budget/Finance Committee of Westlake Yacht Club (WYC) Mr. Freedman is Immediate Past President of The Westlakers, a community club which provides fellowship and raises funds for college and trade school scholarships for seniors at Westlake and Agoura High Schools.

Sheryl Rowling, CPA/PFS, is Principal at Sheryl Rowling CPA Accountancy Corporation. Sheryl Rowling, CPA/PFS is also Editorial Director, Financial Advice at Morningstar.

Rowling has been named one of the nation’s top 250 financial advisors by Worth Magazine and was named one of Accounting Today’s Top 100 Most Influential People in Accounting. In December 2016, InvestmentNews named her to its list of 20 Icons & Innovators. She writes regular columns for the Advisors4Advisors.com, InvestmentNews, and San Diego Jewish World.

Rowling holds a bachelor’s degree in accounting and a master’s degree in business administration in finance from San Diego State University. She is the author of the book Tax and Wealth Strategies for Family Businesses (CCH, 2006) and Your Financial Travel Guide To Life (Lulu, 2017). She is a Certified Public Accountant and Personal Financial Specialist.

Stephanie has been involved in the financial services industry since 1999. She served as a principal of Treybourne Wealth Planners from 2010 until it joined with Savant in 2021. Prior to joining Treybourne, Stephanie co-founded WealthPoint Advisors, LLC. Before that, she was an auditor with RJ Pile, LLC.

Stephanie earned a bachelor’s degree in accounting from the University of Indianapolis. She is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary® (AIF®), a Certified Public Accountant (CPA), and earned a Personal Financial Specialist (PFS) designation. She is a member of the American Institute of Certified Public Accountants (AICPA).

Stephanie is a member of St. Barnabas and lives on the south side of Indianapolis with her husband Scott and their sons, Sean and Steven. She loves being a boy mom and enjoys spending time with her family and friends, going on walks, Broadway musicals, and photography.

"You can't go back and change the beginning, but you can start where you are and change the ending." - C.S. Lewis

Steven N. Strauss, CPA/PFS

Co-Founder & Managing Principal

Together with Bill Droms, Steve co-founded the firm in 1995.  Steve began his career as a CPA and brings over 35 years of experience as a CPA to the Droms Strauss Wealth Management team.  Steve is especially proud of the fact that Droms Strauss, which began as a means to provide planning and investment management for a small group of friends and accounting firm clients, has, through referrals from Droms Strauss clients, grown to be an organization serving clients across the United States, the Middle East and Asia. He believes that Droms Strauss has grown, not due to a focus on the growth of the business, but instead, because the firm has always focused on providing the highest level of service and advice to our clients. 

For nearly two decades, Steve was an active member and innovator in the American Institute of Certified Public Accountants (AICPA) Personal Financial Planning Division.  In 1993, Steve co-developed a personal financial planning software, PFP Partner which for many years was widely used by CPAs in providing personal financial planning services.  Steve is a member and previously served as president of the All Star Financial Group, LLC, a national association of CPAs specializing in financial, tax and investment planning and management for high and ultra-high net worth individuals.

Steve holds a Bachelor of Science degree in business administration from the University of Missouri in Columbia and a Master of Science in taxation from DePaul University.  Steve has served on the Board of an Early Childhood Education organization and as Board President of his Temple.

Publications:

• Journal of Financial Planning
• The CPA Journal, The Planner
• Saint Louis Business Journal
• American Institute of Certified Public Accountants.

After graduating from the University of Illinois with a BS in Accounting, Tracy started her financial career in a corporate setting, holding positions in audit, strategic planning, and operations financial management. She earned her MBA from Northwestern University's Kellogg School of Management in 1995, concentrating in finance and organization behavior.

From 1999 –2002 Tracy consulted with entrepreneurs and non-profit organizations in the areas of strategic planning, operational effectiveness and efficiency, financial systems and employee benefits. Tracy became a Certified Financial Planner in 2002 and joined Private Vista, a prominent Chicago area financial planning firm to expand the areas of advice that she provides to her clients. Her clients include owners of closely held businesses, executives preparing for retirement, and families with multi-generational wealth plans. In 2019 Tracy transitioned her business to Treybourne Wealth Planners, Inc of Greenwood Indiana. In 2021 Tracy transitioned her business to The Mather Group.

Tracy is an active alumnus of Northwestern University and the University of Illinois.  She is also a member of the AICPA and the All-Star Financial group.

Tracy is past Chairman of the Board of Age Options, a 501c3 “Dedicated to Connecting Older Persons throughout Suburban Cook County with Resources and Options to Live Their Lives with Dignity”.  Other charitable involvements include Make-a-Wish of Northern Illinois, Alzheimers Association of Illinois Planned Giving Advisory Board, and CPA's for the Public Interest.