James H. Bernath, CPA/PFS, CFP®
James H. Bernath is a Certified Public Accountant, Certified Financial Planner™ practitioner and Personal Financial Specialist.
With over 40 years of experience in a broad range of accounting and business management disciplines, Jim specializes in providing professional accounting, audit, tax, and financial advisory services to businesses and affluent families.
Jacob I. Rosenberg, CPA/PFS, CFP®
Jacob I. Rosenberg has over 30 years of experience as a Certified Public Accountant, Certified Financial Planner™ practitioner and Personal Financial Specialist.
As the leader of our wealth management division, he works with a select group of families and assists them by clarifying their financial issues and partnering with them as they move through the various stages of their lives.
Benjamin Berger, CPA
Benjamin Berger is a Certified Public Accountant with over 20 years of public accounting experience. His specialties include real estate, health care, not-for-profit, and government audit representation.
Benjamin is responsible for the day-to-day operations of our staff. His integrity, commitment to providing superior service, and his vibrant personality makes him a highly sought-after advisor to our clients.
Joseph Schuck, CPA
Joseph is a Certified Public Accountant with over 15 years of public accounting experience. He heads the audit and assurance department, overseeing all aspects of engagements including quality control, board presentations, and serving as a chief client liaison.
Joseph has been with Bernath & Rosenberg since 2003 and has extensive experience in Assurance, Financial statements, Audits, Reviews and Compilations and Not-for-profit compliance consulting.
Aaron Katz, CPA
Aaron is a Certified Public Accountant with over 20 years of public accounting experience. He has been with Bernath & Rosenberg since 1999 and oversees the corporate tax division.
Aaron excels in finding creative solutions to tough tax problems, as well as, selecting and managing the best team for any given project.