Partners

The partners at Bernath & Rosenberg bring over 35 years of experience, working side by side with business owners and affluent families to deliver personalized financial solutions. With a focus on integrity and customized tax strategies, they are commited to preserving and growing your wealth through collaborative and tailored advice.

Jacob Rosenberg, CPA/PFS, CFP®

Founder & Partner

Benjamin Berger, CPA

Partner

Joe Schuck, CPA

Partner

Aaron Katz, CPA

Partner

Chaya Kohn, CPA

Partner

Ted Stricker, CFP®

Partner

Chaim Gutwein, CPA

Partner

Nathan Wilamowsky, CPA

Partner

Judah Lifshitz, CPA

Partner

Management Team

Our management team comprises skilled professionals who develop every financial strategy to align with the unique needs of each client. With their deep proficiency in accounting, tax, and wealth management, they simplify complex financial matters, providing the guidance you need to pursue your goals with confidence and clarity.
This page highlights our management team and partners, but there are over 100 talented professionals at Bernath & Rosenberg who work behind the scenes to support your financial success.

Your Personal
Financial Board Room

Imagine walking into a boardroom where everyone is focused on one goal: your financial success. That’s what you’ll find at Bernath & Rosenberg. Our team of over 100 specialists in accounting, tax and wealth management is here to offer personalized advice and support designed specifically for your unique circumstances. That means our priority isn’t showcasing what we have—it’s delivering precisely what you need.

James H. Bernath

Founder & Partner Emeritus

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.