David Rivlin is a CPA with over 40 years of service to the public. He has helped countless individuals and businesses navigate the tax and financial environments we live with and provided guidance for dealing with complex and dynamic situations.
Josh Rivlin, Wealth Manager and Partner with The Rivlin Group, believes in exploring financial technology to find new ways to increase efficiency and provide more meaningful, real-time advice and customized solutions for his clients. He combines this with a passion for innovation and ethical service that has developed since he first started working at his father’s CPA office when he was 15 years old.
Jonathan Rivlin, CPA is on the cusp of his third decade in this profession. He has gone from being taught the business as a kid with 13-column paper and a mechanical pencil to building seamless cloud-based integrations for his clients. With a can-do mindset, Jonathan works to set his clients at ease, even when dealing with complicated matters.
Jonalyn Ocampo is a Certified Public Accountant who is passionate and dedicated to her work and always seeks to grow her knowledge of accounting and widen her horizons. Jonalyn has worked with a diverse set of clients from all over the world and has proven to work well in a variety of situations.
Helen Twigg is The Rivlin Group’s Office Administrator. Any time you visit us, you’ll be greeted by her warm smile and friendly conversation, but as a client you’ll also soon realize that she is much more than an administrator. She is also a client relations specialist that makes sure the people and companies we serve get the tools, time, energy and resources they require to meet their financial goals.