Meet Your Frisch Principals David is the firm’s founder and a father of triplets David A. Frisch, CPA, CFP®, PFS – Founder and CEO Jason enjoys discovering new restaurants and playing racquetball Jason M. Sacks, CFP® – President and Wealth Advisor Joyce is a frequent traveler who enjoys collecting stamps in her passport Joyce A. Streithorst, CFP®, MSFS, CDFA – Principal and Wealth Advisor Shawn enjoys golfing, playing guitar and coaching little league baseball Shawn P. Gallagher, CFP®, CRPC – Principal and Wealth Advisor Meet Your Frisch Team Pete is a coffee connoisseur who enjoys bean roasting Pete Vitale, AAMSâ„¢, CRPCâ„¢ – Director of Business Development Helen is an expert entertainer who hosts parties in her backyard oasis Helen Peck – Front Office Administrator Josiah is a CFA charter holder and an avid reader Josiah Choy, CFA® – Portfolio Manager Ally is a New York City, Chicago and London Marathon Finisher Ally Cropsey – Business Operations Manager Denise proudly serves as a military veteran engagement volunteer Denise Jackson – Associate Financial Planner Jennifer has twin daughters with different birthdays Jennifer Mox – Client Services Administrator Ana enjoys spending time with her husband and French bulldog Ana Rigazio – Senior Client Services Administrator Wendy sings in a rock choir and is an avid gardener Wendy Brennan – Senior Client Services Administrator Tyler is a 2nd degree black belt who likes golfing and traveling Tyler Streithorst – Database Associate Dennis’ favorite travel location is Aruba Dennis Jones – Associate Financial Planner Jason loves to golf and attend NY Mets games Jason Coules – Financial Planning Analyst Sam enjoys learning from successful people through podcasts and books. Sam Kasimov – Portfolio Analyst Li is an avid tennis player and devoted professional circuit follower. Li Gettleman, CFP®- Associate Financial Planner
