Broker Check

Celebrating
What's Right
with the World.SM

Team

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 
David Elefant, CPA, MBA, PFS, ADPA

David Elefant, CPA, MBA, PFS, ADPA

Managing Principal

(973) 627-6066

David Elefant, a seasoned family wealth adviser with over 25 years of experience, is well versed in the financial needs of affluent individuals and families. He earned his degree in Accounting and Business Law...

Click to read more...

 
Ian S. Baird

Ian S. Baird

Wealth Service Associate

973-627-6066

Ian became a member of our team in January of 2011. He graduated Cum Laude from Ithaca College in 2007 with a B.S. in Sports Management. Ian currently holds the FINRA Series 7 and 66 registrations...

Click to read more...

 
Lori Drago, CLTC

Lori Drago, CLTC

Executive Assistant & Insurance Producer

973-627-6066

Lori joined our team during the tax season of 2008 as David’s assistant. She holds an Associate’s Degree in Psychology, and is a licensed New Jersey Insurance Producer with Life, Accident, Health & Sickness lines of...

Click to read more...

 
Julie Hoffman, EA

Julie Hoffman, EA

Senior Tax Associate

973-627-6066

Julie recently became a member of our team as Senior Tax Associate in December 2015. Julie received her Master’s Degree in Accounting and Financial Management from the University of Maryland. Prior to joining us, Julie was a Tax...

Click to read more...

 
Kathy Schneider, CPA, CFP®

Kathy Schneider, CPA, CFP®

Tax Associate

973-627-6066

kathy.schneider@davidelefant.com Kathy became a member of our team in December 2016. She has a wealth of experience in both public and private accounting having worked with both individual and business clients addressing tax...

Click to read more...

 
Douglas Cole

Douglas Cole

Project Manager

973-627-6066

doug.cole@davidelefant.com Doug officially joined our team in early 2015. As a marketing and sales professional, with recognized success in specific areas of corporate communications, public relations and account management Doug’s...

Click to read more...

 
Stephanie Oringer

Stephanie Oringer

Client Service Associate

973-627-6066

stephanie.oringer@davidelefant.com Stephanie joined David Elefant Wealth Management Group in December 2016 as a Client Service Associate for the tax department. With over 25 years of accounting and bookkeeping experience, Stephanie has...

Click to read more...

 
Michael Harrison

Michael Harrison

Tax Intern

973-627-6066

michael.harrison@davidelefant.com Michael became a member of our firm as a Tax Intern in late November 2016. He is currently attending Rutgers University and will be graduating in the spring of 2017 with a B.S. in Accounting with a...

Click to read more...