Our Team

Robert Peller is the principal of Peller & Company, LLC and Peller Wealth Management. A CPA with an MBA in Taxation and a registered financial advisor affiliated with Cambridge, Robert delivers a deeply integrated approach to tax strategy, wealth management, and long-term estate and financial planning.

Known for his unwavering dedication to his clients, Robert focuses on bringing clarity, seasoned expertise, and true peace of mind to every financial decision. He places equal importance on the qualitative aspects of his clients’ lives—family, purpose, values, lifestyle—ensuring their financial plan supports not just their goals, but the way they want to live. His signature “Solve by Committee” method brings together trusted legal, actuarial, and financial professionals to provide coordinated, holistic guidance specifically tailored to each client’s unique journey.

With extensive experience across industries—from entertainment and technology to fashion, sports, and the arts—Robert specializes in creating tax-efficient, highly curated strategies for individuals, families, and business owners at every stage of life.

Outside the office, Robert is a passionate world traveler and Master PADI scuba diver, always seeking the next unforgettable dive. He loves spending time with his family and with friends every chance he gets. 

Bryan brings more than 20 years of financial services experience to Peller Wealth Management, along with a genuine passion for helping clients feel confident and cared for in every part of their financial lives. Having served as a Senior Regional Consultant with leading firms like AssetMark and Curian Capital, he has spent his career supporting advisors who believe, just as he does, in a truly holistic, relationship-driven approach to wealth planning. He holds Series 7 and 66 licenses and earned his B.S. in Economics from New York University.

Bryan lives in Baldwin, NY, with his wife, Laura, and their two sons. He’s an enthusiastic traveler, a dedicated history buff, and a triathlete who brings the same focus and discipline to each client relationship that he brings to every race.

Robert Peller is the principal of Peller & Company, LLC and Peller Wealth Management. A CPA with an MBA in Taxation and a registered financial advisor affiliated with Cambridge, Robert delivers a deeply integrated approach to tax strategy, wealth management, and long-term estate and financial planning.

Known for his unwavering dedication to his clients, Robert focuses on bringing clarity, seasoned expertise, and true peace of mind to every financial decision. He places equal importance on the qualitative aspects of his clients’ lives—family, purpose, values, lifestyle—ensuring their financial plan supports not just their goals, but the way they want to live. His signature “Solve by Committee” method brings together trusted legal, actuarial, and financial professionals to provide coordinated, holistic guidance specifically tailored to each client’s unique journey.

With extensive experience across industries—from entertainment and technology to fashion, sports, and the arts—Robert specializes in creating tax-efficient, highly curated strategies for individuals, families, and business owners at every stage of life.

Outside the office, Robert is a passionate world traveler and Master PADI scuba diver, always seeking the next unforgettable dive. He loves spending time with his family and with friends every chance he gets. 

Rick brings nearly two decades of public accounting experience, having served a diverse roster of public accounting firms, private companies, and nonprofit organizations. He specializes in individual, corporate, and partnership taxation across a broad range of industries, offering seasoned technical insight and practical guidance. At Peller and Company, Rick also serves as a career coach, mentoring junior team members to develop their skills, advocate for themselves, and advance their professional growth.

Outside the office, he enjoys biking, hiking, and spending time outdoors with friends and family.

Rick is not registered or affiliated with Cambridge Investment Research.

Jane is a Certified Public Accountant with more than 15 years of experience in public tax accounting. She holds a bachelor’s degree in business administration from Baruch College and began her career at a respected regional firm known for its expertise in complex tax matters. Throughout her career, Jane has built deep expertise across federal, state, and local taxation, specializing in tax planning and compliance for individuals and closely held businesses, with a strong focus on family-owned enterprises and fiduciaries.

Outside of work, Jane loves exploring new destinations and spending meaningful time with her children.

Jane is not registered or affiliated with Cambridge Investment Research.

Morgan earned her Master of Accountancy in Taxation from Rutgers University and holds a dual bachelor’s degree in Accounting and Digital Technology Management from Indiana University’s Kelley School of Business. With experience in both public and private accounting—spanning BDO USA, LLP and Techtronic Industries—she brings a sharp, forward-thinking perspective to every engagement here at Peller and Company.

With several years in public tax advisory work already under her belt Morgan is recognized for her hunger to lean in harder and her dedication to helping others succeed. She approaches each client with a holistic, highly invested mindset, combining technical rigor with genuine care.

Outside of work, while preparing to sit for the CPA exam next, Morgan enjoys concerts at the New York Philharmonic, experimenting in the kitchen, and finding calm beneath the waves as an avid scuba diver.

Morgan is not registered or affiliated with Cambridge Investment Research.

Robert Peller is the principal of Peller & Company, LLC and Peller Wealth Management. A CPA with an MBA in Taxation and a registered financial advisor affiliated with Cambridge, Robert delivers a deeply integrated approach to tax strategy, wealth management, and long-term estate and financial planning.

Known for his unwavering dedication to his clients, Robert focuses on bringing clarity, seasoned expertise, and true peace of mind to every financial decision. He places equal importance on the qualitative aspects of his clients’ lives—family, purpose, values, lifestyle—ensuring their financial plan supports not just their goals, but the way they want to live. His signature “Solve by Committee” method brings together trusted legal, actuarial, and financial professionals to provide coordinated, holistic guidance specifically tailored to each client’s unique journey.

With extensive experience across industries—from entertainment and technology to fashion, sports, and the arts—Robert specializes in creating tax-efficient, highly curated strategies for individuals, families, and business owners at every stage of life.

Outside the office, Robert is a passionate world traveler and Master PADI scuba diver, always seeking the next unforgettable dive. He loves spending time with his family and with friends every chance he gets. 

With more than a decade of accounting and financial leadership experience, James (“Jase”) brings a deeply interpersonal and high-level advisory approach to his role as Controller and CFO Advisory Director at Peller & Company. He is known for translating complex financial data into clear, actionable strategies that help business owners make confident decisions at every stage of growth. His work spans budgeting, forecasting, cash-flow management, and performance analysis, giving clients across a wide range of industries a comprehensive and trusted financial partner.

James earned his B.S. in Business Administration with a concentration in Accountancy from the University of North Carolina. Before joining Peller & Company, he played a key role in guiding two regional firms through a major merger, designing and implementing the integrated accounting systems and controls that supported their expansion and long-term sustainability. 

James is not registered or affiliated with Cambridge Investment Research.

Ginamary is a proud Queens NY native. She is the consummate accounting professional with a strong focus on client service and accuracy. Ginamary earned her Associate Degree in Accounting and criminal justice from LaGuardia Community College and is currently completing a Bachelor of Science degree at John Jay College, with concentrations in both Accounting and Criminal Justice.

Ginamary brings over five years of experience providing bookkeeping and accounting services directly to closely held businesses, where she worked closely with clients maintaining consistent communication to support clear, reliable financial reporting. She is committed to building long-term relationships grounded in trust, precision, and accountability.

Outside of the office, Ginamary enjoys maintaining an active lifestyle, has a strong interest in fitness and fashion, and values time spent with family and her dogs.

Ginamary is not registered or affiliated with Cambridge Investment Research

Shoshana (“office mom”) brings over 20 years of dedicated experience to the Peller organization, supporting our team in a wide range of administrative and client-service roles. She is known for creating a warm, welcoming, and highly organized environment that enhances the client experience from the moment they arrive.

A former educator, Shoshana holds a B.A. from Rutgers University and a Master’s degree from Montclair State University—training that strengthens her communication, empathy, and attention to detail.

Outside the office, she enjoys traveling, cooking, reading, and spending time with her three children and the family husky, all of whom she proudly spoils.

Shoshana is not registered or affiliated with Cambridge Investment Research.

Tucker is the heart of our firm and office mascot at Peller Wealth Management.