Our Tax Team

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.

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.

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.