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Our People

Through advanced studies and years of collaboration with leading legal, accounting and financial service professionals, Tom Cohn has gained the expertise required to add value to the most sophisticated estate transfer strategies. Extensive financial training and experience has enabled Jake Cohn to provide comprehensive planning services and help his clients navigate the complexities of today’s challenging financial climate. In addition, Thomas Cohn Associates has invested in a highly experienced staff that excels at executing sophisticated strategies and consistently delivering outstanding client service. The team provides personal, thorough support during all phases of the client relationship, helping ensure our clients’ long-term satisfaction.

Thomas J Cohn ChFC®, CLU®, CAP®

Founder and CEO

Jake Cohn CFP®, CLTC®


Steve Midgley

Director of Insurance Operations and Services

Kimberly A Jarrett

Office Manager

John C Dack

Associate Financial Representative

Michelle R Burger

Marketing Coordinator

Cindy S Harris

Insurance Coordinator

Matthew Lewis Dickinson