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Meet Our Team

Katherine Hartard

Practice Manager


Katherine joined Hochheiser, Deutsch & Company in 2003. Katherine has 30+ years in the financial services industry including banking, investments, insurance, and real estate. The early part of her career was spent on the sales side on...

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Ross Cohen

Retirement Plan Coordinator, Financial Advisor


Ross joined Hochheiser, Deutsch & Company in 2017 as The Retirement Plan Coordinator. For over 20 years, Ross worked as an investment professional for several leading money management firms. He began his career working as an...

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Douglas Holzer

Financial Specialist


Doug has been in the financial services industry for over 15 years. After some time working on Wall Street as an equity trader, he decided to begin his own financial planning practice. He now joins Hochheiser, Deutsch & Company where...

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Jennifer Reilly

Wealth Management Department Coordinator


Jennifer joined Hochheiser, Deutsch & Company in April 2010 as the Investment Services Specialist. She is responsible for the new investment account process as well as client servicing on all existing investment accounts....

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Melissa Sharoh

Policy Services Administrator


As the Life Specialist, Melissa is responsible for the processing and underwriting of all new insurance including life, disability and long-term care. In addition, she services all existing insurance policies. Melissa joined HDCI in...

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