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Meet Our Advisors With over 50 years of experience combined in the accounting and financial planning fields, you can always count on our advisors to help you make the right decisions for your wealth.
We invite you to learn more about our GRF Wealth Management advisors, Jerrold Rosenberg and Walter Deyhle:
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JERROLD ROSENBERG, CPA, CFP jrosenberg@grfwealth.com  Jerrold Rosenberg is a founding shareholder and Managing Member of GRF Wealth Management, LLC. He is also a founding shareholder and current Vice President of Gelman, Rosenberg & Freedman, Certified Public Accountants and Consultants.
Jerry has more than thirty years experience in all areas of accounting and financial planning. He is directly involved in providing and managing commercial consulting services and is a key advisor in the area of management consulting on investment decisions, evaluation of business structures, and preparation of business plans. He performs business valuations for clients, for purposes of merger, acquisition, spin-off or sale of business entities. His expertise includes consultation on buy-sell agreements, financing, and positioning for public offering.
As a Certified Financial Planner and Registered Investment Advisor Representative, he has developed special expertise in the tax and financial planning area and has particular experience with family-owned businesses, charitable giving programs, wealth management and succession planning. His client base is focused on high net worth individuals with complex financial interests.
Mr. Rosenberg is a founding member of the Maryland Association of CPAs Government Contracts Committee. He is also a member of the National Contract Management Association, the Financial Planning Association, the Northern Virginia Technology Council, the Corporate Volunteer Council of Montgomery County, the former President of Volunteer Partnership Montgomery and currently Chairman of the Board of Hearts and Homes for Youth.
WALTER H. DEYHLE, CPA, CFP, ABV, CM&AA wdeyhle@grfwealth.com  Walter H. Deyhle, is currently the Director of Gelman, Rosenberg & Freedman’s Tax and Financial Planning Division. He and his staff provide in-house computerized prepara¬tion of individual, corporate, partnership, estate and trust, and nonprofit tax filings. In addition to tax compliance matters, Mr. Deyhle addresses particularly complex tax issues with clients concerning investments, estate and gift taxes, succession planning and allocation of financial resources.
Walter consults with clients on such issues as optimum business structure, business valuations, establishment of fringe benefit and pension plans, and the coordination of corporate and shareholder/key employee tax saving strategies. He addresses particularly complex tax issues with clients concerning investments, estate and gift taxes, succession planning and allocation of financial resources. In February, 2001, Walter completed the credential ABV program and is now fully Accredited in Business Valuation.
As a Certified Financial Planner, Mr. Deyhle is qualified to offer comprehensive financial planning services including analysis of and recommendations on cash management and budgeting, risk management and insurance, funding for children's education and retirement, and estate and investment planning. He is currently a member of both the Tax and Financial Planning Divisions of the American Institute of CPAs and belongs to the Financial Planning Association.
Mr. Deyhle has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993 and is a former member of the Maryland Association of CPAs Business Valuation/Litigation Support Committee. He has received his designation as Accredited in Business Valuation (ABV) by the AICPA. He earned his Bachelor of Science degree in Accounting from the University of Maryland and his Masters in Taxation at the American University.
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4550 Montgomery Avenue, Suite 650N Bethesda, Maryland 20814
Phone: (301) 951-9090 Fax: (301) 951-9676