Jay W. Cohen, MPA, CPA, CFP® – Founder & President
Jay is the founding partner of Monterey Wealth. His philosophy is based on three key values: provide well-thought out advice, involve the right resources at the right time for each client, and always deliver “raving fan” service.
Jay has a diverse background that includes corporate finance, taxation, accounting, investment analysis, and executive benefits consulting. He has an accounting degree from The University of Alabama and a Masters degree in taxation from The University of Texas, obtained his CPA license in Georgia (no longer active), and obtained the CERTIFIED FINANCIAL PLANNER™ certification in 2007. He gained his business experience working at Ernst & Young, Genuine Parts Company (owner of Napa Auto Parts) and other entrepreneurial organizations.
Jay is married, has two sons, lives in Sandy Springs, & enjoys cooking, golf, and community involvement. He is involved in a number of organizations including North Springs High School Baseball Booster Club, Temple Sinai Endowment Committee, and Epstein School Foundation Investment Committee.
David E. Duncan, CFP® – Partner
David joined Monterey Wealth in March 2018 as a Wealth Advisor. Prior to joining Monterey Wealth, he gained six years of finance, audit, and consulting experience at Triage Consulting Group. His experience in consulting brings a client-first approach to help address complex needs and provide strategies.
David earned his Bachelor of Science in Business Administration at the Georgia Institute of Technology where he was a member of the Jackets baseball team. David was drafted after his junior year where he played three seasons in the Houston Astros organization. He completed his degree during the offseason in 2011.
David earned the CERTIFIED FINANCIAL PLANNER™ designation in 2018. David and his wife Ashley live in Midtown Atlanta and enjoy travelling internationally and discovering new restaurants around the Atlanta area.
Mark Koppelmann, MBA, CFP® – Partner
As a LPL Financial Advisor, Mark brings with him over -10- years of experience advising high net worth private clients in the areas of retirement, investment, and risk management. Prior to becoming a LPL Registered Principal in 2009, he spent the majority of his career working in the same capacity for both Citigroup and Merrill Lynch. Mark’s client centric philosophy, drives his day to day activity servicing and advising clients.
In his role, Mark focuses on developing financial plans and investment strategies based on client needs and objectives. As an integral member of the team, his primary objectives are to educate clients on their financial affairs and to provide customized service based on specific client needs.
Mark earned a Master of Business Administration degree from Kennesaw State University and a Bachelor of Arts degree from the University of Georgia. In addition to his formal education, Mark obtained the CERTIFIED FINANCIAL PLANNER™ designation in 2001.
Robyn Barocas – Client Service Specialist
Robyn began working with Monterey Wealth in March 2005. She has been a valuable asset in helping grow the firm. Currently, Robyn focuses on life and disability insurance underwriting and marketing and client service activities. Robyn has had numerous roles with various insurance brokers and carriers and has in-depth knowledge of life and disability insurance issues.
Robyn lives in Alpharetta, has two daughters and enjoys participating with them in school activities.