Aaron Weinberg, CPA
Aaron Weinberg is a Certified Public Accountant with nearly 20 years of specialized experience in advanced tax planning, compliance, and regulatory strategy for business owners, high-net-worth individuals, and multigenerational families. A graduate of Augustana College with a degree in accounting, Aaron has built his career helping clients navigate the complexities of U.S. taxation across a wide range of industries, with a strong focus on wealth preservation, business structuring, and succession planning.
Recognized for his deep technical expertise and practical, results-oriented guidance, Aaron partners closely with clients to design tax-efficient strategies that align with their long-term goals. He is known for his ability to translate complex regulations into clear, actionable insights, making him a trusted advisor to entrepreneurs, executives, and families who seek to protect and grow their wealth.
Clients value Aaron’s approachable style, clear communication, and forward-looking perspective on financial planning and tax strategy.
Outside of work, Aaron enjoys traveling with his wife, Gloria, spending time with family and friends, and discovering new restaurants.
Trisha Crombie, CPA
Trisha is a Certified Public Account with more than 30 years of experience addressing domestic and international tax issues. Trisha focuses her practice on U.S. and international tax planning and compliance for high net worth individuals, corporations and partnerships. Trisha merged her former firm with the High Net Worth Tax Advisory Group LLC in December of 2025.
Trisha provides comprehensive tax services, such as international tax research and treaty analysis; resident/nonresident tax issues; expatriation analyses; FIRPTA applications; federal, state and local income tax research, planning and compliance for high net worth individuals and their businesses.
Trisha is an IRS Certified Acceptance Agent (“CAA”) with respect to assisting foreigners obtain U.S. Individual Taxpayer Identification Numbers (“ITINs”).
Trisha has been affiliated with the law firm, Cohen & Grigsby (now Dentons Cohen and Grigsby), since 2000. Trisha worked in the Pittsburgh office of Cohen and Grigsby where she headed their Tax Advisory Services Group which consisted of four full-time CPAs. Since establishing her own CPA firm in 2010 and relocating to Florida in 2015, Trisha has continued to work with Dentons, Cohen and Grigsby on the IRS tax controversy cases and IRS offshore Voluntary Disclosure cases.
Publications
Co-Editor, “Snowbirds – Financial and Estate Planning for the Mature Client in Ontario, “Lexis Nexis, 2007-present
“New Standards for Tax Return Preparers and Tax Return Advisors”, Cohen & Grigsby Review, 2008
Co-Author, “Update to Tax Laws Regarding Expatriation: Comply or Be Penalized!”, Cohen & Grigsby Review, 2005
David T. Morgan, CFP®
David Morgan is a Founding Managing Partner of the High Net Worth Advisory Group and the High Net Worth Tax Advisory Group. David brings over 40 years’ experience in the financial services profession working with high-net-worth individuals, their families and their businesses. David believes that the financial planning process begins with an “open and honest discussion” where the client is at the center of everything we do.
David graduated from Rollins College in Winter Park Florida, where he majored in Economics and minored in business administration. He is a graduate from the future leader’s program at the Securities Institute of America, held at the University of Pennsylvania Wharton School. As a Certified Financial planner™ professional, David adheres to the highest ethics and a commitment to the fiduciary standard.
David has served as the Co-Chairman of the Collier County Hear Ball, Seacrest Country Day School Board of Directors, two-time award winner for Junior Achievement Volunteer of the year and coached his children’s golf and soccer teams. When not working, David enjoys spending time with his wife Toni, two children and four grandchildren.
Howard J. Jordan, CFP®
As a Founding Managing Partner of the High Net Worth Advisory Group and the High Net Worth Tax Advisory Group, Howard brings more than 30 years of experience in the financial services industry. His role includes guiding clients through the intricacies of wealth management and financial planning while managing his team to deliver the highest standard of fiduciary care. With a focus on long-term goals and tailored strategies, Howard is dedicated to helping families align their wealth with their values and vision for the future.
Howard attended Stockton University in New Jersey, where his passion for financial education and planning began. Throughout his career, education has remained a central part of his professional commitment. He has served as an instructor in the Certified Financial Planner™ education program at Florida Gulf Coast University and as a lecturer in the university’s Learning for Life Seminar Series, sharing his expertise with both students and the broader community.
Deeply committed to giving back, Howard has served on several civic and philanthropic boards and, with his wife Michelle, founded the Upon a Star Foundation, which helps children in need access extracurricular activities that promote strong family values.
Howard enjoys life in Naples, traveling to unique destinations around the world with Michelle, and spending time with their three children and two grandchildren.
Katherine Lauer
As the Practice Manager of the High Net Worth Advisory Group LLC and High Net Worth Tax Advisory Group LLC, Katherine oversees the daily operations, supports client relationships, and ensures that the practice runs efficiently. Katherine focuses on creating organizational systems that foster clear communications across the team and two firms. She enjoys collaborating with advisors and clients to create a seamless experience and is passionate about building processes that allow the team to serve clients at the highest level.
Katherine joined the High Net Worth Advisory Group in 2021 after graduating from Florida Gulf Coast University with dual Bachelor of Science degrees in Economics and Management. Katherine was promoted from Client Associate to Operations Manager in 2022, then to Practice Manager in 2023. Katherine maintains her Series 65 license and is completing her MBA in Summer 2026.
Outside of work, Katherine enjoys spending time with animals — whether volunteering, exploring nature, or simply being around pets. Katherine also loves to travel and experience new places and cultures, embracing opportunities to learn about the world and connect with people in different communities.
