Certified Public Accountants & Business Advisors

Contact Us

Main Office

  • 767 Route 70 East
  • Suite B-100
  • Marlton, NJ 08053
  • Main Number: 856.489.0222
  • Fax: 856.504.0207
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Earl Morgenstern, CPA (inactive)

Partner/Founder - Retired
  • Phone: 856.489.0222 ext. 3412
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A graduate of Central High School and Drexel University, both in Philadelphia, PA, Earl received his Pennsylvania CPA Certificate in 1958 and his New Jersey Certificate in 1974. He is a member of the American Institute of Certified Public Accountants, the Pennsylvania Institute of Certified Public Accountants and the New Jersey Society of Certified Public Accountants.

Founder of the firm Morgenstern & Associates, Earl's experience mirrored the expertise of the firm, ranging through retail, construction, wholesale and manufacturing businesses to non-mercantile clients such as music publishers, music record companies, sports and entertainment personalities and professional firms.

Earl has performed valuation, investigative and expert witness service. He has appeared in court as an expert witness in connection with anti-trust, bankruptcy, marital and criminal proceedings. These appearances were in Pennsylvania, New Jersey, Virginia, and the State of Washington.

Richard Morgenstern, CPA

Partner
  • Phone: 856.489.0222 ext. 3416
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After graduation from Temple University, Rick received his New Jersey CPA Certification in 1981 and his Pennsylvania CPA Certificate in 1984. He is a member of the American Institute of Certified Public Accountants, the Pennsylvania Institute of Certified Public Accountants and the New Jersey Society of Certified Public Accountants. He is also a member of the National Association of Certified Valuation Analysts (NACVA), having received the business valuation designation of Certified Valuation Analyst (CVA).

With Morgenstern & Associates since 1977, Rick's areas of expertise include business advisory services, retirement and estate planning, tax planning, and business valuation.

His clientele span a spectrum of professional practices and services (medical, dental, law, real estate, advertising, financial services), as well as investment banking and venture capital firms, construction, real estate development and property owners, manufacturing, retail and wholesale, and entertainment industries (artists, songwriters, producers, journalists, publishers, and sports figures).

Rick has served as an expert witness in matters dealing with commercial litigation

Gary C. Waxman, CPA, CFP

Partner
  • Phone: 856.489.0222 ext. 3407
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A graduate of Temple University and Central High School in Philadelphia, Gary is a member of the American Institute of Certified Public Accountants, the Pennsylvania Institute of Certified Public Accountants and the New Jersey Society of Certified Public Accountants.

He has been with the firm since 1983 and has expertise in the areas of entity and individual income taxes, financial and tax planning, and business consulting. Gary has utilized his credentials as a Certified Financial Planner when advising clients in the areas of estate, retirement and tax planning.

He has significant experience in assisting business clients implement retirement plans (corporate and noncorporate) and employee benefit plans, shareholder and operating agreements, and advising in matters of tax compliance and financial reporting.

Gary has rendered services to clients covering a broad range of businesses. His clientele includes a concentration of professional practices in various disciplines. He has served clientele in the manufacturing, wholesale and retail trades, in industries such as malt beverage brewing, textiles, specialty ink and paint production, fitness equipment distribution, as well as substantial involvement with restaurants and companies involved in the food service industry.

Robert Ellershaw, CPA

Partner
  • Phone: 856.489.0222 ext. 3402
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Bob has over 20 years of public accounting experience and heads the firm’s Accounting & Audit (A&A) practice.  Bob is responsible for the firm’s quality control matters and training for complex accounting, auditing and internal-control related matters.  Bob’s expertise include: auditing and review services for small, mid-sized companies, not-for-profits, and retirement plans (specializing in limited scope audits); individual, trust and corporate income taxes; controllership services for SEC reporting companies; GAAP financial statement preparations; tax planning; and small business consulting.

A 1994 graduate of LaSalle University, in Philadelphia, PA and a 1989 graduate of Bensalem High School, in Bensalem, PA, Bob is a member of the American Institute of Certified Public Accountants, the Pennsylvania Institute of Certified Public Accountants and the New Jersey Society of Certified Public Accountants. 

Bob currently serves as Treasurer for the Medford-Vincentown Rotary Club and the Shawnee Ice Hockey Club and resides in Medford, NJ with his wife, Dyan, and three children

Chelsea Carter, CPA

Partner
  • 856.489.0222 ext. 3408
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Chelsea is currently a partner at Morgenstern Waxman Ellershaw. She graduated with a Bachelor’s degree in Accounting from Rowan University in 2004 and received her Pennsylvania CPA Certification in 2010. She is a member of the American Institute of Certified Public Accountants and the Pennsylvania Institute of Certified Public Accountants.

Chelsea has been with MWE since 2004. She has handled a variety of business tax and accounting matters for clients in real estate, professional services, manufacturing, retail and wholesale, and foreign entities. Her expertise is in these areas, as well as serving small business owners, entrepreneurs, and high net worth individuals with personal tax matters.

In addition to her work with MWE, Chelsea has been a member of the Board of Trustees of Oaks Integrated Care, a not-for-profit organization in South Jersey, since 2012. She was elected Co-Secretary/Treasurer of the Board in January, 2014. Chelsea has also been an active board member of Military Assistance Project, located in Philadelphia, since June, 2015.

Chelsea lives in South Philadelphia where she purchased her first home in 2014.  She spends her free time with her family and her twin nephews in the suburbs, her friends in Philadelphia, and running, cooking, and traveling.

Joanne Waligorski, CPA

Senior Manager
  • 856.489.0222 ext. 3404
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Joanne is a senior manager at Morgenstern Waxman and Ellershaw and has been with the company over thirty years.  She has acquired a broad range of experience in individual and business tax preparation and planning, in retirement plan issues and in servicing clients’ various  business needs.  A graduate of the University of Delaware with a BS in Accounting, Joanne has been a Certified Public Accountant in New Jersey since 1985.  Joanne lives with her family in Haddon Township, New Jersey.

Joshua Greenbaum, CPA

Manager
  • 856.489.0222 ext. 3415
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Josh has been with the firm since January 2010.  He is a 2009 graduate of the Kelley School of Business at Indiana University.  He is certified in the State of New Jersey and is a member of the American Institute of Certified Public Accountants and the New Jersey Society of Certified Public Accountants.  His expertise includes: auditing and review services for small, mid-sized companies, not-for-profits, and retirement plans; personal, corporate, non-profit, and trust tax returns; GAAP financial statement preparation; and tax planning.  

Daniel Frazier, CPA

Senior Accountant
  • 856.489.0222 ext. 3406
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Dan has been with the firm since 2016.  Prior to this, he gained experience with bookkeeping, taxation and consulting for businesses in a variety of sectors and high net worth individuals and is a QuickBooks ProAdvisor.

Dan graduated from Stockton in 2009 with a Bachelor’s degree in Business Management with an Accounting concentration and has received his Pennsylvania CPA Certification.  He is a member of the American Institute of Certified Public Accountants, the Pennsylvania Institute of Certified Public Accountants and the New Jersey Society of Certified Public Accountants.  Dan is currently pursuing his Master’s degree in Business Administration focusing on business analytics at Rutgers University - Camden.

Dan lives in Galloway, New Jersey with his wife and daughter, Hazel Rayne, who was born in March 2015.

Kevin R. Monroe

Staff Accountant
  • 856.489.0222 ext. 3418
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Kevin joined the firm in 2016 after serving 8 years in the United States Navy. During his tenure in the Navy, Kevin donated his time through the IRS VITA program, where he prepared tax returns for military members and their families. Kevin completed his education by earning a Bachelor’s degree in Accounting from Berkeley College in 2015.  Kevin assists in the preparation of tax returns for individuals, partnerships, corporations and trusts.  In addition, Kevin assists with bookkeeping, compilations, and reviews of financial statements for various business entities. Kevin recently purchased his first home in Collingswood, New Jersey, where he lives with his wife and two dogs.

Amy Drezner, CPA

Senior Manager
  • 856.489.0222 ext. 3419
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Amy is a senior manager at Morgenstern Waxman and Ellershaw.  She has been with the company since 1994.  She has acquired a broad range of experience in individual and business tax preparation and tax planning.  Her expertise is in serving small business owners, entrepreneurs, and high net worth individuals with personal tax matters.

Amy is a graduate of the University of Pennsylvania and received her Master of Business Administration from Temple University.  She is certified in the states of New Jersey and Pennsylvania and is a member of the American Institute of Certified Public Accountants and the New Jersey Society of Certified Public Accountants. 

In addition to her work with MWE, Amy has been an Adjunct professor at Temple University’s Fox School of Business for over 20 years.  She enjoys working with the students and bringing her experience into the classroom.

Amy lives with her family and two dogs in Cherry Hill, New Jersey.  She enjoys playing tennis and traveling.

Pawel Kopijewski

Staff Accountant
  • 856.489.0222 ext. 3409
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Tanya McKenzie

Office Manager
  • 856.489.0222 ext. 3411
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Tawney Steff

Executive Administrative Assistant
  • 856.489.0222 ext. 3412
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Robert Quevedo

Accounting
  • 856.489.0222 ext. 3420
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