Our team of experienced insurance experts, finance strategists, and consultants has helped more than 1,100 Pinecrest clients optimize their group health coverage, navigate complex tax credits and audits, and improve their efficiency and profitability.

At our core, we’re driven by a few simple beliefs:

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We believe that exceptional teams produce exceptional results.

Our team leaves no stone unturned, ensuring that you maximize your claims and receive the highest return on your investment.

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We believe that complex services demand the work of specialists.

There are no jacks-of-all-trades here; our team comprises specialists who navigate policy with precision.

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We believe that your time is best spent running your business.

That’s why we’ve made it our mission to lighten your workload by providing streamlined solutions, freeing you to focus on your bottom line.

Our Team

Your success fuels us, and your goals become ours. Because at Pinecrest, we’re more than your consultants; we’re your dedicated team.

Lior Goldstein

CEO

Rivka Simon

People & HR VP

People@pinecrestconsulting.com

Blake Larson

Sales Director

Blake@pinecrestconsulting.com

Sam Ash, CPA, CFP®

Tax & Accounting Director

Sam.ash@pinecrestconsulting.com