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SJBiz_20over40_0521FINAL.qxp_Layout 1 5 / 19 / 21 3 : 25 PM Page 7 20Under 40 Dave Koehler CFP Branch Operations Manager , Janney Montgomery Scott Age : 30 A graduate of Towson Univer - sity , Koehler is a Certified Fi - nancial Planner Professional and the branch operations manager at Janney Mont - gomery Scott . In addition to running the branch operations , he works with a team of advisors to develop comprehensive financial plans outlining retirement , tax , college savings and estate planning strategies for clients . Koehler grew up in Stratford and now resides in Marlton with his wife . He is active in the community he loves , serving on the board of trustees for the South Jersey Young Professionals Association , as treasurer for the White Horse Rotary Club and sat on the Sleep Out Camden event committee for the Covenant House New Jersey . Sarah Cohen Business Attorney , Lauletta Birnbaum Age : 33 Cohen concen - trates her prac - tice on business litigation , guiding corporations , start - ups and individuals through every stage of pro - ceedings , whether it’s initiating suits and pursuing discovery to summary judgment and mediation . She has extensive experi - ence with complex disputes involving minority shareholder and member oppres - sion , fraud and employment issues . Cohen obtained her juris doctor from Rutgers University School of Law - Camden , and currently gives her time as co - director of advocacy for National Association of Women Business Owners , South Jersey , and as an advisory board member for South Jersey Young Professionals Association . 34 | SOUTH JERSEY BIZ | VOLUME 11 ISSUE 5 | SouthJerseyBiz.net
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SJBiz_20over40_0521FINAL.qxp_Layout 1 5 / 19 / 21 3 : 25 PM Page 8 Monica Walsh Director of Client Services , Vantage Commercial Age : 34 After spending some years teaching , Walsh’s back - ground in fine arts led her to working for a small commercial real estate firm as a graphic designer and marketing manager . She learned the ins and outs of the business and transitioned to the brokerage side , and joined Vantage in 2017 . Since then , the com - pany has grown exponentially and added an office in Pennsylvania . Walsh negotiates deals for office , medical , retail and industrial users , and assists with asset acquisition to selling and transitioning . Walsh serves on the board of trustees for the Camden County Historical Society and the board of directors for Habitat for Humanity of Burlington and Mercer counties , aiming to give others a safe place to call home . Chelsea Carter , CPA Partner , Morgenstern Waxman Ellershaw Age : 38 Carter has been with Morgen - stern Waxman Ellershaw since 2004 after obtaining her bachelor’s in accounting from Rowan University . She received her Pennsylvania CPA certification in 2010 and was named partner at the firm in 2017 . Carter’s expertise is handling a vari - ety of business tax and accounting matters for clients across various industries , as well as serving small business owners , entrepre - neurs and high net worth individuals with personal tax matters . She previously served as treasurer for the National Association of Women Business Owners , South Jersey chapter , and is now the co - treasurer / secre - tary on the board of trustees for Oaks Inte - grated Care , an organization with which she has been involved since 2012 . Carter resides in Philadelphia with her fiancé and his son and during down time they enjoy hiking , unning and traveling . r w SouthJerseyBiz.net | VOLUME 11 ISSUE 5 | SOUTH JERSEY BIZ | 35
