Team Members

S.G. Brooke Tucker, ASA

S.G. Brooke Tucker, ASABrooke is a founding member of Tucker & Meltzer, He has managed and performed over 900 business valuation engagements since 1995, including business valuations for business acquisition and divestiture, estate and gift tax planning, ESOPs, complex estate freezes, buy-sell agreements and litigation matters.  Brooke heads the Corporate, ESOP and Financial Reporting Services practice.

Brooke has 30 years of financial experience including asset-based lending, business valuation, debt restructuring, debt and equity placements, venture capital and financial and transaction advisory in mergers and acquisitions.  At American Express TBS, Brooke was a member of the National Business Valuation Committee and was the Business Valuation Practice Leader for the Baltimore/Washington offices.

Mr. Tucker was the founder of the Corporate Finance (1990), Banking Services (1992) and Business Valuation (1995) Practice Groups for Walpert, Smullian & Blumenthal, P.A. (predecessor to American Express) in the Baltimore offices.  He has been called upon to provide expert witness testimony in financial and business valuation cases.

Brooke holds a BA in Business Accounting from Roanoke College and is a Certified Financial Planner.  He is a member of the American Society of Appraisers – Accredited Senior Appraiser, The ESOP Association, the National Center for Employee Ownership, ASA Maryland Chapter Vice President and the Baltimore Estate Planning Council.

Anne R. Meltzer, CPA/ABV

Anne R. Meltzer, CPA/ABVA founding member of Tucker & Meltzer, Anne is a CPA with an ABV.  She has been providing business valuation services since 2000 and has been involved with business valuations for business acquisition and divestiture, estate and gift tax planning, ESOPs, complex estate freezes, and buy-sell agreements.  Anne heads up the Estate, Trust and Gift department for T&M.

Ms. Meltzer has over 20 years of accounting, consulting, and valuation experience.  Prior to Tucker & Meltzer, Anne worked at American Express Tax and Business Services and its predecessor firm, Wolpoff and Company.  There, she was a member of both the Corporate Finance team and the Healthcare Team.  Within Corporate Finance, she worked on valuations, forecasts and offering memoranda.  Besides her work as the Healthcare Team’s Medicare expert, she was very involved in the Certificate of Need process for many long term care facilities in the early 1990s and was a leading driver of the marketing efforts of the team during her tenure there.

Anne holds a B.S. degree in Accounting from University of Maryland, College Park.  She currently serves of the Board of Directors of the Baltimore Estate Planning Council.

See Anne’s most recent articles.

Mark W. Norris, CPA/ABV, CVA, CFFA, ASA

Mark is a Managing Director of Tucker & Meltzer and holds credentials as a CPA, ABV, CVA, CFFA and ASA.  Heading up the Litigation Department of T&M, Mark is qualified to serve the needs of attorneys, judges and business owners in the litigation arena.  He provides diverse litigation support services to the legal community including business valuations and economic loss/damage calculations, in the capacity of a consultant and/or an expert.  He has qualified as an expert in both federal and state courts in Maryland.  He also supports the other departments of the Firm.

Mr. Norris has over 30 years of accounting and consulting experience and over 17 years of valuation experience.  He is active in NACVA, where he served as a Chairman and Member of the Valuation Credentialing Board and was selected as an Outstanding Member in the Fourth Quarter 2011 issue of the NACVA Association News.  Mr. Norris has also served as an Officer of the Maryland State Chapter of the American Society of Appraisers.

Mark recently received the Outstanding Member Award from NAVCA. See more here.

Mark served as an expert witness in MFS, Inc. v. DiLazaro, which was a very important case in Pennsylvania. See more here.

See Mark’s most recent articles.

Jennifer Poland Rosenberg, CPA/ABV

An associate at Tucker & Meltzer since 2009, Jennifer is a CPA with an ABV.  Her experience and practice is centered in corporate valuations and the valuation of complex private equity investments and securities.  She has spent her career analyzing companies across all industries for financial services institutions.

Jennifer began working in risk management for financial institutions in 1998, most recently as a Risk Manager at General Electric Capital Corporation (“GECC”), where she was responsible for underwriting transactions across a broad range of industries.  Ms. Rosenberg began her career at Ernst & Young LLP as an auditor, and Morgan Stanley, as a manager in the private equity group.

Jennifer holds a BA in Business Accounting from Franklin and Marshall College.  She is a member of the American Institute of Certified Public Accountants and the Baltimore Estate Planning Council.

See Jen’s most recent articles.

Robin L. Duffy, CPA, CVA

Ms. Duffy is a CPA and is a Certified Valuation Analyst (CVA) with the National Association of Certified Valuators and Analysts.  She began her career providing business valuation services in 2007.  She has provided business valuations for corporations, estate and gift taxplanning, and ESOPs.

Ms. Duffy has been providing financial and accounting services for more than 20 years.  Her work includes financial forecasting, reporting, budgeting, and analysis as an accounting officer in the financial services industry.  She has also specialized in accounting and reporting for all aspects of employee benefit plans including deferred compensation, insurance, Stock Options, and health care benefits.

Robin holds a Bachelors in Business Administration from Loyola College in Baltimore, Maryland.