TITLE: Partner
LOCATION: Baltimore

Ricka Neuman brings more than 40 years of accounting and consulting experience to benefit her clients as a partner at PBMares. With a focus on income and estate planning for high net worth individuals, she enjoys working with people to devise plans that allow them to accomplish their life goals and fulfill their vision for leaving a meaningful legacy.

A professional who loves helping others, Ricka Neuman takes great pleasure in the orderly appeal of numbers and the many ways they can be leveraged to convert dreams into solid reality. She has been recognized for her outstanding contributions by the Maryland Association of CPAs, earning its Chairman of the Year Award, and is a member of the Baltimore Community Foundation’s Professional Advisor Recognition Society. Ricka is a current board member of the Baltimore Estate Planning Council and ADCO Holdings, Inc., and has previously served in the Baltimore Financial Planning Association and on the advisory board of The Financial Consulate.

Ricka brings her desire to aid and assist others to the community as well, serving as a member of the University of Maryland’s Greenebaum Cancer Center Advisory Board, Board Chair for Beth Tfiloh Congregation and Chair of the Associated Federation of Baltimore’s Planned Giving Roundtable. She has previously served in various capacities helping philanthropic organizations such as the American Heart Association, Chesapeake Center for Youth Development, the Women’s Law Center and the University of Baltimore Foundation, and is a recipient of the Thomas Pullen Award from the University of Baltimore.

PROFESSIONAL ASSOCIATIONS:

  • American Institute of Certified Public Accountants
  • Maryland Association of Certified Public Accountants
  • Baltimore Estate Planning Council

EDUCATION:

  • Bachelor of Arts in Psychology from the University of Maryland in College Park, Maryland
  • Certificate in Accounting from the University of Baltimore in Maryland
  • Masters of Tax from the University of Baltimore
INDUSTRIES:


SERVICES:
Estate and Trust, Individual Services

HOW I HELP:


"Working with people to devise plans that allow them to accomplish their life goals and fulfill their vision for leaving a meaningful legacy is important to me."

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