Our People

Friendship Circle © Larry Kanfer

To me, old age is always 15 years older than I am.

–Bernard M. Baruch

  • We have decades of planning experience and in-depth knowledge of the latest products and techniques.
  • We are involved at some of the highest industry levels in legislative and regulatory issues that benefit our clients.
  • We have invaluable credibility and leverage with insurance carriers.
  • We build long-term relationships with diverse individuals, foster communication, and facilitate problem solving.
  • We work as a team with your other advisors, and strive to be accessible to you in whatever format you prefer: ranging from face-to-face meetings, to electronic, interactive communication.
  • We are sensitive to personal issues, as well as to technical ones, and strictly adhere to our clients’ desire for privacy and confidentiality.

Click the links to the left to access biographical summaries for your review.