I am 50 years of age. My wife, Leslie, and I have been married for 26 years.
We have a 21 year-old daughter named Debra.
 
PROFESSIONAL DESIGNATIONS:
 
Certified Public Accountant
Certified Financial Planner
Registered Financial Consultant
 
EXPERIENCE:
 
I have been practicing as a financial advisor since 1984. My extensive background includes experience working for a “big eight” accounting firm, two large brokerage firms, two large insurance companies, as well as tax manager for a large international manufacturing corporation.
 
Today, my extensive tax, accounting and financial background enables me to provide comprehensive wealth building strategies for both my individual and business clients. These strategies include creating and growing wealth, and protecting and preserving wealth.
I am also a trained financial and business development coach helping my clients to realize goals that include financial priorities, yet go well beyond those priorities to non-financial goals and objectives. These skills allow me to effectively develop strategic and financial plans for both new and existing business clients.
 
EDUCATION:
 
Adelphi University, School of Business Administration, New York
Bachelor of Business Administration in Accounting, May 1986
Honors: Graduated Magna Cum Laude
              Vice President, Accounting Honor Society
              National Honor Society in Business Administration
Adelphi University, Institute of Financial Planning, New York
Certified Financial Planner, December 1985
E-Myth Worldwide, E-Myth Consultant Certification Program, California
Certified E-Myth Consultant, May 1999
 
MEMBERSHIPS:
 
American Institute of Certified Public Accountants
National Association of Accountants                                                     
Financial Planning Association
The International Association of Registered Financial Consultants          
North American Life Style Planning Corporation