About
Certified Public Accountant and Accredited Investment Fiduciary (AIF) with over 22 years experience, brings his clients a breadth of strategic financial and practical expertise. He has distinguished himself as a creative problem solver, drawing on his knowledge of accounting, investment and pension-planning to help clients create optimal structures for their businesses including tax-favored pension plans. As an Accredited Investment Fiduciary (AIF) for pension plans, he strives to help reduce or limit fiduciary liability for owners of pension plans. He takes pride in developing custom solutions for every client, whether it involves tax planning, creating large or small pension programs, or simply offering sound advice about a current problem.
Company Spotlight in Tech
Phoenix Business Solutions
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Peggy Hrindak
Regroup Therapy
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David Cohn
HS2 Solutions
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Phil Hollyer
mLevel
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Dave Cutler
Entara
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Linda Maclachlan
nuphoriq
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Erin Walter
Charlie
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Aaron Frazin
Fuzzy Math
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Mark Baldino
Techweek
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Amanda Signorelli
Adage Technologies
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Roy Chomko
Keeper Security, Inc.
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Darren Guccione
Ensono
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Tim Beerman
Specifix
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Reliefwatch
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Daniel Yu
ActiveCampaign
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Jason VandeBoom
AArete
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Loren Trimble
Sixième Son
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Colleen Fahey
SMS Assist, LLC
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Taylor Rhodes
ExerciseBuddy
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David Geslak
Signature Retail Services
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Dan Perry
Sandstorm Design
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Sandy Marsico
Rubicon Technology
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Bill Weissman
Eat Purely
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Jeremiah Green
Nexus A.I.
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Phil Alexander
eComfort.com
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Pavel Sokolovsky
555 International
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James Geier
Truss Holdings, Inc.
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Bobby Goodman
Geofeedia
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Phil Harris
XSELL Technologies
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Matt Coughlin
Chicago Inno
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Will Flanagan
SwiftIQ
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Jason Lobel
Channel IQ
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Andy Walker
Slack and Company
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Gary Slack
Intetics, Inc.
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Muses App
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Shirley Yang
Emerging Technologies, Inc.
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Inna Berkovich
Insyte Consultacy Services
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Raj Jha
BlueGrace Logistics
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Alisha Greenwald
Label Insight, Inc.
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Dagan Xavier
SoloInsight
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InvestHER Ventures
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Cayla Weisberg
CTS Computers
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Tyler Wallace
SMB Help Desk, Inc.
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Matthew Cleaver
Mandarin Communications Group
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John Robinson
Trading Technologies
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Rick Lane
Emmi Solutions
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Devin Gross
Netrix, LLC.
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Rob Dang
Jellyvision
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Tom Haley