Planning Specialists
From business advisory to family governance, these experts integrate seamlessly into your team to ensure every dimension of your wealth is managed with precision and purpose.
Jack Branch
Managing Partner
Matthew Greene
Managing Partner
Gabriel Martin
Planning Specialist
Nick Gardner
Planning Specialist
Van Carlson
Tax code: 831(b)
Charles Riggs
Research and Development Tax Credits
Jeff Deckman
Leadership, Cultural and Business Growth Expert
Wilton White
Digital Employees: Robotic Process Automation (RPA) and Artificial Intelligence (AI) Solutions
Jeff Stolper
Cost Remediation Specialist
Joel Grushkin
Cost Segregation
Chase Ravsten
Leveraged Deductions (Fee Simple)
Timothy Gervais
Energy Asset Tax Mitigation Strategies
John Frazier
Charitable and Legacy Planning Specialist
Steven Johnson
CPA Partner
Julio Gonzalez
Cost Segregation plus Advanced Tax Incentives
Scott Phillips
Oil & Gas Developmental Drilling Programs
Josh Malancuk
Cost Remediation - Property Tax Reduction and Economic Incentives
Tyler Johnson
CPA Partner
Darren Sugiyama
The IRA Bailout Plan
Ted Landgraf
Project Financing Specialist
Mark Goodman
Premium Financing - Premium Funding
Michael Bergeron
CPA Partner
Julian Movsesian
Premium Financing and Advanced Life Insurance Solutions
Laurence Whittam
Outsourced Bookkeeping, CFO and Tax Professionals
Matt Miller
Tax Incentives for Export Businesses
Dan Zimanski
Business Growth Consultant
Keith Conway
Real Estate Advisory Services
Ami Kassar
Business Financing Specialist
Noel Ciambotti
Merchant Processing Specialist - Credit Cards and ACH
Cory Alphonso
Tax Partner
Mark Mrky
Life Settlements
Andrew Lassise
Technology and Cyber Security Specialist
Ron Elwood
Outsourced CFO Specialist
Jim Carlisle
General Corporate Legal Work
Reid Limpert
Section 105 Voluntary Group Benefits Plans
Andy Ruhland
Employee Benefits Specialist
Todd Lofgren
Oil & Gas Drilling Funds
Josh Yager
Trust and Estate Settlement
Ben Golden
Tax Resolution & Tax Planning, Cinematic Returns
Whitney Coon
Accounting & Advisory Services
Tim Goering
Sales Tactics Coach
Bruce Gendein
Advanced Qualified Plans
Deborah Snyder
Increasing Enterprise Value and Small Business Growth, Scaling
Ashley Lupiani
Life Insurance Solutions
Chris Hall
Estate Planning
Ken Smith, RFC
IMO Solutions
Michael Wessels
Cryptocurrency & Digital Assets
Christi Horan
Annuity Solutions
Patrick Lam
Transformative Intangibles
Mitch Nelson
Disability Insurance Specialist
Derek Spitzer
Captive Insurance Companies
Bill Lloyd
P3 Method: Better Retirement, Lasting Legacy
Frank Caputo
ESOP Sell Side Advisory Services
Steve DeTray
Business Exit Planning & Certified Business Valuation
Don Feldman
Business Exit Planning
Marie Askew
Specialist in SBA Lending in Mergers and Acquisitions and Owner-Occupied Real Estate
Tracy Armstrong
Certified College Funding Specialist
James Duggan
Advanced Tax and Estate Planning