Executive Vice President With over 40 years of experience in the financial services and telecommunication industries, I have a proven track record of applying innovative financial management skills in both corporate and individual settings. The cornerstone of that...
President & CEO With my background in Law and Business, I have worked with businesses, business owners and professionals for over 30 years. In addition to the needs that successful individuals have, e.g., wealth management, retirement and estate planning...
Consultant One of my favorite past-times is watching motor racing. Although motor racing is entertaining, there is a large amount of risk the driver endures. However, as with many things in life, if you are good at racing, the rewards can be exponential. This...
On March 27, 2020, in response to the COVID-19 global pandemic, Congress passed the Coronavirus, Aid, Relief, and Economic Security (CARES) Act (also known as HR 748). This is historic and sweeping legislation created to help keep workers paid and employed, allow...
