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What is your line of work (profession)?

Financial Planner

What is your job title or description?

Financial Representative

Jewish Organization(s) (past and present)

Suburban Orthodox Synagogue

Brag about yourself - what makes you great at what you do?

My experience as an estate planner and financial consultant goes back to 1980. I have helped both individuals and business plan for their future. I can help advise my client on what legal documents, what special provisions should be in those documents and help them to effectively implement estate, business and financial plans. This includes trusts, business agreements, buy/sell contracts and benefit programs.