Wealth Manager Taxation Attorney

This expert’s expertise as a wealth manager and taxation attorney cannot be overstated. His engineers solutions in the micro longevity arena utilizing retail insurance products combined with legal and tax structuring. This expert’s credibility and trust as a tremendous asset in support of its financial security, business development, and anti-money laundering capabilities.

Expert holds current Securities Registrations to include Series 7, 24, 28, 53, 65, and 66; Insurance Licenses in Life, Health, and Variable Property & Casualty.

Expert has also been designated since 1985 as a Chartered Life Underwriter (CLU) and a Certified Regulatory & Compliance Professional (CRCP) since December 2008.

From 1988 to 1999- was an Associate Attorney at Calfee, Halter & Griswold, Cleveland Ohio specializing in ERISA and Executive Compensation Practices.

Professional Memberships
Admitted to the Ohio Bar Association in1989