Experience:
President of National Wealth Advisors Inc. – an in-depth wealth management practice offering financial planning and wealth management through Summit Financial, LLC.

President of privately owned pension and executive benefits firm – MAC Pension, Inc.
34 years specializing in solving problems, reducing taxes and maximizing opportunities for BUSINESS OWNERS and HIGH NET WORTH individuals.

Many years life experience managing personal and client financial, career and family issues.

Expertise:
Graduate Degree MSFS (Master of Science in Financial Services).

AEP® – Accredited Estate Planner®
Member of Estate Planning Council of Westchester County, Inc.

Member of ASPPA (American Society of Pension Professionals & Actuaries), NAEPC (Nat’l Assoc. of Estate Planners & Councils), Society of Financial Service Professionals, and The National Association of Insurance and Financial Advisors.

Guest lecturer for numerous CPA, attorney, medical associations, insurance and investment company groups

Education:
American College, Master of Science in
Financial Service
Florida Tech, BS Management

Specialization:
Comprehensive Financial Planning
Pension, Executive, and Employee Benefit
Plan Design and Planning
Investment and Retirement Planning
Estate Planning
Risk Management

Services:
Provides financial counseling to the clients of major CPA and law firms.

Top clients include business owners and high net worth individuals.