Specializing in retirement, estate, and business succession strategies. Success for a business owner is rarely about a single transaction; it is about the sophisticated integration of business value, tax efficiency, and family legacy. As the Founder of The Strategic Business Planner and Director of Business Planning for National Financial Network, I bridge the gap between complex legal frameworks
and actionable financial strategies. My approach is rooted in "Legacy Alpha"—the measurable value created when a business owner’s personal and professional lives are perfectly aligned for the long term. With credentials as an attorney (JD), Certified Exit Planner (CExP), and Accredited Estate Planner (AEP), I specialize in:
Exit & Succession Strategy: A well-defined strategy helps ensure a smooth, seamless transition of a life’s work. Advanced Estate Planning: Protecting high-net-worth legacies against erosion and complexity. Business Optimization: Aligning corporate structure with personal wealth goals. Based in Garden City, NY, I serve a select group of business owners and families who value discretion, technical precision, and a forward-thinking approach to wealth.
� Email: [email protected]
� Office: (516) 240-1886
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 900 STEWART AVENUE, SUITE 500, GARDEN CITY NY, 11530, 516-7455600. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. The Strategic Business Planner is not an affiliate or subsidiary of PAS or Guardian. Not practicing JD for Guardian or its subsidiaries or affiliates. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
