As a seasoned and conscientious financial adviser with a rich 25-year career, and founding partner at Coordinated Plan, a leading multi-generational financial planning firm, my team and I specialize in guiding individuals committed to safeguarding and growing their assets, cultivating robust financial investment portfolios, and navigating the preservation and transition of closely-held businesses—reflecting my firsthand experience in my family's business. Locally and nationally recognized as an industry leader, I've had the privilege of speaking at prestigious events and conferences. As an accomplished author, with two books to my name, "Turning Points" and "Turning Points 2," which chronicle the early struggles and pivotal decisions of local business leaders. A passion to inspire the next generation was the inspiration to donate over 10,000 copies of these books to local schools in collaboration with organizations like Junior Achievement and Hillside Work-Scholarship Connection. Holding a B.S. degree in Finance from Indiana University, extends my impact beyond my professional realm. Community contribution includes serving as the former Chair of the Al Sigl Community of Agencies Governors Board and currently sit on the Executive Committee of the Jewish Federation of Rochester.Please note that current regulatory policy does not allow me to receive endorsements of Skills & Expertise. While I appreciate any intention of kind words and sentiment, please do not post comments relating to your opinion of me, my services or the performance of your accounts.2367736RM-Jan21Securities offered through Valmark Securities, Inc. Member FINRA, SIPC Investment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 1-800-765-5201. Coordinated Plan, Inc. is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. Third party posts do not reflect the views of Valmark Securities, Valmark Advisers, Inc. or Coordinated Plan and have not been approved prior to posting.