I have spent over 30 years in the financial services advising affluent clients and closely-held businesses. My primary focus is long-term planning with a special emphasis on risk management and tax efficiency. Currently, I am the President & CEO at the National Network of Accountants. NNA works with accounting firms and their clients across the country. We help these firms develop advisory services for their mid-market business and high net worth clients in the areas of risk management, estate planning, and advanced tax planning. Throughout my career, I have worked in a variety of the areas in the industry, including ten years in corporate management at AXA Financial. In 2008, I authored Invest in Your Life: Why Wall Street Wants You. This was the first book to explore the life settlement and secondary market for life insurance policies; it taught high-net-worth individuals the best ways to profit in this growing market. I am a regular contributor to several nationally-recognized industry publications, including The CPA Journal, The National Underwriter, and The Journal of Accountancy.