- Leader and founder of financial and marketing consulting firm specializing in retirement and tax planning solutions for businesses and executives and internet marketing and branding solutions for small businesses - Provide technical retirement consulting services for individuals and insurance, annuity and real estate information and consulting services Achievements: - Created financial newspaper for retirees -- "The Senior Wealth Report" - Authored self-help… Show more - Leader and founder of financial and marketing consulting firm specializing in retirement and tax planning solutions for businesses and executives and internet marketing and branding solutions for small businesses - Provide technical retirement consulting services for individuals and insurance, annuity and real estate information and consulting services Achievements: - Created financial newspaper for retirees -- "The Senior Wealth Report" - Authored self-help book on retirement issues -- "The 76 Biggest Financial MistakesMade by Retirees and What to Do About Them" - Hold resident Maryland licenses in Life, Health, Property & Casualty Insurance;nonresident licenses in Virginia; and Iowa - Have arranged and presented numerous seminars on internet marketing and increasing profitability, retirement planning, annuities, health insurance, lifeinsurance and long-term care insurance Show less

Responsible for total success of legally-based retirement & benefits consultingpractice- Responsible for all growth in sales of professional services for the Mid-AtlanticRegion- Hired, trained and managed all professional staff including attorneys - Responsible for practice administration, including billings, collections and humanresources- Served on National Tax Benefits Steering Committee which was responsible for developingnew services, products, training… Show more Responsible for total success of legally-based retirement & benefits consultingpractice- Responsible for all growth in sales of professional services for the Mid-AtlanticRegion- Hired, trained and managed all professional staff including attorneys - Responsible for practice administration, including billings, collections and humanresources- Served on National Tax Benefits Steering Committee which was responsible for developingnew services, products, training materials, ideas and programs- Served as liaison between National Tax Benefits Practice and Deloitte Consulting HumanResources Practice in HRIS implementationsAchievements:- Achieved 100% growth in revenues and professional staff over five year period- Built confidence and trust in tax benefits practice on the part of Deloitte & Touchepartners - Developed new product ideas and programs for use by National Tax Benefits Practice- Hired and trained a professional staff recognized as one of the best within Deloitte & Show less

Development of new products & services- Practice administration, including billings, collections and human resources- Hiring, training & managing of attorneys and other professional staff- Lead technical resource in all areas of employee benefits, retirement plans andexecutive compensation for the entire Philadelphia office of Deloitte & ToucheAchievements:- Met or exceeded revenue and profitability goals every year- Achieved double-digit annual… Show more Development of new products & services- Practice administration, including billings, collections and human resources- Hiring, training & managing of attorneys and other professional staff- Lead technical resource in all areas of employee benefits, retirement plans andexecutive compensation for the entire Philadelphia office of Deloitte & ToucheAchievements:- Met or exceeded revenue and profitability goals every year- Achieved double-digit annual growth in revenues every year- Created products and practice aids used throughout Deloitte & Touche nationally, in thearea of compliance reviews of employee benefit and retirement plans- Started new employee benefits service lines- Did extensive national training for auditors and tax consultants Show less

- Lead technical resource for all employee benefit and retirement matters in CPA firm- Selling professional services- Hiring and training professional staffAchievements:- Successfully began an entirely new benefits practice- Created and developed new product and service offerings- Created employee benefits training programs