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 As a member of Elite Resource Team, I have access to national team of specialists who share their expertise to better serve clients. We believe this team approach adds a broader perspective to all we do and provides increased benefits to our clients.

With this team of professionals we can help individuals and businesses address:

  • Tax strategies to achieve the lowest bracket
  • Tax deductions and credits
  • Tax free income
  • Recognizing business risk and self-insuring with tax benefits
  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Legacy planning issues
  • Risk management

They can also can answer your questions, including:

  • Do I pay too much in taxes per the IRS code?
  • Business risk and insuring with tax benefits?
  • Can I have tax free income for life?
  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound Legacy strategy?
  • Do I have enough life insurance for my family?

The experienced professionals have helped many businesses and individuals just like you with similar issues and concerns. We specialize in creating an approach that is designed to address business and individual situation. This is a holistic and proactive approach to complete family and business wealth.

Alex Bellini

Alex Bellini, Aurora Capital Premium Finance Mr. Bellini is a consultant for ACA, helping run one of the most successful premium finance platforms in the industry. In addition, Alex has founded and continues to be active in two...

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Carry Potter

Cary Potter, Oracle Capital Business Valuation Mr. Potter has performed financial analyses and valuation opinions regarding business entities, options, profit interests, derivatives, and intangible assets for over 20 years. He serves...

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David Wolf

David Wolf, CLTC Wolf & Associates Long Term Care Mr. Wolf is the president and owner of Wolf & Associates. Wolf & Associates has specialized solely in Long-Term Care Planning since 1988. David’s expertise in Long-Term Care...

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Dominique Molina

Dominique Molina, CPA, CTC – President, American Institute of Certified Tax Coaches Ms. Molina is the co-founder and President of the American Institute of Certified Tax Coaches (CTC). Dominique has successfully licensed more...

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Donald Feldman

Donald S. Feldman, CExP™, CPA, CVA, ABV, MBA. Donald S. Feldman is the founder of Keystone Business Transitions, LLC, a firm based in Lancaster, PA devoted to exit and succession planning for business owners. He has been a CPA...

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Joel Grushkin

Joel Grushkin, Cost Segregation Initiatives (CSI) Cost Segregation Mr. Grushkin is Regional Director of Cost Segregation Initiatives (CSI). Joel brings nearly 40 years of executive experience to the CSI organization. His background...

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Keith Langlands

Keith Langlands, CPA, Synergy Captives Captive Insurance Companies Mr. Langlands is President and Managing Partner of Synergy Captive Strategies (SCS). Founded in 2008, SCS provides captive insurance formation, management, and...

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Kenneth Marblestone

Kenneth Marblestone, Esq., MandMarblestone Group Qualified Retirement Plans Mr. Marblestone is highly respected among colleagues and clients for his extensive knowledge of employee benefits. He is a sought after speaker who has...

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Martin Staubus

Martin Staubus, Esq., Beyster Institute Employee Stock Ownership Plans (ESOPs) Mr. Staubus is the executive director of the Beyster Institute, part of the Rady School of Management at UC San Diego, where he advises business leaders on...

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Peter Fisher

Peter K. Fisher, Inland Securities Corporation 1031 Exchange and REITs Mr. Fisher joined Inland in 2005 as a regional sales representative. He was promoted to Vice President in 2006 and to First Vice President in 2009. Inland and its...

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Sean Henrie

Sean Henrie, LUTCF, Business Planning Group, Non Qualified Retirement Plans Mr. Henrie is a Partner at Business Planning Group. Sean holds the LUTCF designation from the American College. The LUTCF designation combines essential...

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