I grew up in my family’s manufacturing business, and after running the business for several years, we sold it in 1991. I soon then entered the insurance and investment planning business. My past experience running a family business has been extremely useful in providing proper perspective to our clients. Today our firm, Executive Benefits Financial Group, focuses on two (2) core business features: executive benefits and the creation and preservation of individual wealth. EBFG designs, implements and administers funding of buy-sell plans, 162 bonus plans, split dollar, and various non-qualified deferred compensation plans to include deferral plans and defined benefit and defined contribution plans. Many of these corporate executives have become individual planning clients as well. For our individual clients, we assist them in creating and preserving their wealth through careful planning, asset management and gifting strategies. The use of life insurance in both traditional and non-traditional ways is utilized as needed.
My wife Karen, myself and our two children moved from Radnor, PA in 2013 to North Scottsdale, AZ. We as a family have been active in several charities over the years. These charities include Jewish Federation of Philadelphia, Israeli Guide Dog School for the Blind, Friends of Yemin Orde (in Israel), Silver Springs-Martin Luther School (Plymouth Meeting, PA) and most recently HopeKids. CA Insurance Lic. #OA94130