Experience

Peerless Business Advisors

• United States
• Financial Services
• 1 - 100 Employee

• President

  • Jan 2012 - Present

  Peerless Business Advisors serves the unique and complex financial planning needs of successful business owners and high net worth individuals. Our team of Certified Family Business Specialists (CFBS) has specialized accredited graduate-level education in the areas of advanced estate planning, business evaluation, and business succession planning. Our holistic planning process is further enhanced by distinct capabilities which enable us to help our clients reduce risk, build wealth, and improve tax efficiency while relentlessly protecting the assets they’ve worked so hard to accumulate.


MassMutual Eastern Pennsylvania
• United States
• Financial Services
• 1 - 100 Employee
• Senior Financial Advisor

  • May 2011 - Present


Cobra Care Advisors, LLC

• Co-founder / President

  • Jun 2009 - Jun 2015

  Third Party Administration company providing COBRA (Consolidated Omnibus Budget Reconciliation Act) services through Healthcare Brokers, General Agencies and direct to mid size and large size employers. Third Party Administration company providing COBRA (Consolidated Omnibus Budget Reconciliation Act) services through Healthcare Brokers, General Agencies and direct to mid size and large size employers.


Independence Planning Group
• United States
• Financial Services
• 1 - 100 Employee
• Financial Advisor

  • Oct 2004 - May 2011