Our team, which consists of tax lawyers, plan administrators, actuaries, design consultants, and solutions specialists, works as a unit to meet the demands of our clients. We are motivated by a dedication to honesty, openness, and creativity in everything we do. We prioritize serving our customers’ best interests above anything else.

We have a wealth of experience guiding clients through the complexity of executive benefits, putting in place unique employer-sponsored health and retirement plans, saving and investing for future family generations, and maximizing the value of their enterprises.