I think we should start with the fact that I am a graduate engineer. I have two engineering designations… mechanical engineering and nuclear engineering. I worked at Kennedy Space Center. So yes, I am a rocket scientist. After leaving engineering, my life took an interesting turn, which resulted in me being involved in the retirement planning industry for the last 35 years. My specialized scientific and analytical approach allowed me to partner in the building of one of the largest pension actuarial firms in the Northeast. Today, I am currently a standing member of National Pension Partners (NationalPension.com), which is a nationwide network of pension specialists. As an innovator, I've complemented this experience, serving on the Board of Directors of GAMA International and built one of the largest insurance agencies in America. The application of these unique skills enabled me in the establishment of the National Network of Accountants (NNA) in 1992. I passionately wanted to assist the many accounting professions we served in the qualified retirement plan area, with an “advanced fee only planning program” delivered through the expertise of each accounting professional. This unique approach allowed and continues to allow many accounting professionals the ability to provide a superior methodology often overlooked by commissioned financial professionals....fee based planning. This approach also permits each CPA to remain relevant, grow their practice and remain independent. In 2003, the NNA received the CPA Wealth Provider Financial Planning Award from the CPA Journal. Thru this unique partnership, I've also been named one of “Accounting Today's" top professionals in the financial services industry. The collaboration of actuaries, underwriters, attorney's, investment advisors and CPAs has also successfully allowed me to focus on the use of Captive Insurance Companies (CIC) and their emergence as both a financial and management tool for businesses. For the last 15 years, I have been very successful in assisting middle-market businesses to employ this strategy. Through the integration of my past experience, I've shown that Captive Insurance can be a game changer for many businesses. My current book on Amazon, "Captive Insurance Companies....a Game Changer", provides insight and education to many business owners and professionals across America today. I continue to innovate and differentiate myself today as a national speaker, writer, and industry expert. I have been featured in several renowned financial publications such as "The Wall Street Journal", "CBS MarketWatch", "The CPA Journal", "Practical Accountant", "CPA Wealth Provider" and "Accounting Today".