Our Team of Professionals

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.  

David specializes in serving the financial planning needs of high net worth individuals and business owners. Mr. Goldberg leads a team of trusted advisors in developing sophisticated estate planning, tax reduction and wealth preservation techniques.  

Ron has 30 years of detailed knowledge and earned experience in the life insurance and wealth management industry. He has held management positions at the world’s top insurance companies and helped grow a number of nationally recognized producer groups.  

Marc Scharf  specializes in providing high quality investment advice coupled with great service to Business owners, entrepreneurs, corporations, foundations, and High Net Worth individuals. Bookmark Advisors has a focus in creating customized portfolio solutions for our clients to help achieve their goals.

Don has supported individual and corporate clients as a CPA for more than 40 years. Don has his BSIR and MBA from the University of North Carolina in Chapel Hill. He began his career at Haskins & Sells in 1974 and was a partner at Deloitte Haskins & Sells from 1985-1990. 

Seamus has spent the past 20 years as a trusted advisor to many closely held business owners.  He began his career as a pension plan design consultant helping business owners accrue substantial account balances within tax qualified retirement plans.   

As the National Captive Coordinator, Pam is responsible for providing consulting and educational services on issues related to the captive world, including feasibility studies, strategic reviews of existing captives, design and formation of new captives, domicile regulatory compliance.