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.  

Consulting, designing, and implementing specially designated insurance companies for mid-size businesses looking to: mitigate risk, improve bottom-line revenue, and align risk protection measures with their business strategy. He has an insatiable desire to build relationships, learn about clients and their respective industries, and create value through improved risk management, strategic spending, and growth

David has been in the Wealth Advisory industry since 2005 and specializes in helping individuals as well as business owners reach their financial goals. Knowing that each client is unique, David believes it is vital to have a clear understanding of a clients concerns, needs and objectives. 

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.