Our Team

Frank J. Johnson,, Esq., CPWA®

Founder and Chief Executive Officer

Seth M. Schechter,, Esq., LL.M.

Master of Laws in Taxation
Tax, Asset Protection, and Estate Planning Attorney

Kristen O’Connor,, Esq., LL.M.

Master of Laws in Securities and Financial Regulation
Estate Planning Attorney

Keith Dunn

Senior Analyst and Financial Advisor

Anthony Parsons

Retirement Specialist and Financial Planner