Our Team

Team Members In

Strategic Consultants

Joe Heider
JD, ChFC® , CLU®, AIF®

Matthew Karpas

Principal, Senior Strategic Advisor

Frank Mastrapasqua
Ph.D.

Senior Strategic Advisor

Kevin Myeroff
CFP®, CPA

Principal, Senior Strategic Advisor

Ali Nasser
CFP®, AEP®, CEPA®

Strategic Lead – Wealth Integration System for Entrepreneurs™