Our Qualifications

Qualified Retirement Plans

David Bangert has received credentialing from PlanSponsor as a PlanSponsor Retirement Professional (PRP). He is also a fellow at the Defined Contribution Plan Institute (DCP) at W. Palm Beach, Fla. and has received the designation of Qualified Plan Specialist. Mr. Bangert was nominated as National 401k Advisor of The Year in 2006.

Steven Kamen is credentialed as an Accredited Investment Fiduciary (AIF). He has received designations for Employee Benefit Specialist and Qualified Plan Specialist. Mr. Kamen is a fellow at the DCP Institute and is routinely called on for commentary for several national business publications. Mr. Kamen served on Congressman James G. Greenwood's Working Advisory Group whose mission was to draft new legislation in the wake of the Enron collapse.

Personal Financial Planning

Paul Weppler and Gregory Lewis are credentialed as Certified Financial Planners (CFP) a highly coveted certification that requires rigorous education and industry experience, as well as passing the CFP Board Exam and commitment to on-going Ethical standards.

Supplemental Needs Trust (SNT)

Daniel Kautz acts as Guardian and Trustee for an older brother and sister who are profoundly disabled. Dan has dedicated a portion of his practice to working with families who have members who are disabled. Mr. Kautz works closely with several local law firms and not for profit agencies to help educate, build, properly fund, and maintain Supplemental Needs Trusts.

Executive Benefits

Steve Kamen serves on numerous committees for Security Mutual Life Insurance Company of NY. Some of which include the design of new products, as well as being a presenter for their Advanced Marketing School and Pension School.