Meet the Team
Jeff works directly with specialists in tax, Medicare, estate law and mortgage planning, so your situation gets handled by the right person.

Jeff Altman
Owner/Operator/Advisor
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George Bain
Mortgage and Creative Financing Expert
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Sean Farrell
Advisor
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Joe Clark
CFEd®
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Arlene Schaeman
Medicare Specialist
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Robert Stovall
Tax Professional
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Paul Himmelstein
IRA Conversion Specialist
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Jennifer Surmacz
President and Chief Counsel, Posterity Legal Services, LLC
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James Jurica
Investment Advisory Services, Wealth Watch Advisors
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