Randy Abeles is a private client services partner in the RSM US Chicago office, and a member of the firm’s national family office team. He has 40 years of tax and personal financial planning experience. Randy is an MST, who advises family offices, owners of highly successful privately held businesses and other significantly high-net-worth investors. … Continue reading Randy Abeles

Virginia H. Grigg Christian & Barton, LLP 909 E. Main Street, Suite 1200 Richmond, VA  23219 804-697-4154 vgrigg@cblaw.com Ms. Grigg is an attorney with Christian & Barton, L.L.P., where her primary area of practice is in trusts and estates.  Ms. Grigg received her B.A., cum laude, from James Madison University and her J.D. from T. C. Williams … Continue reading Virginia H. Grigg

Eric L. Green is a partner with Green & Sklarz, a boutique tax firm with offices in Connecticut and New York. The focus of Eric’s practice is civil and criminal taxpayer representation.  Eric is a past-chair of the Connecticut Tax Bar and a Fellow of the American College of Tax Counsel.  He has the weekly Tax … Continue reading Eric L. Green

Susan M. Tillery, CPA/PFS is President & CEO of Paraklete® Financial, Inc. Paraklete®provides integrated fee-for-service personal financial planning and virtual family office services, without asset management or product sales.The firm acts as An Advocate in Financial Services® for its clients with a disciplined focus on independence and objectivity. Susan is also a co-founder and President of Financial Planning Advocate, … Continue reading Susan M. Tillery

Managing Associate Editor jaclyn.lee@lewissaret.com Jaclyn Lee is a recent graduate of Georgetown University’s School of Foreign Service, where she majored in Science, Technology & International Affairs with a concentration in Energy and Environment and a certificate in International Development. She is the current Vice President of the Senegal-based nonprofit Natangué Sénégal and has worked in … Continue reading Jaclyn Lee

Guy E. Baker Ph.D., MBA, CFP, is co-managing partner of BMI Consulting in Irvine California. Guy’s practice focuses on sophisticated estate, succession and compensation strategies for closely held businessowners and their key employees. A recognized expert in life insurance funding and financing, he has authored numerous articles and books on investments, sales psychology and business … Continue reading Guy E. Baker

Stanley Mountford, is co-manager partner of BMI Consulting, LLC in Irvine California. Over the last forty years Stan has worked with hundreds of business owners on executive compensation, business succession and exit strategies with expertise in plan design, actuarial, accounting, relevant tax law and funding. He has authored numerous articles and is a nationally known … Continue reading Stanley Mountford

Annette Nellen, CPA, Esq., is a professor at San Jose State University where she also directs the graduate tax program (MST). She teaches courses on tax research, tax accounting methods, property transactions, individual taxation, ethics and tax policy. She is a prolific author and frequent presenter on tax law developments, new economy tax matters, disruptive … Continue reading Annette Nellen

Associate Editor jessica.zhang@lewissaret.com Jessica is currently a Junior at Johns Hopkins University, double-majoring in International Studies and Economics and minoring in Social Policy. She has held summer internships at a criminal justice nonprofit in Baltimore City and at a progressive opposition research firm in Washington, DC. She is currently a Paralegal at the Law Office … Continue reading Jessica Zhang

Terrence M. Franklin, Esq.: Terrence M. Franklin (“Terry”), Partner at Sacks Glazier Franklin & Lodise, is a seasoned attorney with nearly a quarter century of experience handling trust and estates and probate litigation, disputes and appeals. Terry has extensive trial and appellate experience, including successful published appeals and the landmark Moeller case, which was brought … Continue reading Terrence M. Franklin

Lawrence A. Frolik, John E. Murray Faculty Scholar and Professor of Law at the University of Pittsburgh School of Law, is a national expert on the legal issues facing older Americans. He is the author, co-author or editor of over a dozen books. He is the author of Elder Law and Later Life Legal Planning … Continue reading Lawrence A. Frolik

Paul D'Alessandro, Jr. is an associate in Akerman LLP’s Miami, FL office, where he focuses on international taxation and estate planning. Paul advises clients on matters such as federal income and transfer taxation of nonresident alien individuals, entity classification, pre-immigration issues, inbound and outbound tax planning, and the restructuring and disposition of U.S. real property … Continue reading Paul D’Alessandro, Jr.

Associate Editor quinton.weinstein@lewissaret.com Education: George Washington University, Columbian College of Arts and Sciences, B.A. in History, 2019 (expected) Quinton is currently an undergraduate Junior at GWU studying History. Quinton most recently interned doing criminal defense work. Pooja joined Wealth Strategies Journal in 2017.

Associate Editor jgroccia@gwu.edu Jacqueline is currently a junior at the George Washington University, majoring in Criminal Justice and minoring in Geography. She spent her summer after sophomore year as a Clerical Trainee at the Federal Bureau of Prisons and has had several other research and legal based internships. She is currently a Paralegal at the … Continue reading Jacqueline Groccia

Associate Editor damien.lee@lewissaret.com Education: Georgetown University School of Foreign Service, B.S. in International Politics, 2016. Damien is a senior undergraduate at Georgetown University's School of Foreign Service, working towards a degree in International Politics with a concentration in International Law.  He is currently working as a paralegal at the Law Office of Lewis J. Saret. … Continue reading Damien Lee

Associate Editor atrupp@gwu.edu Education: George Washington University School of Business, B.B.A. in Finance, 2016 (expected) Allison is currently an undergraduate senior at GWU with a concentration in Finance. She spent her spring of junior year studying abroad at Tel Aviv University in Israel. She is looking forward to continuing her studies and expanding her knowledge by going on to … Continue reading Allison Trupp