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Consulting
Corporate Consulting
Compensation Planning
Tax Qualified Plans
The Tax Problem
Non-Tax Qualified Plans
PRSPlan™
Buy/Sell Exit Planning
Bank Consulting
Individual Financial Consulting
Retirement Planning
Estate Planning
Estate Taxation
History of Estate Taxation
Paying for Estate Taxes
Wealth Preservation Plan
Core vs. Legacy Capital
Insurance Services
Insurance Planning
Underwriting Advocacy
Insurance Portfolio Audit
About
Our Team
Contact
Menu
Consulting
Corporate Consulting
Compensation Planning
Tax Qualified Plans
The Tax Problem
Non-Tax Qualified Plans
PRSPlan™
Buy/Sell Exit Planning
Bank Consulting
Individual Financial Consulting
Retirement Planning
Estate Planning
Estate Taxation
History of Estate Taxation
Paying for Estate Taxes
Wealth Preservation Plan
Core vs. Legacy Capital
Insurance Services
Insurance Planning
Underwriting Advocacy
Insurance Portfolio Audit
About
Our Team
Contact
Our Team
SENIOR MANAGEMENT TEAM
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Joel H. Solomon
Managing Principal
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Brian Batson
Principal
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Robert Franko
Director & Board Member
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Kevin Drew
Chief Lending & Sales Officer
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Michael C. O'Rourke
Senior Vice President
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