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Ted has been providing investment advisory, insurance and benefits counseling, estate and succession planning services to clients since 1983. He is a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER practitioner, a Chartered Financial Consultant and a NAPFA-Registered Financial Advisor.
Ted has been selected by Worth magazine as one of the country's best financial advisors, as well as listed as a top advisor in Medical Economics and Bloomberg Wealth Manager. He has been quoted and published in numerous publications, and is frequently a public speaker on financial topics. He is also actively involved in a number of professional, civic, and charitable organizations. | 