TEAM

Oscar Wilde was famous for many things and many writings, but his wit and wisdom are two of the main qualities for which he is known. Some of his quotable statements are particularly applicable to the tax planning lawyer and her colleagues in the related professions of estate planning, accounting, financial planning, life insurance planning and design, to wit: Tax planning lawyers and many of their colleagues need to bring value to their clients without the imposition of a significant amount of risk. In fact, they primarily succeed when developing planning and tax saving ideas which provide maximum benefit by utilizing powerful planning strategies that combine techniques that are both well-known and less-familiar to most practitioners.

In many ways, these are the artists who exploit, maximize and embrace the areas which are often ignored, and subsequently bring out the greatest degree of light from within those areas. The PrivateRisk independent planning team are painters whose canvas is the written page and whose colors are the ideas which we fashion, then fully develop, out of the provisions of the Internal Revenue Code (IRC). As Oscar Wilde said about artists, and can be analogized to the world of the tax planning attorney/advisor, “No great artist ever sees things as they really are: if he did, he would cease to be an artist.” In other words, we make use of the things that exist in plain sight and we see the things that we know that we can combine in order to provide great benefit, with an ever-present focus on limiting risk to our clients and their families.

Our ability to design and complete outstanding plan designs, unbound from the limitations through the exclusive use traditional planning techniques, is effectuated through the talents of our independent team of legal, actuarial, accounting and risk management specialists hailing from all corners of the globe. Each team member brings their unique experience and professional acumen to the planning process, understanding that clients benefit most when their advisors serve a common goal, working together in unison.

Bradley A. Barros
CEO and President

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Bradley A. Barros

Steven A. Horowitz, Esq
Cofounder/Outside General Counsel

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Steven A. Horowitz, Esq

Stacey Milner
COO
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Stacey Milner

Jenny Sellers
New Business Coordinator
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Jenny Sellers

Carlos Reynaldo
Senior Business Strategist
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Carlos Reynaldo

Jacqueline Martinez
Business Results Strategist
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Jacqueline Martinez

Kathleen Tepley
Family Office Strategist – West Coast
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Kathleen Tepley

Alan Rubenstein, JD
Tax & Estate Counsel
Horowitz & Rubenstein
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Alan Rubenstein, JD

Ann Singer, JD
Tax & Estate Counsel
Horowitz & Rubenstein
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Ann Singer, JD

Gerry Nowotny, JD
PPLI & Estate Counsel
Horowitz & Rubenstein
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Gerry Nowotny, JD

Cindy Brittain, JD
Tax Counsel
Baker & Hostetler LLP
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Cindy Brittain, JD

Gregory D. Barton CPA
Accounting Advisory
Barton CPA
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Gregory D. Barton CPA

Jeffrey Altman, FSA & MAAA
Consulting Actuary
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Jeffrey Altman, FSA & MAAA

Malcolm McNeil, JD
Tax and International Counsel
Arent Fox
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Malcolm McNeil, JD

Melissa Silverman, JD
Valuation Advisory
Avenue M Advisors, Inc.
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Melissa Silverman, JD

Michael Camilleri, JD
Regulatory Compliance Counsel
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Michael Camilleri, JD

Paul Quast, JD
Tax Counsel
DeWitt LLP
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Paul Quast, JD

Ron Peterson, JD
Business Counsel
DeWitt LLP
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Ron Peterson, JD