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
General Counsel

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Steven A. Horowitz, Esq

Alan Rubenstein, JD
Horowitz & Rubenstein
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Alan Rubenstein, JD

Ann Singer, JD
Horowitz & Rubenstein
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Ann Singer, JD

Carlos Reynaldo
Senior Business Strategist
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Carlos Reynaldo

Cindy Brittain, JD

Baker & Hostetler LLP

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Cindy Brittain, JD

Denise Lindvall
Family Office Services
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Denise Lindvall

Gerry Nowotny, JD
Horowitz & Rubenstein
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Gerry Nowotny, JD

Gregory D. Barton CPA
President of Barton CPA
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Gregory D. Barton CPA

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

Jenifer Ackley
Principal at Newfront Insurance
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Jenifer Ackley

Jeremy Lurey, Ph.D.
Family Legacy
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Jeremy Lurey, Ph.D.

Johana Spiewak
Founder and CEO at Condor Virtual Assistance
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Johana Spiewak

Kathleen Tepley
Director of Business Development – West Coast
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Kathleen Tepley

Malcolm McNeil, JD
Arent Fox
Outside Counsel to PRCDA
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Malcolm McNeil, JD

Melissa Silverman, JD
Director of Business Administration
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Melissa Silverman, JD

Michael Camilleri, JD
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Michael Camilleri, JD

Paul Quast, JD
CPA – DeWitt
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Paul Quast, JD

Ron Peterson, JD
DeWitt
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Ron Peterson, JD

Shelisa Demuth
Director of Administration

Shelisa Demuth

Jenny Sellers
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Jenny Sellers