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New Jersey Five Star award winner
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PROFESSIONAL ACCOMPLISHMENTS

AWARDS

  • Five Star Professional Award Winner: 2021

 

Awarded CVA (Certified Valuation Analyst) by National Association of Certified Valuators & Analysts

Awarded ABV (Accredited in Business Valuation) and Designated as CFF (Certified in Financial Forensics) by the American Institute of CPAs

Appointed by the Supreme Court of NJ and its Office of Attorney Ethics to serve on its Ethics Committee

Appointed by the US District Court for NJ to its Merit Selection Panel for re-appointment of US Magistrates

American Institute of CPAs - Forensic & Valuation Services Section (Member)

NJSCPA- Valuation, Matrimonial & Forensic Accounting Interest Groups (Member/Past Leader/Chairman)

Estate and Financial Planning Council of Southern NJ (member / Past President)

Exit Planning Exchange – Philadelphia (Member/Treasurer-Director)

Licensed Health/Accident/Life Insurance in NJ, PA, De, NY, FL

Chamber of Commerce of Southern NJ (Member / Past Director & Member of Executive Committee) and

Burlington County Chamber of Commerce - Member

National Federation of Independent Business – Member / Selected as Spokesperson

Selected 14 times by U.S. SEC for its Govt/Business Forum on Small Business Capital Formation

Cherry Hill National Bank (now Wells Fargo Bank)-Past Director / Loan & Audit Committee (Chairman)

Deborah Heart & Lung Center / Deborah Hospital Foundation – Board member

Frequent lecturer on numerous business, financial, tax and forensic accounting topics

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*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.