With over three decades of experience, Sandy is considered an expert in the areas of Estate Planning, Business Insurance, Financial Planning, Insurance Analysis, Executive Compensation, Pension Planning, Irrevocable Trusts, Family Limited Partnerships and Life Insurance. He has extensive knowledge of Trusts and estate tax issues. His focus is on insurance products utilizing tax advantaged, wealth accumulation and preservation strategies.

He is very active with the Association of Advanced Life Underwriters and is a member of the Million Dollar Round Table, National Association of Life Underwriters, American Society of CLU and ChFCs, Top of the Table and International Forum. He is a highly regarded speaker in the field of Estate Planning, Business Continuation Planning, Asset Protection and Estate Reduction and Elimination.

He graduated from George Washington University with a BBA in Finance and from Hofstra University with a MBA in accounting.