Financial Planning and Wealth Management – Mike Lambrakis, CFP® and Michael Hu, CFP®
A CERTIFIED FINANCIAL PLANNER™, Mike has served as a Partner Advisor with AdvicePeriod, as a Portfolio Strategist and Wealth Advisor at Beacon Pointe Advisors, and as a Financial Advisor at Wells Fargo Advisors.
Also a CERTIFIED FINANCIAL PLANNER™, Michael has held positions as an Advisor at AdvicePeriod, as well as at a private wealth management firm where he was responsible for developing, implementing and ongoing monitoring of complex financial plans.
Life Insurance, Annuities, Long-Term Care and Disability – Michael Robinson
Michael is a 24-year veteran of the insurance and financial services industry. Co-Founder and Managing Partner of BluePrint Insurance Services, he has extensive experience partnering with Registered Investment Advisors and comprehensive financial advisors across the country.
Individual Health and Medicare Services – David Mak
David been accumulating firsthand knowledge of the changing health insurance industry since he began helping clients with individual medical and Medicare insurance solutions in 2003. A self-described “numbers guy,” he spent his early years in financial reporting for corporations such as Douglas, Boeing, and Scantron.
Creation and Administration of Business Retirement Plans – Michael Gorelick, APR
Michael is an Accredited Pension Representative, and a frequent presenter at retirement plan workshops and webinars. His decades of experience include the role of President at Benefit Equity, Inc., a retirement plan administration and benefits consulting firm serving small-to-midsize businesses.
Group Health Benefits – Kelly Moore, CEBS and Cathy Solomon
Kelly is a Certified Employee Benefits Specialist with over 20 years of experience managing plans for diverse organizations, including serving as Principal and Senior Client Executive at benefits firm OneDigital. She previously managed plans for small- to Fortune 500-sized firms at Marsh, one of the world’s largest employee benefits firms.
Cathy has served as a group health insurance broker and employee benefits strategist for companies in a wide variety of industries, acting in her role as a Client Executive at OneDigital. She specializes in analyzing, evaluating and managing a variety of plans for small- and mid-market companies ranging from 20 to 250 employees.