Meet the team.

"Rocket Scientist" aka Joe T. formerly the Assistant Space Craft Test Manager at Kennedy Space Center. The word imagination applies to my life's works. I was a partner in a major design and pension administration firm, founder and CEO of the National Network of Accountants, and created one of Long Islands first business networking groups,......The Preferred Provider Network. I designed and implemented one of the first internet based financial planning software programs used by the accounting community. I have co- authored a book on Captive Insurance .....”The Game Changer” focusing on risk management for mid-market companies. Also conducted webinars for CCH and Surgent McCoy on tax and non tax benefits of integrating captive and commercial insurance. I’ve spoken at major industry forums focusing on turning expenses into profit. My firm has received the prestigious CPA Wealth Provider Financial Planning Award. With many accountant advisors, I’ve worked to assist and provide solutions to the business community by providing planning and expanding relationships. I continue to innovate and differentiate myself today as a national speaker, writer and industry expert.