Leadership

What makes us different? Our Designations and Affiliations!

  • Board Certified Financial Planner (CFP®)
  • Board Certified Life Underwriter (CLU®)
  • Board Certified Chartered Financial Consultant (ChFC®) Board Certified Business Appraiser (CBA®)
  • Managing Director Tiger 21
  • Former National Banking Representative to the NAIC Member of Financial Planning Association
  • Member NJ Society of CPAs
  • Harvard University Executive Program

  • Michael C. Crawford Partner and Co-Founder

    Michael established the company with the vision of providing the highest level of service to an exceptional clientele » BIO
  • Elizabeth Ann Keenan Partner and Co-Founder

    Elizabeth helped in the formation of the company, and today plays a key role as one of our primary consultants and case design » BIO
  • Gerald R. Nowotny, Esq. CLU, ChFC, CFP

    Gerry Nowtny is a tax and estate planning attorney. Gerry is “Of Counsel” to Buckheit Whelan, PC, a New York and New Jersey » BIO