Partner and Co-Founder
Michael Crawford established the company with the vision of providing the highest level of service to an exceptional clientele. Michael is recognized as an expert on the sophisticated uses of life insurance with advanced estate planning strategies for the ultra-affluent. He has spoken before many life insurance and estate planning professionals on the subjects of policy review and private placement life insurance. Michael Crawford graduated from Kent State University and received his Certified Financial Planning, CFP, form NYU. He also received his CLU and ChFC designations from American. Mike holds Series 7,63 and 66 licenses.