Successful cases & client reviews
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Reviews and Testimonials
Top Tax & Wealth Strategist of the Year, 2024
IAOTP
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Leadership Council, 2024
National Small Business Association
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Most Dedicated Retirement Planning Team, 2023 Indiana
Wealth & Finance Retirement Planning Awards
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4 / 5
Outstanding Leadership Award, 2022
Money 2.0 Conference
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5 / 5
Successful Cases
Biggest Trademark Victory in NY
Where:
New York City, NY
Attorney in Charge:
Benjamin Cohn
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Roche v. Dinailo
Where:
Los Angeles, CA
Attorney in Charge:
Allen King
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Turner Vs. Siganne
Where:
San Francisco, CA
Attorney in Charge:
Janet Lin
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