The Professional Advisory Team
at Your Service!
If you have a larger estate, children with special needs, complicated family dynamics, or would like to speak with someone about your estate plans, we recommend conferring with an experienced attorney for help.
In addition, if you would like general planned giving advice from our professional advisory team, our office can schedule an appointment to consult with one of the team members to provide advice on how to develop a plan that meets your objectives and needs.
Professional Advisory Team Members:
Certified Chartered Retirement Planning Counselor, Private Wealth Advisor for Ameriprise Financial; Former Special Assistant to the US Commissioner on Civil Rights.
Leonard A. Goldman
New York University School of Law, JD, Bar Association member in NY, CA, and Hawaii; relevant specialties: contracts and nonprofit organizations.
David A. Ponder
Qualified Pension Administrator, American Society of Pension Professionals and Actuaries. Financial Advisor, Eagle Strategies, LLC – Registered Investment Advisor. Lifetime Member and Top of the Table – Million Dollar Round Table. Agent New York Life Insurance Company
Vicki Alexander Herriott
Dean of Faculty, MIU; New York University School of Law, LLM in Taxation; member of Board of Directors of the Institute for Bio-Integrity and of the International Foundation for Consciousness-Based education; founder of Planned Giving at MIU
If you would like to speak to a P.A.T. member, contact:
If you are interested in joining the Professional Advisory Team, contact: