Broker Check

MEET THE PROFESSIONALS WHO HELP YOU REACH YOUR GOALS

Professional

Enyi Kanu, MBA, CFF®

Founder and Chief Investment Officer

ekanu@kanuasset.com

Enyi Kanu is a speaker, thought leader, author and entrepreneur with over 30 years of experience in the financial services industry. He helps people preserve and transfer wealth, build wealth, manage taxes and receive lifetime income...

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ADVANCED PLANNING PARTNERS

Marc R. Schechter

Marc R. Schechter

Senior Managing Director & Principal of Schechter Wealth

Jason R. Zimmerman

Jason R. Zimmerman, MBA

Senior Managing Director & Principal of Schechter Wealth

Jordan Smith

Jordan Smith, JD, LLM

Vice President Advanced Design

Kevin Beauchamp

Kevin Beauchamp

Vice President Director of Strategic Partnerships

ADVANCED PLANNING PARTNERS

Schechter is a boutique, third-generation wealth advisory and financial services firm. For 80 years, their multi-disciplined team consisting of JDs, CPAs, LLMs, CLUs, PFSs, CAPs, MBAs, CFA® charterholders, CFP® practitioners and CIMA® consultants have been quietly advising wealthy families on financial matters including: Institutional quality investment advisory services, private capital and alternative investments, advanced life insurance planning, income and estate taxes, business succession and charitable planning.

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