MEET THE PROFESSIONALS WHO HELP YOU REACH YOUR GOALS Professional Enyi Kanu, MBA, CFF® Founder and Chief Investment Officer firstname.lastname@example.org 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... Read more ADVANCED PLANNING PARTNERS Marc R. Schechter Senior Managing Director & Principal of Schechter Wealth Jason R. Zimmerman, MBA Senior Managing Director & Principal of Schechter Wealth Aaron Hodari, CFP®, CIMA® Managing Director Jordan Smith, JD, LLM Vice President Advanced Design 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. SIGN UP TO STAY IN TOUCH Name Email Address Thank you! Oops!