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TEAM

We provide advice. Period.

When you hire AdvicePeriod, you hire a knowledgeable fiduciary committed to helping you keep more of what you earn. We could certainly invite you out for a round of golf, or take you to an NBA/NFL game, but the way we see it, you don’t need a new friend. What you need is a trusted advisor — an expert who can make a real difference on your balance sheet.

Leadership

Driving our ongoing evolution are some of industry’s most notable mavericks.

Steven Lockshin

PRINCIPAL

Jonathan Straub

PRINCIPAL

Marc L. Russell

PRINCIPAL

Advisors

Meet the professionals focused on delivering practical insight and guidance.

Steven Lockshin

PRINCIPAL

Marc L. Russell

PRINCIPAL

Mark Albers

PARTNER ADVISOR

Alan Bonde

PARTNER ADVISOR

Chrissy Canapari

PARTNER ADVISOR

Kristen Caseley

ADVISOR

Rehan Chaudhry

PARTNER ADVISOR

Kimberly Clouse

PARTNER ADVISOR

Dominic Cozzetto

PARTNER ADVISOR

Scott Davis

SENIOR ADVISOR

Jake Dorman

ADVISOR

Anthony Ferraiolo

ADVISOR

Alan Gelb

PARTNER ADVISOR

Erik Gulsrud

PARTNER ADVISOR

Richard Hansen

PARTNER ADVISOR

Jeff Harley

PARTNER ADVISOR

Mark Harris

ADVISOR

Michael L. Hu

ADVISOR

Larry Isaacs

PARTNER ADVISOR

Mike Lambrakis

PARTNER ADVISOR

Arielle Lederman

SENIOR ADVISOR

Daniel Legault

PARTNER ADVISOR

Megan Logee

PARTNER ADVISOR

Laurel Mann

PARTNER ADVISOR

Brett Nelson

PARTNER ADVISOR

David Noosinow

PARTNER ADVISOR

David Paley

PARTNER ADVISOR

Ray Prospero

PARTNER ADVISOR

Matt Regan

SENIOR ADVISOR

Alison Roth

ADVISOR

Jim Shagawat

PARTNER ADVISOR

Jorge Soriano

SENIOR ADVISOR

Mitchell Spinneberg

ADVISOR

It’s not just our team, it’s our network.

After years of serving clients with estates that run from hundreds of thousands to billions of dollars, we have developed an in-depth knowledge of taxes, estate planning, insurance, corporate structure, and even aircraft acquisition. All these skills are fundamental to our business, but we’re the first to admit that we don’t know everything. Occasionally, our experts turn to other experts.

We have access to individuals at the top of their professions — experts who collaborate with us to serve our clients in a forum that’s both efficient and effective.

Shall we plan our first meeting?

Let's be in touch