Josh brings leadership and oversight to our fleet and specializes in tax planning and business strategy. Josh helps coordinate our entire fleet of companies for maximum benefit to our clientele guiding them from success to significance.

Josh started his first business at twelve years old with a natural inclination for being an entrepreneur. Since then, he has been involved in start-ups, corporate America, and in international business development. He has over a decade of experience in the Non-Profit Sector managing multi-million-dollar companies in addition to many years as a financial advisor and business efficiency expert. His background in the fields of Business, Finance, Executive Management, Real Estate, Operations and Sales brings a unique depth to his Business Family Coaching.

 Mark brings leadership and direction to SNA, guiding our team of CPAs to excellence and efficiency to the benefit of our clients. Mark is an expert in all things accounting and business tax

Mark has over 35 years of experience as a CPA in addition to a background managing organizations in the healthcare industry. His first-hand grasp of business and operations makes him an effective advisor to entrepreneurs and business owners across all industries with a focus on developing individualized business and tax strategies. Mark is also a Certified Business Valuation Expert and Certified Fraud Examiner.

 Jeff brings a value add that sets him apart from the overcrowded world of financial planners. He leads our division specializing in financial planning in concert with our overall planning efforts for our clients. Jeff and his team will collaborate with you to build a comprehensive plan to help guide you to growth and gratitude.

Jeff has been in the financial services business for 20 years. Most of his time has been spent in executive level roles helping train hundreds of financial advisors around the country on how to better plan for and serve their clients. His leadership role with his latest firm provided him with the opportunity to grow the firm from $100 million to $4 billion of client assets under management. Jeff sets out to help clients become more educated and get better advice to help grow and protect their wealth

Louie brings leadership to SNPG and oversee our newest insurance brokerage. His deep knowledge of the insurance industry brings value to our clients in the various areas of personal and business insurance.

Louie has been in the business for over 20 years having held multiple roles in the life insurance industry with specialties in Advanced Insurance Planning, product development, distribution and sales consultation, negotiation, risk management and executive leadership. Louie works with elite-level producers who consistently serve affluent clients. He empowers his producers with concierge-level support, so they have custom-tailored tools in their arsenal to succeed at the highest level.

Sunjay brings specialized insight to our tax planning and business structure needs. His experience with clientele from a multitude of fields and across the 50 states helps inform a high-level of results for our clients. Sunjay works in concert with the entire fleet maximizing legal, accounting, and financial guidance. 

Sunjay has learned to effectively work with a wide variety of individual and corporate clients of all sizes through his international education and legal experience. Throughout his years of practice in government, law firms and the financial industry, Sunjay has found that tax, corporate and business law often intersect. By focusing solely on tax, corporate and business law matters, Sunjay can provide comprehensive legal counsel to corporations, business owners, and individuals who may be seeking legal advice. Sunjay is an attorney who will provide competent counsel, realistic expectations and unparalleled service and   communication.