Joe often works closely with the following advisers to assist on plan design and strategy. Depending on the geography and complexity of the case, Joe may call on Scott or Phil to assist him.
Scott Rassler
Attorney & Financial Adviser
A graduate of Duke Law School, Scott is a former full-time practicing attorney and a past President of the South Florida Chapter of the Society of Financial Services Professionals. With over 30 years’ experience in the financial services industry, Scott is a leading expert in the analysis, design and implementation of sophisticated, client-focused life insurance policies and programs. Some of his specialties include: family-limited partnerships, private annuities, grantor dynasty trusts and charitable planned giving strategies.
Phil Miani
Honorable Mention
A full-time resident of Key West, FL since 1989, Phil established a thriving practice there and was highly trusted in his community. With over 50 years of experience, he specialized in sophisticated estate planning for family-owned businesses, retirement and income planning, and charitable giving strategies. He was on the Board of Directors for the South Florida Symphony, a proud grandfather and great grandfather, and loved supporting his ‘conch’ community. Regrettably, Phil passed in April 2023. We will always remember him fondly.