A Letter from our Founder
A few years ago, I looked into a life insurance policy I had purchased about 7 years prior. I realized that it was on track to lapse ten years earlier than I expected. None of my advisors had been managing the policy, and no one communicated the risks to me. I thought about the situation I would have left my three girls and wife in, and it woke me up. Once I fixed the issue, I thought, how many other people are on an island when it comes to legacy planning?
That inspired me to start Vest. I’ve leveraged three decades as an entrepreneur, investor, and insurance-industry leader to provide long-term legacy protection and monitoring for individuals and businesses. I want people to know they don’t have to be alone in planning for their future.
Founder and CEO
I have spent over 30 years as an entrepreneur, investor, and industry leader within the life insurance and wealth preservation space. I’m passionate about helping individuals and families create and protect their legacies. I previously founded Blackridge Capital in 2014 to create an investment vehicle for private investments and the creation of new companies in the financial world.
I was born and raised with humble beginnings in the the Bronx, New York. Now, I live in Rye Brook with my lovely wife and daughters. I strive to make a difference by helping others well beyond wealth and advice by being an active philanthropist through several nonprofits such as Martin Luther King Foundation and UNICEF.
I am frequent contributor to Forbes and Nasdaq.
Chief Operating Officer
I have worked as an executive in the construction industry building the infrastructure for large privately owned businesses and start-ups. My latest venture involved fostering an environment of growth, helping the company go from $20M sales to $150M in three years. During that period I met David, Vest’s founder, while he was advising my firm on strategic risk and streamlining our buy-sell agreement structure to be more tax efficient. From there I became extremely interested in the undervalued benefits of life insurance and I came aboard the Vest team to oversee business and product development.
I have a BA in Economics from Johns Hopkins University, and serve on the Estate Planning Committee, as well as the Trust & Administration Committees for the NY State Society of CPAs
Co-Founder and Advisor