Meet The Team
We’re Fun, Social & Business Savvy.
|WHAT I LOVE ABOUT EXEMPLAR|
I love working with an experienced team of diverse professionals that is always up for new challenges.
|AT EXEMPLAR||Work Smart, Have Fun – See Us At Play|
- I have worked in the Estate and corporate tax planning field for the last 40 years and over that time have successfully designed and implemented several programs that have saved clients hundreds of millions of taxes over the years.
- We are currently using our “Estate Tax Repeal” program to allow clients to totally eliminate estate taxes. We specialize in mortgaged life insurance to greatly improve upon a clients financial position. We can also use this platform to greatly improve current deferred compensation programs as well as greatly improve future results for all qualified retirement accounts.
University of Los Angeles,
MORE TEAM MEMBERS
Christopher Marston, Esq.
Chief Executive Officer Exemplar Companies, Pbc.
Managing Director, Exemplar Consulting, LLC
Managing Director, Chief Compliance Officer, & Senior Advisor
Head of Law, Exemplar Law, LLC
Andrew J Szabo, CFA
Managing Director, Exemplar Capital, LLC
Louis Amatucci, Esq.
Managing Director, Head of Securities Practice, Exemplar Law, LLC
Steven R. Monticone
President & Chief Operating Officer, Exemplar Companies, PBC
Jeffery C. Foy, Esq.
Special Counsel – Entertainment, Media, Publishing, Health & Wellness, Exemplar Law, LLC
Fred B. Wilcon, Esq.
Corporate & M&A, Exemplar Law, LLC
Account Executive, Exemplar Companies, PBC.
Brand Strategist, Exemplar Consulting, LLC
Cannabis Market Advisor, Exemplar Consulting, LLC
Mark Chasan, Esq.
Vice President, Exemplar Business
Managing Director, Exemplar Tax & Accounting
Executive Assistant, Exemplar Companies, PBC.
FINOP, Exemplar Capital, LLC
Paul Haberman, Esq.
Special Counsel – Litigation, Exemplar Law, LLC
Marketing and Public Relations Manager, Exemplar Consulting Group, LLC.
Specialty Counsel, Corporate, Transactions, International at Exemplar Law, LLC
Richard Strauss, Esq.
Vice President, Exemplar Law, LLC
Scott Jaffe, Esq.
Special Counsel – Securitization & Corporate, Exemplar Law, LLC
Stefan J. Kasian
N.M.D., Ph.D., Health Tech Strategist/Naturopathic Doctor, Exemplar Wellcare, LLC
Stephan Jan Meyers, Esq.
Specialty Counsel – Securities Compliance, Exemplar Law, LLC
Sr. Managing Director, Exemplar Insurance Services, LLC
Chief Human Capital Officer, Exemplar Companies, PBC
Paralegal, Exemplar Law, LLC
Fractional COO/CFO, Janitor Exemplar Consulting, LLC
Vice President of Insurance Services, LLC
Intellectual Property Counsel, Exemplar Law, LLC
Managing Director of Health Tech Commercialization, Exemplar Wellcare, LLC
Trademark Counsel, Exemplar Law, LLC
Senior Associate, Exemplar Consulting, LLC
Principal Examiner, Exemplar Consulting, LLC
Human Resources Consultant, Exemplar Consulting LLC
Principal Examiner and Consultant, Exemplar Consulting, LLC
Clean Energy Lobbyist
Managing Director, Exemplar Insurance Services, LLC
Managing Director-Distribution, Exemplar Capital, LLC
Registered Representative, Investment Banking, Exemplar Capital LLC