Generation Wealth

Barry started in financial services on the strength of charts showing 12% and 18% returns. Within two years his own clients were calling to ask where the returns had gone, and his mentor told him to say they were in it for the long haul. He left.

He co-founded a trust-deed investment company in Las Vegas and ran a portfolio past $100 million, until 2008 took the collateral under those loans. He lost over $1.4 million and moved his family out of state. He rebuilt buying foreclosures, and has spent the eighteen years since designing high cash value policies for real estate investors and business owners, as an Authorized IBC Practitioner with the Nelson Nash Institute. He still argues in public for funding them in the way that pays him least.

Steve was admitted to the bar in 1999 and has practiced for more than twenty-five years. He opened a Florida trusts and estates practice in 2008 and ran it until 2023, which is fifteen years of sitting with families after the person who built the thing was gone, holding a plan that read fine on paper and did not survive a tax bill, a soft market, or a brother who wanted out.

He is admitted to the bar in California and Florida, holds the Accredited Estate Planner designation, and is licensed as a life and annuity producer in all fifty states.