Our Team

For more than 30 years, Steven Goodman has provided insightful guidance in the non-variable business of business succession, wealth preservation and charitable planning, focusing on the needs of owners of closely-held businesses and high net worth individuals. He has spoken on the topics ranging from business succession to wealth preservation.

Steven has previously held the CPA designation at KPMG Peat Marwick. He holds an MBA from Fordham University in Finance.