Our Team

Michael Roney

Michael Roney has consistently been recognized as one of the top financial professionals in the country for over 46 years. He is a life and qualified member of the M.D.R.T., a member of the Top of the Table and Court of the Table, distinctions earned only by the top 450 life underwriters in the world.

As a top industry leader and respected member of the community, Michael is frequently sought after as a leading speaker and media spokesperson on issues of financial and estate planning. He will show you how to preserve your wealth for generations to come by reducing and eliminating unnecessary taxation of your Estate. (You earned it. We help you keep it.) His ideas are clear, concise, and understandable… the “plain vanilla” approach.