Steve has been a business owner/employer for 27 years. He has been a practicing financial advisor for the past 20 years. That’s a total of 47 years of successful entrepreneurial and academic accomplishments working in your favor. Armed with vast practical knowledge of complex business, family, and personal financial planning issues, Steve works closely with your CPA and family attorney so that they can better help you.
Her expertise in executive administrative management makes Jazmin an invaluable asset to everyone at Your Fiduciary Team™ as well as our clients. Besides being fluent in both Spanish and English, Jazmin takes pride in maintaining existing client relationships, on-boarding new clients, and responding to clients’ inquiries.
Mr. Picha is also experienced in providing valuation and litigation consulting services having practiced in these disciplines for the past 20 years. His experience includes economic damages, loss of profits, breach of contract, personal injury, wrongful death, construction claims, tracing and apportionment of assets, and other areas of forensic accounting. He has been involved in numerous business valuation engagements for use in either the potential sale of business, litigation matters, estate and gift tax, and buy-sell agreements. He has provided expert testimony in Circuit and Federal Courts.
Mr. Sabra counsels clients on related individual and corporate tax planning issues, probate and trust administration, litigation, business law, guardianship, and elder law. He also represents beneficiaries in dispute resolution, probate and trust administration both in and out of court.
Josh’s areas of concentration are, Prenuptial and Postnuptial Agreements, Divorce, Paternity Agreements, Real Property Division, Comprehensive Child-Related Disputes, Re-Addressing Child Support, Post-Divorce Issues and Alimony Modification.
Daniel Maguire is our resident Mathematics Intern. He hails from Boston Massachusetts, ”The Bean Town Capital.” As an “integral” team member and “numbers cruncher” of Your Fiduciary Team, LLC, Dan is involved in the ongoing development of an active equity-investing algorithm.