Roger Roundy is the CEO of Strategic Associates, LLC and the Owner of The Alivint Group, LLC. His expertise lies in consulting with business owners, high-earning W-2 employees, beneficiaries of large liquidity events, and any taxpayers potentially overpaying in taxes. He firmly believes that citizens should fulfill their tax obligations to the fullest extent required by law, but not a cent more. Roger has dedicated countless hours to studying and educating taxpayers, tax preparers, advisors, and consultants on diverse tax incentives within the tax code. Whether the tax liability stems from business income, personal income (W-2), or a liquidity event (capital gains), Roger knows numerous solutions and incentives are available to assist taxpayers in retaining and utilizing more of their hard-earned money and works with clients to obtain those benefits.

Ken New brings more than 25 years of financial industry experience and expertise. Ken began his financial career as a manager at John Hancock in 1991. Today Ken is the founder & owner of Pinnacle Financial Wealth Management, a private financial firm dedicated to providing holistic financial management and proactive tax strategies to high net-worth individuals, CPA’s, fellow advisors, and attorneys. He has such a unique and wide range of expertise in the financial industry that he is a member of the prestigious Million Dollar Round Table and a past officer of the National Association of Insurance and Financial Planners. As a team based consultant, Ken collaborates with both local and national experts within an exclusive Virtual Family Office model to provide a holistic approach to full financial planning. Ken’s dedication to full financial planning allows him to provide more value and increases client satisfaction. Ken is dedicated to discovering options for income and retirement planning with a definitive strategy to reduce taxes. Ken New is the host of the Proactive Tax Strategies Podcast where he showcases many unique tax mitigation strategies and retirement topics.