Advanced Planning Committee

When you join BAM, the Advanced Planning Committee sets the standard for advanced planning best practices, which include wealth enhancement, wealth transfer, wealth protection and wealth sharing. From social security to estate planning to charitable giving, this committee offers expertise in all areas of advanced planning.

Adam Goldstein, JD, LL.M, CFP<sup>®</sup>

Adam Goldstein

Associate Wealth Advisor

Connie Brezik, CPA/PFS, CFP<sup>®</sup>

Connie Brezik

Wealth Advisor

William Morgan, CPA/PFS

William Morgan

Wealth Advisor

David Luckes

David Luckes

Director of Institutional Services

Madaline Creehan

Madeline Creehan

Wealth Advisor

Jim Cornfeld, CFP®

Jim Cornfield

Wealth Advisor

See more of our team

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