As the Managing Partner at KOHR Financial & Insurance Services, my primary responsibilities are maximizing the company's profits and acquiring new clients. I specialize in comprehensive and holistic financial planning to help clients reach their maximum financial potential. With over 25 years of experience in the financial services industry, I have honed my expertise and passion for guiding clients toward their financial goals.
I earned my MBA from Babson College and hold the Life Underwriter Training Council Fellow® (LUTCF®) designation from the American College. My motivation stems from the ability to help clients achieve their financial objectives, and I particularly enjoy meeting with clients to explore how I can assist them. My most significant value is a systematic personal finance and cash flow management approach.
Originally from Woodmere, NY, I now reside in Rancho Santa Margarita, CA, with my wife, Wendy, and our daughter, Alison. Outside of the office, I am actively involved with the Saddleback Sunrise Speakers Toastmasters Club, the Orange County Le Tip business owners group, and serve as the Tulane University Orange County Chapter Co-President. In my free time, I enjoy playing golf and tennis, working out regularly, walking in the neighborhood, and following my favorite sports teams.