As CEO of Wealth Preservation Solutions, LLC, Kevin oversees asset management for private wealth clients. He has provided financial planning services to families and business owners for over 17 years.

Kevin also appears regularly as a financial commentator on CNBC (Morning Call, Portfolio Make-Over, Make Your Money Work, Power Lunch), on ABC and is frequently quoted in Business Weekly, CBS Market Watch, Fortune Magazine and The Wall Street Journal.

Prior to entering the business of financial planning, Kevin was the Executive Vice President of Beefsteak Charlies, a 70 unit restaurant chain. Early in his career, Kevin was a professional drummer, who toured and recorded with major stars such as: Bette Midler, Barry Manilow, Richie Havens, Todd Rundgren, Mary Travers, and Manhattan Transfer.

Outside the office, Kevin is an avid reader, a fitness buff, and a devoted family man. He enjoys spending his spare time reading, playing golf, hiking, scuba diving and snorkeling.

As President of Wealth Preservation Solutions, LLC, Paul oversees the Estate and Business Succession Planning for the firm’s high net worth clients. He often serves as a financial commentator authoring various articles on estate, business succession and exit planning. Paul is a frequent speaker at private industry and association conferences and has appeared as a guest financial planning reporter on CNBC.

In addition to his activities at the firm, Paul is on the Ramapo College Board of Governors and was a founding trustee of the Ramsey Public Education Foundation. He represents the Daniell Family Foundation in identifying and supporting New York and New Jersey based charitable organizations. Paul is a graduate of Boston College, an avid golfer, and a devoted family man.

Dennis is one of the founding principals of Wealth Preservation Solutions, LLC. He specializes in providing creative solutions and financial advice in the areas of estate and wealth transfer planning, retirement, business succession planning, charitable gifting, and investment portfolio design.

Dennis has served his industry and clients in many different capacities. He is an active member of the Association of Advanced Underwriters (AALU), which helps to develop the tax policy with Congress and the various government agencies. He is also the Founding Chairman of the prestigious Resource Group, an industry association of high level financial planners who meet regularly to share cutting edge estate and product ideas.

Dennis has been an invited speaker at numerous charitable and insurance industry meetings and is both a published author and frequent lecturer for the NJ Coalition of Automotive Retailers. His vast experience of over 35 years gives him a unique knowledge of what was and what now is available for the client who wants to maximize their estate for their family.

Richard is a founding principal in the respected financial planning firm of Wealth Preservation Solutions. He is now a financial planner whose background includes 30 plus years experience as Regional Vice-President with a multinational financial conglomerate. He is past chairman of their Advisors Management Committee.

Richard has established himself and his associates as premier providers of planning services for estate and wealth preservation and distribution, insurance analysis, as well as retirement and business transfer planning. He specializes in working with closely held businesses, top executives and successful professionals.

Richard’s impressive credentials include an advanced designation in insurance (CLU) and financial planning (Charter Financial Consultant). He has been endorsed by a number of national and regional industry associations to provide estate and business planning for their membership. These include the Real Estate Board of New York and National Fire Sprinkler Association.

Richard is regularly published in a variety of professional and trade publications. He has conducted numerous workshops and seminars on estate and wealth preservation and on business succession planning for such groups as the Jewish Federation of Long Island, Dominican Sisters Family Services, Inc., and the Real Estate Board of New York.

Scott Krim is a principal of the respected financial planning firm of Wealth Preservation Solutions. Mr. Krim’s background includes four years in public accounting as a Certified Public Accountant. He is a member of the New Jersey Society of CPAs and the American Institute of CPAs. Scott has also appeared as a guest speaker on a local cable program dealing with financial planning.

Scott specializes in working with closely held businesses, top executives and successful professionals, those contemplating retirement and those already retired, and high net worth individuals and families.

Scott's impressive credentials include endorsement by a number of national and regional industry associations to provide estate and business planning for their membership. These include the Real Estate Board of New York,  National Fire Sprinkler Association, and Jewelers of America among others. He has previously been endorsed by Paine Webber and Morgan Stanley to provide planning and insurance services to its clients.

Scott is regularly published in a variety of professional and trade publications. He has conducted numerous workshops and seminars on estate and wealth preservation planning and on business succession planning for such groups as the Jewelers of America, Jewish Federation of Long Island and the Real Estate Board of New York.

Robert W. Davis is a Certified Financial Planner™ Practitioner with Wealth Preservation Solutions. Robert works with individuals, business owners and executives in the areas of: Estate Tax Reduction Strategies, Business Succession/Continuity Planning, Business Fringe Benefits, Retirement Planning and Investment Planning.

Robert completed his Bachelor of Science degree in Business Administration from Ramapo College of New Jersey. He also earned his Certified Financial Planner™ (CFP®) designation from the College of Financial Planning in Denver, Colorado.

Robert has been an active member in the Society of Financial Services Professionals and has been in practice since 1991. Robert has been a guest speaker on various topics including Estate Planning, Investment and Retirement Planning for the local community and CPA’s in Bergen and Passaic County, NJ. Robert is an Investment Advisory Representative and Registered with NFP Securities, Inc.

Robert resides in Kinnelon, NJ with his wife and two children and enjoys spending his spare time with his family, playing tennis and fishing.