Are you Covered? Insurance and Wealth Building Strategies for Surgeons

Mike Wenger
Mike is an accomplished financial professional with over 17 years of experience in the industry. Holding a major in accounting from Hofstra University, he embarked on his career right after graduation and has been passionately serving clients across the United States. With a reputation for providing financial advice and solutions, Mike’s dedication and experience have earned him the trust of numerous clients. As a financial specialist, he continues to thrive in his field, ensuring his clients achieve their top pursuits and objectives.

Jared Rothbard
Jared has been in the financial services industry since interning at age 18. During his internship, he realized the impact he could make on people’s lives, personally and professionally and became full time in 2011.
He is a coach, helping his clients navigate through financial myths and misinformation, so they can make confident decisions based on facts, not opinions. Jared utilizes a unique approach in many areas such as risk mitigation, cash flow management, tax saving strategies, and distribution planning. Jared’s greatest satisfaction comes from the thought that his clients can live their lives with confidence because their planning is not based on hope.