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Universal Wealth is lead by Andre L. Pennington, an Inc. 5000 CEO and Forbes Finance Council member, and one of the nations foremost leading Firms in financial planning, estate planning, asset protection, and tax strategies for high-net-worth clients. Universal Wealth is at the forefront of integrating financial planning, asset protection, estate planning, and tax strategies into a unified discipline. Universal Wealths innovative approach includes utilizing irrevocable trust to help clients eliminate capital gains tax on the sale of appreciated real estate and businesses. This enables clients to eliminate capital gains tax, preserving their wealth and allowing for strategic reinvestment. Additionally, Universal Wealth specializes in business tax strategies that leverage taxable income into exemptions and usable money for business growth, ensuring clients maximize their financial potential and operational expansion. Andres thought leadership and pioneering strategies have earned the him features in prestigious publications such as Forbes, Fortune, The Wall Street Journal, The New York Times, USA Today, and Super Lawyers Magazine.
Reliance Bank is a Faribault, MN-based company in the Financial Services sector.
Freedom National Bank is a Greenville, RI-based company in the Financial Services sector.
As first vice president, chief technology officer, McManus will oversee all bank-wide technology investments, assure technology is used productively, securely and within policy and supervise computer systems analysts and computer support technicians. Prior to joining Pathfinder Bank in 2008 as computer operations manager, McManus was employed by Oswego County National Bank as senior network technician, along with PCC Information Services as senior information systems architect. McManus is a graduate of the Leadership Oswego County program and holds a bachelor of arts in information and computer science from State University of Oswego. McManus resides with his wife and son in Oswego. In his spare time, McManus acts as a co-chair Deacon at the Oswego Alliance Church and serves as the board president for Friends of the Oswego Public Library. He also enjoys weight lifting and gardening. In addition, McManus was named one of Oswego County`s “40 under 40” in 2013.
Greater Beneficial Union of Pittsburgh is a Pittsburgh, PA-based company in the Financial Services sector.