The Affluent Advisor

• Name & Company: David Freitag, MassMutual  
• Email: [email protected]
• Phone Number: 617-235-5153
• LinkedIn:  https://www.linkedin.com/in/dave-freitag-4a71093/

• Name & Company: Caroline Brooks, JD, CFP®, CLU, John Hancock 
• Email: [email protected]  
• Phone Number: 888-266-7498, opt. 4 
• LinkedIn:  https://www.linkedin.com/in/caroline-brooks-b7061b31/ 
• Other places we'll see your name: https://podcasts.apple.com/us/podcast/hancock-talks/id1502291208 

Name and Company: Danzinger and Markhoff

email: [email protected]

Phone Number: 914-948-1556

Company Bio: https://danzigermarkhoff.com/attorney-mmarkhoff.php

Linkedin: https://www.linkedin.com/in/michael-markhoff-120978/

https://leathermansloop.org/history/muddiest-runners/

• Name & Company: Travis L. Hood, CPA/PFS , Kahan, Steiger & Company, P.C.
• Email: [email protected]
• Phone Number: 203-327-5717
• Company Bio
• LinkedIn
• Estate Planning Council of Lower Fairfield County

• Name & Company: Joan Wilson, Reed Wilson Case LLC  
• Email: [email protected] 
• Phone Number: 860-669-1222 
• Company Bio 
• LinkedIn 
• Facebook: https://www.facebook.com/search/top?q=reed%20wilson%20case 
• Other places we’ll see your name: https://naela.org/Shared_Content/Directories/Profile.aspx?id=15204

Name & Company: Brock Jolly, Veritas Financial & The College Funding Coach  

Email: [email protected] 

Phone Number: (703) 424-2401 

Company Bio 

LinkedIn  

US News 

• Name & Company: Jamie Mendelsohn, Ashar Group  - Life Settlements and Life Insurance Valuation
• Email: [email protected]
• Phone Number: 321-441-1119
• Company Bio: ashargroup.com/about
• LinkedIn:  Jamie’s:  Jamie Mendelsohn | LinkedIn
• Facebook:  Ashar’s: facebook.com/ashargroup
• Twitter: Ashar's: @AsharGroup
• Longevity Throws a Wildcard in the Best-Laid Plans
• Trust-Estates-Article-The-Role-of-Life-Settlements-in-Estate-Planning-April-2022.pdf (ashargroup.com)
• Trust-Estates-Trumped.pdf (ashargroup.com)

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