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The Highland Advanced Planning Team

Who We Serve

First and foremost, we serve you, our independent producers, planners and representatives. In this role, we also assist your clients and their legal and tax, family office, trust, banking, investment and wealth advisors.

Who We Are

A team of professionals with outstanding educational and professional credentials — J.D., LLM, MBA, AEP®, CLU®, ChFC® and CFP® — with strong backgrounds in estate, business, charitable, and life insurance planning. We stay current with the latest tax and legislative developments to keep you informed of the issues that affect your clients and your practice. We especially pride ourselves on our creative hands-on approach to sophisticated custom case design, one that integrates insurance and non-insurance planning strategies to give you the leading edge. Our experience and our expertise can help differentiate you and your practice.

Stay tuned… Over the next several weeks we will be introducing the members of our Advanced Planning Team.

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Complete the form below to access Highland’s Advanced Planning Team brochure.


This material does not constitute tax, legal or accounting advice and neither Highland Capital Brokerage nor any of its agents, employees or registered representatives are in the business of offering such advice. It was not intended or written for use and cannot be used by any taxpayer for the purpose of avoiding any IRS penalty. It was written to support the marketing of the transactions or topics it addresses. Anyone interested in these transactions or topics should seek advice based on his or her particular circumstances from independent professional advisors.

This page is intended for agents and representatives only, and not to inform members of the general public. The information provided in the agents’ testimonials above may not be indicative of the experience of any end clients. The experiences and opinions are those of the financial professionals only. Securities by licensed Individuals Offered Through Investacorp, Inc. A Registered Broker/ Dealer. Member FINRA, SIPC. Advisory Services Offered Through Investacorp Advisory Services, Inc. A SEC Registered Investment Advisory Firm. Highland Capital Brokerage is not affiliated with Investacorp or Investacorp Advisory Services. Not all of the individuals listed on this site are registered to offer Securities products or Advisory services through Investacorp and Investacorp Advisory Services. Investacorp and Investacorp Advisory Services does not offer tax or legal advice. This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Investacorp and Investacorp Advisory Services may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed.

By submitting this form, I certify that I am authorized to access the pages and any materials or documents provided by therein.

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