SELECTED PUBLICATIONS & AWARDS

THE INVESTMENT ADVISOR'S COMPLIANCE GUIDE, 2nd Edition  (National Underwriter 2017)
https://www.nationalunderwriter.com/the-investment-advisor-s-compliance-guide-2nd-edition.html

GROWING WITHIN THE LINES: THE INVESTMENT ADVISER’S ADVERTISING AND MARKETING COMPLIANCE GUIDE

TD Ameritrade, Schwab, National Society of Compliance Professionals, and Fidelity publications

RIABIZ.com, content republished by Forbes.com

PROTECTING AND REBUILDING YOUR RETIREMENT

YOU CAN RETIRE WHILE YOU’RE STILL YOUNG ENOUGH TO ENJOY IT 

FAMILY INSURANCE HANDBOOK

 LONG-TERM CARE INSURANCE MADE SIMPLE

INSURING QUALITY: HOW TO IMPROVE QUALITY, COMPLIANCE, CUSTOMER SERVICE, AND ETHICS IN THE INSURANCE INDUSTRY (co-authored with Hedy Abromovitz)

BRINGING TQM ON THE QT TO YOUR ORGANIZATION (co-authored with Hedy Abromovitz)

Plays were included in several festivals

STC Compliance Digest (Securities Training Corp.)

Advisor One; Think Advisor; IA Watch