Edward Jones - Financial Advisor: Tony Shaw

Geller is an independent firm that provides strategic financial, wealth management, tax, and consulting services to individuals and families of significant wealth, and their affiliated operating businesses and foundations.

The Starr Foundation is a prominent private foundation based in New York City, established in 1955 by Cornelius Vander Starr, an insurance entrepreneur. With assets totaling approximately $1.5 billion, it has become one of the largest private foundations in the United States, under the leadership of Maurice R. Greenberg. The foundation has made substantial grants exceeding $3.8 billion worldwide, focusing on areas such as education, medicine and healthcare, human needs, public policy, culture, and the environment.Generated from the website

Focus Financial Partners is a leading partnership of independent, fiduciary wealth management firms. Focus provides superior access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with wealth management, benefits consulting and investment consulting services. Focus partner firms maintain their operational independence, while they benefit from the synergies, scale, economics and best practices of a market leader to achieve their business objectives.