Monica Szakos Cramer, CFP®, CEPA, BFA, CFF®
As President of Asset Preservation Strategies, Monica Szakos believes wealth planning extends far beyond finances. With a focus on empowering clients through education and intentional decision-making, she helps individuals and families navigate the evolving complexities of wealth and life transitions. Monica has built a reputation for poise and clarity, especially during times of market volatility. […]
Gregory R. Banner, CFP®, CLU®, CRTP
Greg Banner brings over three decades of experience as a Certified Financial Planner® and serves as Chief Executive Officer of Asset Preservation Strategies. His work centers on providing coordinated financial planning for high-net-worth individuals, entrepreneurs, and business owners. Greg’s areas of focus include family office services, business growth and exit strategies, tax optimization, estate planning, and […]