Chad L. Reyes

President and CEO

Chad L. ReyesFor over the past decade, Mr. Reyes and his firm have served mission driven business owners, entrepreneurs and industry leaders in developing, applying and implementing advanced insurance planning strategies and products that allow them to efficiently create, protect and transfer their personal and business wealth.

Mr. Reyes has also been a contributing author and speaker to numerous organizations such as The CPA Journal, NYSSCPA Tax Stringer, NYSSCPA Trusted Professional, Estate Planning Council of NYC and others. He is the creator of 4 Phases of Prosperity EconomicsTM, TOLI ExperienceTM and L.O.V.E. PlanningTM, which helps families of wealth transition the conversation from preparing the assets for the family to preparing the family for the assets.

Chad serves on the Board of Directors for the Estate Planning Council of NYC, Staten Island Chamber of Commerce along with Children of the City which is an organization which empowers children and families in the NYC community to help break the chains of poverty.

Chad and his beautiful wife and business partner Danielle find fulfillment in empowering the next generation of leaders in their community via their local Chamber of Commerce’s, Young Entrepreneurs Academy and which is an organization both Chad and Danielle co-founded to equip and nurture the leadership and entrepreneurial gifts of youth (13 to 18 year olds) to become the next generation of change agents.

When Chad and Danielle have downtime, they enjoy reading the word, attending church, traveling and investing quality time with their family and friends.



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