Ira is US Army Airborne Retired. He practices comprehensive financial planning including financial estate planning and legacy planning as a CRPC® Chartered Retirement Planning Counselor℠. He is 0215 Health, Life and Annuity Insurance licensed and 0220 Commercial Insurance licensed. Ira requires to meet/speak with his clients quarterly in their home or on-line face-to-face webinar. 

Ira retired to Dallas TX and joined Merrill Lynch (later ML/Bank of America) as Registered Representative and Financial Advisor. He resides in Jacksonville FL with his wife of 33 years Robin (US Army Retired Colonel/O-6 Registered Dietitian). She blessed Ira while both served in West Berlin GE with 2 boys that she willed born on same day 1 year apart. Ira and Robin care for Ira’s paternal special needs Uncle who battles dementia.