Since 1989, Don has helped a wide range of clients confidently navigate complex estate and business planning issues. Don closely collaborates with other attorneys, financial planners, accountants, and insurance professionals in order to achieve the specialized planning goals of each and every client, one client at a ti...

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Jeremy Joseph joined Protected Tomorrows in 2024, bringing over 18 years of experience in the financial services industry. As a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and Chartered Special Needs Consultant® (ChSNC®), Jeremy is deeply committed to helping families navigate the unique challen...

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Denise Kaplan received her undergraduate degree (B.A., Magna Cum Laude, Phi Beta Kappa, 1995) from the University of Illinois and her law degree (Magna Cum Laude, Order of the Coif, 1998) from the University of Illinois College of Law, where she was the Managing Editor of the Elder Law Journal and a Harno Fellow. Denis...

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Larry Rivkin received his undergraduate degree (B.A. with distinction, Phi Beta Kappa, 1989) from Stanford University and his law degree from the University of Chicago (1994), where he was a Lord Bissell Public Service Merit Scholar.  Licensed in both Illinois and Florida, Larry is also a CERTIFIED FINANCIAL PLANN...

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Lindsay Korey Lefteroff received her undergraduate degree (B.S, with honors, 2000), MBA, and law degree (cum laude, James Wheldon Johnson Fellow, Business Law Review Executive Editor, 2007), all from the University of Miami.  Lindsay assists clients with all aspects of estate planning and estate and trust administ...

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As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach y...

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Attorney Benjamin (Benji) Rubin, Brian’s youngest son, Mitchell’s “little/big” brother, graduated from the University of Illinois Law School, Magna Cum Laude, and received his undergraduate degree from Northwestern University.  Benji is a member of the Academy of Special Needs Planners, an...

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Jessica joined our team as an intern in 2021 following a nine-year career in public and non-profit accounting. She wanted to use her love of numbers to help individuals with their money decisions from budgeting to taxes to retirement, so they can make informed decisions that support their personal goals. A graduate of...

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