Our senior management team brings more than 200 years of experience to our culture. Our backgrounds include diverse financial expertise in areas of insurance, risk management, asset protection, wealth transfer, investment management, tax, legal, securities, accounting, finance and more. With access to such a broad array of deep technical knowledge, we can rapidly and thoroughly develop bespoke solutions to complex problems that we make simple to understand. Critically, these solutions are engineered to deliver specifically what our clients and their other advisors seek but cannot find anywhere elsewhere. 

executive management

Joshua Gottlieb  Chairman and Chief Executive Officer  t 440.914.9603  jgottlieb@gottlieb-org.com   LinkedIn

Joshua Gottlieb
Chairman and Chief Executive Officer

t 440.914.9603
jgottlieb@gottlieb-org.com
LinkedIn

Michael G. Goldstein  Executive Vice President – Tax, Estate Planning and Non Qualified Benefit Solutions  t 440.793.0215  mgoldstein@gottlieb-org.com   LinkedIn

Michael G. Goldstein
Executive Vice President – Tax, Estate Planning and Non Qualified Benefit Solutions

t 440.793.0215
mgoldstein@gottlieb-org.com
LinkedIn

Charles M. Hall  General Counsel and Corporate Secretary, President Advanced Captive Management Company  t 440.914.9675  chall@gottlieb-org.com

Charles M. Hall
General Counsel and Corporate Secretary, President Advanced Captive Management Company

t 440.914.9675
chall@gottlieb-org.com

Jay Williamson  TGO Wealth Solutions of St. Louis  t 314.735.2282  jwilliamson@gottlieb-org.com   LinkedIn

Jay Williamson
TGO Wealth Solutions of St. Louis

t 314.735.2282
jwilliamson@gottlieb-org.com
LinkedIn

Jeffrey Smith  CPA TGO Wealth Solutions of St. Louis   t 440.914.9690  jsmith@gottlieb-org.com   LinkedIn

Jeffrey Smith CPA
TGO Wealth Solutions of St. Louis

t 440.914.9690
jsmith@gottlieb-org.com
LinkedIn

 
Garrett McDaniel   Senior Consultant, Special Projects  t 201-739-1048  gmcdaniel@gottlieb-org.com   LinkedIn

Garrett McDaniel
Senior Consultant, Special Projects
t 201-739-1048
gmcdaniel@gottlieb-org.com
LinkedIn

Operations team

Howard Schneider
Senior Manager, Tandem Plan Services
t 440.914.9600
hschneider@gottlieb-org.com

LinkedIn

Jaime Gottlieb
VP, TGO Finance
t 440.914.9650
jaimegottlieb@gottlieb-org.com

LinkedIn

Benjamin Warburton
Manager, Financial Analytics
t 440.914.96
bwarburton@gottlieb-org.com

LinkedIn

Kathy McGuane
Director, Business Development
t 440.914.9681
kmcguane@gottlieb-org.com

LinkedIn

Patrick Burke
Analyst, Tandem Plans
t 440.914.9605
pburke@gottlieb-org.com

LinkedIn

Administrative Team

Jordyn Gottlieb
AVP, Branding and Staff Development
t 440.914.9625
jordyn.gottlieb@gottlieb-org.com

LinkedIn

Lindsay Herman
Senior Executive Assistant to CEO
t 440.914.9603
lherman@gottlieb-org.com

LinkedIn

legal and finance team

Wade Quigley
Senior Accountant
t 440.914.9691
wquigley@gottlieb-org.com

LinkedIn

Anne Giddings
Finance Director
t 440.914.9695
agiddings@gottlieb-org.com

LinkedIn