Tony Unkel
Tony serves Entrust's Northeast region as Business Development Manager. He spent 10 years in sales and relationship management positions, and an additional eight years in the real estate and retirement industries. He joined the retirement industry during his previous employment and has traveled all over the U.S. by participating in engagements relating to fiduciary obligations and insurance regulations under the Employee Retirement Income Security Act of 1974 (ERISA). He’s worked directly with Plan Sponsors and Financial Advisors in the qualified retirement plan space for a number of years and really takes pride in his professional experiences and knowledge gained along the way.
Tony is a proud member of the American Society of Pension Professionals and Actuaries (ASPPA) and the National Association of Plan Advisors (NAPA). He holds a Bachelor Degree in Criminal Justice from Fairleigh Dickinson University in Teaneck, New Jersey.
Bernard Reisz, CPA, CPCU, ARM, ACI
Bernard Reisz CPA is Lead Strategist & Educator @ ReSureFinancial.com, providing SDIRA advisory, 1031 Exchange and Cost Segregation services.
- ReSure SDIRA Advisory: Consulting on all aspects of SDIRA investing strategy and compliance, as well as formation of SDIRA-owned entities (e.g., Single and Multi-Member LLCs).
- ReSure Cost Seg: Engineering-based cost segregation studies for real estate owners and lessors, to increase cash-flow by accelerating depreciation tax deductions.
- ReSure 1031 Exchange: Streamlined 1031 exchange Qualified Intermediary Services for real estate investors, to grow portfolios and eliminate taxes when selling appreciated assets.
- Real Estate Tax, Legal, and Financial Education: Tax, legal & financial education for investors @ members.resurefinancial.com
Prior to founding ReSure, Bernard served as Director of CoMetrics Partners, managing an array of engagements involving financial consulting and due diligence. Bernard advised owners of closely-held middle-market companies on advanced tax mitigation strategies.