Mr. Pfleger is Managing Principal of Pfleger Financial. He heads the private
client division specializing in tax and financial planning strategies for high-net-worth individuals
in the US and abroad. Prior to Pfleger Financial, he was a Senior VP at Bessemer Trust, delivering
investment and fiduciary services to its ultra-high-net-worth clients. His primary responsibilities
were expanding client relationships in the Southeast region and delivering unique and customized
tax and financial strategies to individuals and families. He began his career with KPMG as a CPA
in Miami. Mr. Pfleger is active with many professional groups and civic boards including the
Orange Bowl Committee and the Estate Planning Council. Mr. Pfleger attended Vanderbilt
University and holds an M.B.A. from the University of Miami. He holds degrees in Finance and
Accounting and is a CPA for the State of Florida. He is a Registered Investment Advisor and
Representative through M Holdings Securities, Inc. and is a past qualifier for Million Dollar Round
Table and Top of the Table.