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.