Our multi-generational team of financial professionals has decades of experience helping individual, families and business owners plan for the future. Our managing partners have more than 50 years of combined experience and have built long-lasting relationships through strong bonds of community and friendship.
With issues ranging from college costs to retirement planning to caring for aging loved ones, the team at Sandbox Financial Partners brings our varied backgrounds and years of experience to provide the perspectives, expertise and direction your family needs.
Kurt is currently the Principal of Czarnowski Consulting, a retirement planning firms which provides “Expert Answers to Your Social Security Questions.” He has over 34 years’ experience working with the Social Security Administration. He is the Regional Communications Director for the Social Security Administration in New England and was responsible for coordinating the Social Security Administration’s public affairs/public information activities in the six New England states.
Dave is a shareholder at Rubino & Company and is responsible for managing his diverse tax practice, including closely held businesses, individuals, estates, and trusts. He also oversees the wealth management practice of the firm and is a practicing attorney. With more than 30 years of experience, Dave brings a level of excellence that clients can rely upon.
Dave is a shareholder at Rubino & Company and specializes in finding strategies to minimize tax burdens and preserve wealth for his clients. He is responsible for management of the tax, wealth management and business consulting practice, practice development and client services. He has over 30 years of experience providing proactive, creative tax and investment advice to government contractors, medical practices, attorneys, lobbying firms, and high net worth individuals. Craig also provides consulting on business acquisition and disposal compensation planning, business restructuring, and reengineering.
As a senior staff member at Rubino & Company, Kristen is responsible for providing clients with a variety of tax-compliance services, including individual and fiduciary return preparation, tax projections, and substantive responses to IRS and state tax authority inquiries.As a practicing attorney with David Albert & Associates, llc, she specializes in estate planning, wealth preservation, and probate administration.