President and Founder
A 25 year veteran of the insurance industry, Marc developed the Forensic Review of Life Insurance®, Forensic Review of Long Term Care and Forensic Review of Annuities process that is helping scores of families unlock the latent and un-utilized value in their existing policies. He has counseled hundreds of individuals, family offices and charitable organizations across the country to understand the myriad complexities in their life insurance (and related tax and estate planning) and explain, in plain English, alternatives that make sense. He has earned a reputation for common-sense strategies that add value, save money and lower risk exposure. He is a frequent Member of the Million Dollar Round Table and “Top of the Table” which represents the top 1% of planners in America. Marc lives in Bal Harbour, FL and is an active community member and local business leader.
Robert “Bob” Sheridan is a successful entrepreneur and real estate investor who has a national reputation for innovation and leadership that spans over 50 years. Bob founded Nationwide Leasing Company, one of the original companies in equipment leasing, in 1959 and was a founding member and the first President of the National Equipment Leasing Association.
Subsequently Bob created Robert Sheridan & Partners which focused the social and economic benefits of apartment ownership. As a result, RS&P was an early sponsor of condo conversions and ultimately completed 30 projects with over 9,000 units representing between $2.5 and $3.0 billion in value, spanning numerous cities including New York, Chicago, Philadelphia, and Atlanta as well several cities in Florida.
Together with Marc Sheridan, he established American Buying Corporation which created a master pool into which property owners could place their assets and benefit from the group’s buying power to reduce insurance premiums. By the mid-1990s American Buying had an insurance pool in excess of $2 billion.
Over the recent past Bob has been active in redeveloping existing residential properties in the Chicago area. Bob continues to reside in the Chicago area.
Ricky Turetsky. a University of Michigan graduate and a University of Florida law graduate practiced law for seven years and then began a 30+ year career of marketing and sales. He was active in the medical and laboratory arenas as an owner and consultant. Ricky also worked in the wealth management arena. Finally Ricky was engaged in venture capital primarily with Israeli companies.
With his expertise as an estate planning attorney and his long standing career in sales and marketing, Ricky brings an expertise and skill set to Sheridan Wealth Advisors that has has helped to create many opportunities for friends and clients to benefit dramatically from the SWA forensic reviews of older insurance and long term care policies and annuities.
VP of Operations
David brings 3 decades of sales and operational experience to SWA via his work with such clients as J.P Morgan Chase, First Data Corp, Merrill Lynch and American Express as well as numerous smaller clients in the United States and Germany. His role at SWA includes client interface and operational responsibilities, as well as working closely with the SWA team in the ongoing improvement of the SWA process and client experience. He lives in Chicago, IL.
Director of Marketing
Charlie Robb has been SWA’s Director of Marketing since 2007. He oversees the day-to-day corporate communications and advertising for the company and is responsible for building the Sheridan Wealth Advisors brand. Before joining SWA, Charlie was a principal at Smith and Robb Advertising in Fort Lauderdale. He has held creative and management positions at a number of the world’s largest advertising agencies, including Ketchum Communications in Pittsburgh and BBDO, Cunningham & Walsh and Foote Cone & Belding in Chicago. He also maintains a marketing and advertising consultancy, Charchin Creative.
Charlie has won numerous national and international marketing and advertising industry awards, including the OBIEs, One Show, Show South, New York Festivals, International Mobius Awards and dozens of ADDYs. Due to his creative reputation, he has been called on to judge at the Mobius Awards, The OBIEs, the ADDY Awards and he has been a guest judge at The Miami Ad School’s Portfolio Review.