Marc Sheridan founded Sheridan Wealth Advisors in 2003 and in that time has created over $200,000,000 in additional wealth for his life insurance clients through increased benefits and premium savings. He pioneered the US-trademarked Forensic Reviews of Life Insurance® process, an in-depth examination of existing policies which now extends to 8 related areas of insurance and annuities.
Beyond that, Marc has helped hundreds of families realize qualitative, quality-of-life-changing benefits they were previously unaware of, such as adding fixed-rate long-term care or preventing policies from premature lapses and soaring premiums.
He is known for his ability to explain the complicated intricacies of life insurance and annuities in straightforward, easy-to-understand language to help clients tailor which instruments and strategies are best for them based on today’s market realities.
He has been an active leader in the Bal Harbour, Florida community for 40 years. In addition to the Forensic Review series, he has authored several white papers on life insurance and annuities, copywritten strategies on charitable giving, and routinely advises estate tax planners and wealth managers nationwide.
Ricky Turetsky is a University of Michigan graduate and a University of Florida law school graduate. He 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 helped to create many opportunities for friends and clients to benefit dramatically from the SWA forensic reviews of older insurance, long term care policies and annuities.
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.
David Connelly is a graduate of the University of Nevada, Las Vegas with a degree in communications and studied Lean Six Sigma management. He has been in the insurance and financial industry for over 10 years, specializing in high-level reviews, analysis, and sales. He joined the SWA team in 2018 team and is a valuable member who performs a variety of critical functions, including Digital Marketing Management, Analysis in case design, and the creation of Forensic Reviews, helping to build long-term financial plans for clients.
Mark Eidelman is a well-seasoned business executive who resides in Maryland with his wife Stephanie and their Covid dog, Macie. Mark and Stephanie have 17-year-old twins, Remy and Samantha, who are headed to college in the fall.
During the course of his career, Mark has held senior leadership sales roles focusing on retail, partnering with major consumer packaged goods (CPG) companies, including Nature Made Vitamins, Conair, Broadway Enterprises, Munchkin, Au Dela, and others.
His entrepreneurial endeavors have included exporting US-branded products into overseas markets, facilitating the import of brands for US retail, and helping major healthcare systems acquire personal protective equipment (PPE) during the Covid crisis.
Mark plays a senior executive role with Sheridan Wealth Advisors with a special interest in the non-profit sector.
He can be reached at firstname.lastname@example.org or at 240-460-1242.
Arnie Hiller has been in the Executive Search business since founding U.S. Search LLC in Nov 1982. U.S. Search has focused its recruitment efforts on identifying top talent for its global clientele in the Specialty Materials industries. In 2011, Arnie began U.S. Search Legal LLC which has been successfully recruiting attorneys for legal opportunities with law firms and for in house positions.
Outside of his work day (and night) Arnie has found his passion for leadership and giving back fulfilled as the President of the Gesher Jewish Day School, in Fairfax, VA, and most recently as the President of Beth Sholom Congregation and Talmud Torah. He has also served as the President, Chairman and currently serves as Regional Chair for Friends of the IDF for the Mid Atlantic.
Arnie is a graduate of the Wexner Heritage Program. He obtained his BA if Political Science from Union College in Schenectady, NY. After graduation, he served as a VISTA (Volunteer in Service to America) volunteer where he was assigned to the State Board of Pardons and Paroles.
Arnie is married to Kim and has 2 adult children, Sydney and Andrew.
Yehuda Rosenberg brings over nine years of advanced textual study and analysis to the Sheridan team, having taken active roles in fellowship programs for Talmudic Law at Beth Medresh Gavoha in New Jersey and the Miami Beach Kollel of South Florida. He holds a Bachelor’s degree in Talmudic Studies and has worked closely with community members one and one and in groups to unify teams and to advance the level of community involvement with the center for learning. Yehuda started and runs his own product development and sales company with Amazon, and looks forward to using his finely honed skills in research, communication, finance, and analysis to help add value for his clients.