Amir leads Mylestone Plans as the group’s Managing Principal and CEO while also serving clients as a financial planner.
His expertise includes nonprofit benefits planning with a specialty in ERISA 401(k) and 403(b) plans. Amir also specializes in comprehensive financial planning for executives, with a focus on areas such as retirement income planning, tax efficiency, estate maximization and risk/investment management.
One of the top 20 advisors in the nation for Lincoln Financial Group, he has also consistently qualified for the Million Dollar Roundtable. Membership in the premier association of financial professionals is limited to those demonstrating exceptional professional knowledge, strict ethical conduct and outstanding client service.
Amir was born in Jaffa, Israel, moving with his family to the United States at age six. He graduated from the University of Maryland with a Bachelor of Science degree in Neurobiology and Physiology. He earned his Juris Doctorate from the University of Maryland School of Law, where he was a member of the prestigious Maryland Law Review publication. After serving as a clerk for the Honorable Judges Alpert, Rombro and Heller in the Baltimore Circuit Court, Amir practiced in the field of estate planning and devoted his time to advising startup nonprofits on legal matters on a pro bono basis. He joined Lincoln Financial Advisors Corp. in 2005 as a Financial Planner.
In addition to being a licensed attorney admitted to the bar for the state of Maryland, Amir is a Registered Representative and an Investment Advisor Representative with Series 7, 6, 65 and 63 registrations. He is also a Certified Financial Planner™ practitioner and a licensed Life and Health Insurance agent.
Amir lives in Potomac, Md., with his wife, Jessica, sons Yoni and Benny, daughter Elie, and their collie/sheltie rescue, Herzl.