YOUR EXTENDED TEAM
Strategic Partners
The robust in-house team is complimented by a network of allied professionals with unparalleled expertise. As we prepare for the many facets of your retirement journey, we will collaborate with the most skilled and experienced individuals in estate, legal, and healthcare planning. Bring your questions to any of our strategic partners – they’ll know how to help.
Meet Our Partners
BRIAN C. MOORE, Certified Medicare Insurance Planner
Brian C. Moore is a Certified Medicare Insurance PlannerTM (CMIP®) and founder of Ohio Medicare Plan. As our strategic partner, Brian serves as our Medicare Expert for all our full service clients, taking our ability to provide the highest level of expert Medicare education, advice, and guidance to a whole new level.
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CELIA KLUG WEINGARTNER, Attorney
Celia Klug Weingartner is a highly-recommended attorney to whom we are proud to refer our clients for estate planning and probate matters.
Celia was born and raised in Cincinnati, Ohio. She is a graduate of Wyoming High School. Celia attended DePauw University and received a degree in Sociology and Education Studies. Celia attended the University of Cincinnati College of Law. While at the College of Law, Celia was a fellow with the Ohio Innocence Project where she managed 40+ cases of Ohio inmates claiming actual innocence. Additionally, Celia worked for Treleven and Klingensmith Law, the Hamilton County Public Defender’s Office, and Legal Aid. She was also a volunteer with Hamilton County Youth Court.
MOSHE TORON JD, Elder Law Attorney
We are proud to introduce our clients to Moshe Toron, an expert in Elder Law, Medicaid planning, nursing home planning, and estate planning. Moshe works with families to help them address their long term care needs, such as applying for Medicaid Nursing Home benefits.
Mr. Toron was admitted to practice in Ohio in 1999. He is also admitted to practice before the U.S. Court of Appeals for the Sixth Circuit. He is a member of the Cincinnati, Warren County, Butler County and Clermont County Bar Associations. He has served as the Vice-Chair of the Cincinnati Bar Association Elder Law Committee. Toron has also served as the Chair of the Cincinnati Bar Association Young Lawyers Section, CLE Committee and as a member of the CBA Young Lawyers Section, Executive Committee.
Moshe lectures on Elder Law, Medicaid Planning, Nursing Home Planning, and Estate Planning. Among his presentations was “The New Estate Tax Legislation: Planning Strategies” and “Basic Estate and Gift Planning” CLE Seminars at the Cincinnati Bar Association. He was a recent guest lecturer at the Chase College of Law, speaking to law students about Medicaid Planning for Nursing Homes.
Mr. Toron is very involved in the community as well. He has served on The United Way Business Development Committee and is a member of the Jewish Federation – Cordozo Society. He has also served as a board member of the North Avondale Business Association and the Jewish Community Relations Council.