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Vice President
Summit Financial Resources, Inc.
4 Campus Drive, 2nd Floor
Parsippany, NJ 07054
Tel: 973-285-3600
Direct Line: 973-285-3688
jrowek@sfr1.com
Joseph F. Rowek, JD, LL.M
Mr. Rowek is Senior Member of our Legal Team and Vice President of Summit Financial Resources, Inc.Education:
• LL.M Taxation, New York University School of Law
• JD, St. Mary's University School of Law
• BS-Accounting, Fairleigh Dickenson University
• New Jersey Insurance License, FINRA Series 6 and 7 and Series 24 Securities Principals' License
Specialization:
• Income, Estate, Gift and Generation Skipping Transfer Tax
• Insurance Structuring
• Business Succession and Continuity Planning
• Retirement and Charitable Planning
Business Experience:
• Member of Senior Management at Summit Financial Resources for
over 19 years
• Adjunct Professor of Estate Planning and Retirement Planning at
William Paterson University
• Counsel, Mutual Benefit Life Insurance Company
• Estate Tax Attorney, Internal Revenue Service
• Main LaFrentz & Co., CPAs
Personal:
Married with three children; Member of Charitable Society of St. Ann
Melkite Catholic Church.
