Our team is composed of experienced professionals that are passionate about crypto expansion

We are large enough to offer advice on a broad range of topics, and small enough to provide exceptionally personalized services to our clients.

Meet Our Team of Experts

Rudy Dogum

Blockchain Advisor

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Education

Rudy graduated from NJIT as an Electrical and Computer Engineer before obtaining a MBA in Entrepreneurship from Clemson University

Background
  • UTRUST ICO advisement
  • Mining implementation

Passionate about cryptocurrencies since 2011, Rudy has been closely following the industry grow in the tech world. Noticing it has yet to be adopted by most, he decided to start Upstate Blockchain. Working with a team of experts to help individuals and business owners confidently adopt cryptocurrencies.

Adam Capistrant

Mining Expert

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Education

Adam graduated from Kettering University in Flint Michigan as a Mechanical Engineer before obtaining a Masters (MBA) in finance and assuming a career in banking

Background
  • AMD Mining
  • NVIDIA Mining
  • ASIC Mining

Involved in crypto currency since its inception in 2009, Adam has mastered some of the finer technical aspects pertaining to mining and trading of crypto currencies. Having consulted mining establishments, from hobby-sized to industrial grade farms, he is an expert in building and managing mining centers.

Dan Vazquez

Tax Advisor

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Education

Daniel graduated from Bob Jones University in Greenville, South Carolina with a Bachelor's degree in Financial Management

Background

Whether an individual or a business, we can develop tax strategies that take advantage of new tax laws and legislation. Virtual currency tax law is in its infancy and are subject to change and/or reinterpretation by the IRS or by tax courts. Daniel can give you a better understanding on the taxation of virtual currency when earned, sold, traded, gifted, inherited or lost.

Julia Cummings

Certified Financial Planner®

Education

Julia holds a Bachelor of Business degree, and has completed the Advanced Diploma of Financial Planning. She has also achieved the CERTIFIED FINANCIAL PLANNER® certification, a standard recognised internationally.

Background
  • Investment Advisor, Creative Financial Group
  • Financial Planner, United Capital

With a decade of experience in financial and investment markets, and having worked in wealth management in both a boutique financial planning firm and a large investment bank, Julia joined Annuity Strategic in 2008.

Julia has a particular interest in providing tailored financial and investment advice to help clients build passive income streams to meet their retirement income objectives.

Harry Matkovsky

Financial Advisor

Education

Harry holds a Bachelor of Business degree, and has completed the Advanced Diploma of Financial Planning. He is currently completing the CERTIFIED FINANCIAL PLANNER® program.

Background
  • Investment Advisor, Creative Financial Group
  • Financial Analyst, Wealth Partners
  • Planner, United Capital

With a decade of experience in financial and investment markets, and having worked in wealth management in both a boutique financial planning firm and a large investment bank, Harry joined Annuity Strategic in 2010.

Harry has a particular interest in providing tailored financial and investment advice to help clients build passive income streams to meet their retirement income objectives.

Lina O'Nill

Income Tax Specialist

Education

Lina holds a Bachelor of Business degree, and has completed the Advanced Diploma of Financial Planning. She is currently completing the CERTIFIED FINANCIAL PLANNER® program.

Background
  • Tax Advisor, Creative Financial Group
  • Financial Analyst, Wealth Partners
  • Planner, United Capital

With a decade of experience in financial and investment markets, and having worked in wealth management in both a boutique financial planning firm and a large investment bank, Lina joined Annuity Strategic in 2012.

Lina has a particular interest in providing tailored financial and investment advice to help clients build passive income streams to meet their retirement income objectives.

Mark Johnson

Certified Financial Planner®

Education

Mark holds a Bachelor of Business degree, and has completed the Advanced Diploma of Financial Planning. He has also achieved the CERTIFIED FINANCIAL PLANNER® certification, a standard recognised internationally.

Background
  • Investment Advisor, Creative Financial Group
  • Financial Planner, United Capital

With a decade of experience in financial and investment markets, and having worked in wealth management in both a boutique financial planning firm and a large investment bank, Mark joined Annuity Strategic in 2008.

Mark has a particular interest in providing tailored financial and investment advice to help clients build passive income streams to meet their retirement income objectives.

A person who never made a mistake never tried anything new

Albert Einstein