WHO WE ARE
PETER MAY, JD, LLM, CFP & ROSS RUBIN
Ross Rubin and Peter May, JD, LLM, CFP, of DST Sherpa, understand that individuals face unique financial challenges at every stage of life. They have a combined 40 years of experience working with individuals, families, tax practitioners, and businesses to improve their financial wellbeing.
Tax planning, retirement planning, investment positioning, 1031 Exchanges, and estate preservation are the core focuses of DST Sherpa. This allows them to integrate all aspects of your financial life into a comprehensive plan.
Peter JD, LLM, CFP received a BS in accounting from St. Louis University, a JD from Capital University Law School, and an LLM in taxation from Villanova University School of Law. He passed the Uniform CPA Examination and the NASD Series 7.
Ross Rubin earned his MBA from University of North Carolina, Chapel Hill and his undergraduate degree in Finance from the University of Florida. Ross resides in the suburbs of Philadelphia with his wife and two daughters.