Judith Panos is a business and personal financial advisor working with SFI Advisors to address challenges and opportunities encountered by closely held business owners and successful individuals and their families. Judith’s expertise includes estate, business succession, retirement benefit, family legacy, life insurance and investment planning. Judith joined SFI Advisors in 2005, and her 35 years of industry experience and long-standing client relationships serve as a cornerstone for our team’s services. Judith holds the Chartered Life Underwriter® and Advanced Estate Planning designations. She is a member of the Advanced Association of Life Underwriters, Million Dollar Roundtable, Top of