Of Counsel
Roccy DeFrancesco, JD, CAPP, CMP

We are excited to be able to bring Roccy on board as a strategic partner to our firm. We believe his skills to help clients protect and grow their wealth will set our firm apart from others in the marketplace and we encourage our clients to take advantage of his services.

Roccy is an attorney (J.D. from Valparaiso University School of Law and licensed to practice in Michigan) and commercial pilot (B.S. degree from Embry Riddle Aeronautical University). He has spent the better part of the last twenty years as a trainer and mentor to financial planners, insurance agents, CPAs, and attorneys through his educational company (The Wealth Preservation Institute).

Authorship on Asset Protection and Wealth Preservation

  • The Doctor’s Wealth Preservation Guide© (FREE download for JM Patton clients)
  • Peace of Mind Planning: Losing Money is No Longer an Option©
  • Retiring Without Risk©
  • Bad Advisors: How to Identify Them; How to Avoid Them©
  • The Home Equity Acceleration Plan, H.E.A.P© (with accompanying software program)
  • The Home Equity Management Guidebook: How to Achieve Maximum Wealth with Maximum Security©
  • Asset Protection—The Wedge©
  • 21st Century Advisor©
  • 21st Century Attorney © (Co-Author)
  • The Divorce Planning Guidebook © (Co-Author)
  • Editor: The Medicaid Planning Guidebook©

Lectures and Keynote Speaking on Asset Protection

  • Association of American Physicians and Surgeons
  • California Orthopedic Association
  • The American Academy of Medical Management
  • CPA/Law Forum of Illinois
  • Indiana State Medical Association
  • National Society of Accountants
  • The Orthopedic Surgeon Income Symposium
  • Ohio State Medical Association
  • California Association of Emergency Physicians
  • CNBC Open Exchange, contributor
  • MI, OH, IN, and KY CPA Societies
  • The National Funeral Home Directors Association
  • Mid-America Orthopedic Association
  • Academy of Medicine, Cincinnati
  • Society of Financial Services Professionals

Professional Journals and Published Articles

  • Physician Money Digest
  • Financial Planning Magazine
  • Life Insurance Selling
  • Strategic Orthopedics
  • Physician News Digest
  • Money Digest
  • OB/GYN Newsletter
  • Today’s CPA
  • American Urological Association News
  • Orthopedics Today
  • The Rake Report, Price Waterhouse
  • Anesthesiology News
  • Indiana Bar Journal
  • Strategic Orthopedics
  • CPA Journal
  • National Underwriter
  • Insurance Selling Magazine
  • MD Life Magazine