National Life Insurance Practice Leader

Matthew Friedson joined Risk Strategies in 2022 as the National Life Insurance Practice Leader.  He is responsible for developing and leading the national growth strategy for the Life Insurance practice.   

Matthew has more than 15 years of experience specializing in complex insurance applications of estate and business planning, educating clients and helping them to develop and implement powerful strategies to meet their objectives. He spent nine years as a senior adviser with a mid-Atlantic (DC) area brokerage and consulting firm where he specialized in private client services, advising clients across the country on wealth transfer and tax planning strategies, as well as business succession planning. During the last five years, he also held a principal role for a boutique private client personal lines property and casualty firm.   

Matthew holds a marketing degree from the University of Maryland’s Robert H. Smith School of Business and a Series 6 securities license. He is a member of the National Young Leadership Cabinet of the Jewish Federations of North America and previously served on the board of the Jewish Federation of Greater Washington for five years.

For six consecutive years including 2022, Matthew has been awarded the ‘Best Financial Adviser: Insurance’ designation by the Washingtonian. In 2018, he received the NAIFA Advisor Today’s 4 Under 40 Award.

Securities offered through Lion Street Financial, LLC. (LSF), Member FINRA/SIPC.  Risk Strategies is not affiliated with LSF.

Senior Vice President, Life Practice

Sam Radin joined Risk Strategies in 2023.  He designs life insurance products to meet the needs of affluent families, family offices, large businesses, and charitable organizations as well as senior executives of corporations and not-for-profit entities.  Sam previously practiced trusts and estates law and has more than 40 years of experience in addressing issues arising from income, estate, gift, and generation skipping transfer taxation. In addition, he has extensive experience in international estate planning and providing tax efficient ways for non-U.S. persons, including institutional investors, to invest in U.S. real estate interests.

Sam has served as a member of various bar association tax committees, and has been a frequent speaker to accountants, attorneys, and financial planning professionals. He has been cited on the topic of estate taxation in The Wall Street Journal and The New York Times.  His publications include the Executive Compensation Answer Book and the Estate and Retirement Planning Answer Book.

A unique aspect of Sam’s role is planning for writers and other creative professionals, including the disposition of their copyright catalogues. A bibliophile, he is a member of the Advisory Council of the Harry Ransom Humanities Research Center at the University of Texas, the leading repository for papers of twentieth century British and American authors. Sam served as an adjunct professor at New York University where he taught a course on the evolution of our legal system.
Sam holds a J.D. from Boston University’s School of Law, where he was awarded the Nathan Burkan Memorial Prize in copyright law, and a bachelor’s degree from Columbia College.

Securities offered through Lion Street Financial, LLC. (LSF), Member FINRA/SIPC.  Risk Strategies is not affiliated with LSF.