About Medina Law Group

We Don’t Believe in
Nickel-and-Diming
Our Clients

We strive to be lifetime partners with our clients, and we promise to treat you fairly and like family.

That’s why we charge a fixed, flat fee for our planning that you’ll know about and agree to before we begin the work. And once work begins, there are never any hidden charges

Get to Know Our Team

Meet the Founder

Victor Medina

Victor J. Medina, CELA®, CFP®, RICP® is a practicing estate planning and Certified Elder Law Attorney (CELA®), as well as a CERTIFIED FINANCIAL PLANNERTM professional and registered investment advisor. He is the host of the “Make It Last” radio show and podcast, and is the author of three books on retirement planning under his acclaimed Make It Last series.

Victor is a nationally recognized estate planning and elder law attorney in New Jersey, focusing on traditional estate planning, asset protection, retirement distribution and proactive income tax planning. Victor has been featured on national television, The Wall Street Journal, The Huffington Post and U.S. News & World Report

Victor is the founder of Medina Law Group, and brings a family-centered approach to planning, with a focus on practical solutions for families and high-net-worth individuals.

He’s the past president of the American Association of Trust, Estate and Elder Law Attorneys and a frequent speaker to public and private groups on issues of estate planning, elder law, asset protection and retirement planning.

Victor is married to Jennifer Medina, a school psychologist. They are parents to three sons. He lives and practices in Pennington, New Jersey.
Bobby DeMarco
Associate Attorney & Planning Advisor
Megan Bushey
Executive Assistant
Edie Bruno
Paralegal & New Business Coordinator
Katie Johnston
Marketing Coordinator
Leslie Krajnak

Financial Advisor

Kimberly McCloskey
Director of Operations

Bobby DeMarco

Associate Attorney & Planning Advisor

I’m one of our attorneys, as well as a member of our planning team, working to make sure all the elements of your Transformation™ Plan are in place and working for you! I meet with families to help design a way for what they own to be protected, as well as a way for them to leave a lasting legacy. My role is to be the gentle, but professional, “nag” to keep you on track to creating a retirement that’s worth living.

But, I’m not all planning – turns out, I’m a pretty big music buff and have collected over 2,400 vinyl records! Together with my wife, I’m working to build a strong, comfortable foundation to grow our family, and enjoying every moment along the way. One of my great life goals is to own a record store/bakery/coffee shop with my wife, Michelle. Who doesn’t want to sip freshly brewed coffee, snack on macarons, and listen to Paul Simon’s “Graceland” on vinyl?!

Megan Bushey

Executive Assistant

I am an integral part of our team even though I’m all the way out in Michigan! As Victor’s executive assistant, I serve to free up his time to work on the vision-setting work, knowing that he’s got me to help with getting all of the details sorted out. I’m probably the person you’re talking to when you need to get onto his calendar or in scheduling our family events.

I will know that I’ve had a profound impact on my family if I’ve created memories & experiences with my children and family that will create a lasting bond. I strive to have my children look back fondly about the intentional time I spent with them. I have four cats and one of them is a munchkin with tiny legs! One way I know I’ll be living my great life is if I am able to feed my family from food we’ve grown or raised ourselves on our farm.

Edie Bruno

Paralegal & New Business Coordinator

My role is to create all of the paperwork it takes to bring new families on board, as they implement their Transformation Plan. I ensure our families have everything they need before they even need it. I spend my time serving our families with the digital and physical resources of their Transformation™ Plan.

I’m living my great life so I can have a profound impact on my children, guiding them and nurturing their ideas & dreams so they can live the great lives they deserve. I love spending time with my wonderful kids and collecting special items like Susan B. Anthony coins, Buffalo nickels, & Pez dispensers. My favorite place to be is outdoors in the warm sun, boating, swimming, or shell-seeking. My biggest great life goal is to own a cozy cottage on the water.

Katie Johnson

Marketing Coordinator

I am the sweat behind all events we do as a firm — from special client appreciation events to book launches to educational workshops, and so much more. I’m also the creative brain behind every video you see, educational emails, announcements, social media posts, and website management. I spend every day spreading our belief that everyone can, and deserves to, lead a great life in retirement.

I seek to have a profound impact on my family, especially my siblings. As the older child of many siblings, I joyfully get to share my experiences & wisdom so they can be successful. I’m also a musician and enjoy playing at my church & with my friends. I’ve even gotten to play on the radio! My great life item is to have my own studio equipment in-house one day, so I can produce music on my own.

Taylor Illa

Client Admin

I sit in the front of the office welcoming in new families and existing families alike. My last job was as the manager of a Princeton-area spa, so I’m used to making people feel great when they come and when they leave – although, I can’t promise a massage every time you come to the office.

I find joy in having a profound impact on my nephew by encouraging his love of school, and one day providing him with the knowledge and resources needed to live his very best life. I love the world of pop culture, especially movies and collect memorabilia related to it. My great life item is to one day produce my own comedy podcast as it combines two activities I love: stand-up & podcasting!

Leslie Krajnak

Financial Advisor

I am one of the advisors here working with our families & their ongoing needs. Whether it’s reviewing your investments, checking on your progress towards your goals, or just handling requests for some of that “Great Life” money, I am your main point of contact. This is my second decade working as an advisor, and I have spent time in all areas of retirement planning! My work with Palante Wealth is the most exciting of my career as I get to work holistically with clients to help them lead their best life.

I look forward to having a profound impact on retirees by providing sound advice & being their advocate so they can enjoy their retirement that they’ve worked so hard for! Beyond my work here, I love the outdoors, and being one with nature. Hiking, paddle boarding, & kayaking are just some of the many adventurous activities I enjoy! However, camping I have yet to master…I need my pillow top mattress & mosquito-free night! My #1 Great Life Item is to climb Machu Picchu & test my body to the limits! Then, I’ll fly over to the Greek Islands where I can sit by the sea with a good book, a glass of wine, and some fine Greek cuisine!

Kimberly McCloskey

Director of Operations

My job is to make sure everything we work on is running smoothly, so we can focus all our attention on you and all the families we serve. As one of the leaders of the team, I work diligently to make sure today is great, but tomorrow is even better.

I have over fifteen years of experience in the senior living/healthcare industry and am passionate about all our families! I love collecting Christmas tree ornaments from new states/countries I visit with my husband (despite being a self-proclaimed minimalist.) I know I’ll have achieved a great life if I continue doing CrossFit, have a book in my hand, and am traveling to new destinations.