Laureate Profiles

Richard Abbondanza
Laureate in Wealth Strategies Graduate

Partner/Attorney

Hopkinson & Abbondanza
746 High St.
Bath, ME 04530-2585
Telephone: (207) 386-0400
Email: [email protected]
Website: www.hablaw.com

Biography

• B.A., American Studies, Cum Laude, Amherst College, Amherst, Massachusetts, 1974
• J.D., Catholic University of America, Washington, D.C., 1977
• Admitted to practice in all Maine courts and the U.S. District Court for the District of Maine
• Admitted to practice in all courts in Maryland and the District of Columbia
• Frequent speaker on a variety of estate planning, retirement planning, real estate and business succession planning topics
• Practiced with Rohrbaugh &ampampamp Abbondanza and predecessor firm in Maryland and the District of Columbia from 1977 to 1990
• Founding Partner in Hopkinson, Abbondanza &ampampamp Backer, since November, 1992
• Litigation experience since 1978 including several jury trials
• Primary areas of practice include estate planning and probate, real estate and commercial transactional work, corporate law including general and limited partnerships, limited liability companies and family limited partnerships

Memberships

• Yarmouth Town Council (member 2000)
• Yarmouth Planning Board (member 1994-2000)
• Board of Trustees, Woodfords Family Services (member 1992-present President 1997-2000)
• Member, Maine Estate Planning Council
• Member, National Network of Estate Planning Attorneys

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Lori Adasiewicz
Laureate in Wealth Strategies Graduate

Partner/Attorney

BAY LAUREL LAW GROUP, LLP
1528 S El Camino Real, Suite 108
San Mateo, CA 94402
Telephone: (650)525-0234
Fax: (866) 428-6272
Email: [email protected]
Website: www.baylaurellaw.com

Ms. Adasiewicz is a wealth strategies attorney and partner with Bay Laurel Law Group, LLP in San Mateo, CA. Lori has practiced exclusively in the areas of estate and business planning and administration since 1998, when she earned her JD from Hastings College of the Law. Lori serves on the Board of the Peninsula Estate Planning Council and is a Laureate Circle Member of the Southern California Institute.

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Carl “Chip” Allen, Jr.
Laureate in Wealth Strategies Graduate

Law Office of Carl H. Allen
466 Patten Street
Sonoma, CA 95476
Telephone: 707 996-2870
Fax: 707 996-2870
Email: [email protected]
Website: www.challenlaw.com

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Ryan Alexeev, Esq., LL.M.
Advanced Wealth Strategies Graduate

Attorney, Partner
Hanscom | Alexeev | McDaniel LLP
2121 Palomar Airport Road, Suite 170
Carlsbad, CA 92011
Telephone: (760) 425-4263
Facsimile: (760) 652-4835
Email: [email protected]
Website: www.hanalexmcd.com

Education:

• Bachelors in International Business and Management Information Systems, University of North Carolina Charlotte,
• Juris Doctorate, Gonzaga University School of Law
• LL.M., University of San Diego School of Law

While attending law school, Ryan was the Vice President of the Sports and Entertainment Law Caucus and Treasurer of the
International Law Caucus. She was also very involved with the University Legal Assistance Center on campus that provided free legal services to the elderly and non-profit business owners.

Ryan has a Legal Master’s in Taxation from the University of San Diego School of Law, with a focus on cross-border tax consequences. She thought that by gaining this knowledge, she can better serve her immigration clients who are starting business in the United States, as well as her U.S. clients and foreign national clients who own assets both in the United States and overseas.

In her free time Ryan likes to travel and enjoys staying active with her family.

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Steve Balaban
Advanced Wealth Strategies Graduate

Financial Designs, Ltd.
5075 Shoreham Place, Suite 200
San Diego, CA 92122-5964
Telephone: (858) 597-1980
Fax: (858) 546-1106
Website: www.moneytalkradio.com
Email: [email protected]

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Jerry Balentine, PC
Laureate in Wealth Strategies Graduate

Attorney at Law
The Law Firm of Jerry D. Balentine, P.C.
6303 North Portland
Oklahoma City, OK 73112
Telephone: (405) 946-4500
Fax: (405) 946-4757
Website: www.balentinelaw.com

Firm Description
Since 1975, the Law Firm of Jerry D. Balentine, P.C. and Associates has provided clients with the highest possible service and excellence in estate, Elder law and wealth planning strategies. We have been able to reach thousands of people who are concerned about protecting everything they own and everyone they love. The firm has championed the use of proven strategies to protect families from the expense and delay of probate and minimize or eliminate federal estate tax.

The purpose of each member of the law firm is to help clients accomplish their estate planning goals and to take the mystery out of the estate planning process while utilizing strategies that are explained in straightforward language clients can understand.

Attorney Profile
JERRY D. BALENTINE has practiced law in central Oklahoma for 30 years. Mr. Balentine is a member of the National Academy of Elder Law Attorneys and is a Certified Elder Law Attorney through the National Foundation of Elder Law Attorneys*. In addition, he is a founding member of WealthCounsel, LLC and the Academy of Special Needs Planners. He is a Fellow in the Esperti Peterson Institute Masters Program. In 2000, he became an adjunct instructor of The Academy of Multidisciplinary Practice at Michigan State University. Additional professional affiliations include the American Bar Association, Oklahoma Bar Association, Oklahoma City Real Property Lawyers Association, and Oklahoma City Title Lawyers Association, Oklahoma City Estate Planning Council.

In addition to these prestigious professional affiliations, Mr. Balentine is a contributing author of two popular estate planning books, Legacy: Plan, Protect, and Preserve Your Estate and Generations: Planning Your Legacy.

*Certified as an Elder Law Attorney by the National Elder Law Foundation as accredited by the American Bar Association. Certification of attorney specialty is not recognized by the Oklahoma Supreme Court except for Admiralty Law and Patent-Copyright Law.

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Gregory R. Banner
Laureate in Wealth Strategies Graduate

Vice President & CFP
Asset Preservation Strategies, Inc.
3636 Nobel Drive, Suite 440
San Diego, CA 92122
Telephone: (858) 455-1825
Facsimile: (858) 455-6211
E-mail: [email protected]
Website: www.asset-preservation.com

Areas of Practice:

• Certified Financial Planner
• CA Licensed Tax Practitioner
• Series 7, 63, 65 Licensed
• Advanced Wealth Accumulation and Estate Planning Strategies
• Registered Investment Advisor
• Insurance Broker
• Business Exit Planning Specialist
• Past/Present Memberships:
• Esperti Peterson Institute
• Inland Society of Tax Consultants, Inc.
• Financial Planning Association for Certified Financial Planners
• Business Enterprise Institute for Exit Planning

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Alexis Bastedo
Advanced Wealth Strategies Graduate

Attorney and Counselor at Law
California Estate and Elder Law
10251 Vista Sorrento Parkway, Suite 250
San Diego, CA 92121
Telephone: (858) 200-1925
Facsimile: (858) 200-1920
E-mail: [email protected]
Website: www.estate-elderlaw.com

Education

Alexis graduated with a Bachelor’s Degree in Public Policy from Michigan State University in 2002 and obtained her Juris Doctor from Thomas Jefferson School of Law in December of 2006. Alexis is admitted to all courts in the State of California and the United States District Courts for the Southern, Northern, Central, and Eastern Districts of California.

Professional Accreditation

Alexis is currently the head of the Elder Law Department with California Estate and Elder Law, LLP. She focuses on clients with estate planning and long term care needs. Specifically, Alexis focuses her practice on asset protection, asset conversion, Medi-Cal eligibility, and Veterans Administration eligibility. Alexis often works with family members of persons with Dementia, Alzheimer’s, Parkinson’s, and other unfortunate circumstances.

With almost ten years of experience as an attorney, Alexis spent many of those years as a civil litigator and trial attorney in both state and federal courts before moving into elder law. Alexis previously represented people injured by the misconduct of others. From small car accidents to multi-million dollar judgments, Alexis gained a wealth of experience in a variety of civil matters. Alexis advocated for individuals and businesses in one of the largest cases in the history of San Diego and California known as the “Wildfire Cases”. Her efforts contributed to the successful resolution of over $21 million dollars in settlements. In 2008, Alexis was awarded the Distinguished Achievement Award from the Tom Homann Law Association.

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Brett Berg
Laureate in Wealth Strategies Graduate

Hartford Life
200 Hopmeadow Street, Mail Drop C4E
Simsbury, CT 06079
Telephone: (860) 843-8776
Email: [email protected]

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Rick Blaser
Laureate in Wealth Strategies Graduate

The Hartford
Advanced Sales Consultant
200 Hopmeadow Street
Simsbury, CT 06089
Telephone: (860) 843-8572
Email: [email protected]
Website: www.hartfordlife.com

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Vinnie Bonazzoli
Laureate in Wealth Strategies Graduate

Family Estate Planning Law Group
6 Kimball Ln., Suite 130
Lynnfield, MA 01940-2667
Telephone: (781) 246-8200
Facsimile: (781) 246-8223
Email: [email protected]
Website: www.vbestateplanning.com

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Lauren Bottger
Advanced Wealth Strategies Graduate

American National
Bottger & Associates Inc.
6119 La Granada, Suite B
Rancho Santa Fe, CA 92067-0854
Telephone: (858) 756-3440
Facsimile: (858) 430-2400
Email: [email protected]
Website: www.americannational.com

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Mark Bradford, CFP, ChFC, AEP
Laureate in Wealth Strategies Graduate

The Hartford Private Wealth Management Group
620 West Germantown Pike, Suite 440
Plymouth Meeting, PA
Telephone: (610 729-7452
Email: [email protected]
Website: www.hartfordlife.com

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Bennet Braverman
Laureate in Wealth Strategies Graduate

Bennett Braverman, PC
1823 Folsom Street, Suite 101
Boulder, CO 80302
Telephone: (303) 800-1588
Facsimile: (303) 479-8408
Email: [email protected]
Website: www.boulderestateplanning.com/

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Diedre Wachbricht Braverman
Laureate in Wealth Strategies Graduate

Estate Planning, Trust & Probate Specialist
Certified by the State Bar of California, Board of Legal Specialization
The Law Office of Diedre Wachbrit: A Professional Corporation Planning for Family Protection
4035 E. Thousand Oaks Blvd
Westlake Village, CA 91362-7227
Telephone: (866) Wachbrit
Email: [email protected]
Website: www.wachbrit.com

Recently nominated by Working Mother Magazine as a winner of “25 Best Small Companies in America,” The Law Office of Diedre Wachbrit, APC is an Estate Planning, Asset Protection and Special Needs Planning firm in Westlake Village, California.

Ms. Wachbrit is one of the Nation’s leading Estate Planning and Special Needs Planning Attorneys, founder of The National Academy of Special Needs Planners – a national organization of attorneys dedicated to improving the quality of Special Needs Planning, and a founding Member of the WealthCounsel Advisors Forum – an organization of premier providers of sophisticated legal planning.

Ms. Wachbrit is licensed to practice law in all California State Courts, the California Supreme Court, the United States Tax Court, and the United States Supreme Court. Diedre has been Certified by the California Board of Legal Specialization in Estate Planning, Trust, and Probate Law.

Ms. Wachbrit is a graduate of Stanford Law School. Prior to opening her law practice seven years ago, Ms. Wachbrit was a Senior Associate at the international consulting firm, McKinsey & Company, where she provided strategic business advice to some of the nation’s largest and best-known firms. Prior to McKinsey & Company, Diedre was an Associate at Sullivan & Cromwell and at Kirkland & Ellis, both international law firms.

Ms. Wachbrit’s teaching and speaking credits include:

• Lorman, Long Beach, CA – “Special Needs Trusts: Planning for the Disabled and Elderly.”
• NBI, CA – Elder Law and the Probate Process
• WealthCounsel LLC – “Legal Planning For Young Families” Scottsdale, AZ “Post Mortem Administration Workshop” San Diego, CA “Estate Planning 101”
• SCInstitute, CA – “Special Needs Planning, Special Needs Trusts”
• Autism Society, Ventura County, CA – “Special Needs Planning”
• Amgen Corporation, Thousand Oaks, CA – “Tax strategies and estate planning for new residents of California” Top executives at Amgen Corporation
• TAKA – Talk About Autism, San Fernando Valley Chapter – Special Needs Planning
• CSUN Center for Persons with Disabilities – National Conference – “Nine Costly Mistakes to Avoid When Planning for a Special Needs Child”
• La Leche League International – “Breastfeeding and the Law” National conference, WA, D.C.

Publications include articles in:

• Working Mother Magazine as “Top 25 Small Businesses in America”
• Apartment Finance Today
• The Link
• Quoted in Time magazine and Better Homes and Gardens magazine.
• Profiled in the Ventura County Star

Diedre is the author of three widely used guides:

• The Parents’ Guide to Protecting Great Kids
• The Family Asset Protection Guide and
• The Family Business Survival Guide.
• These Guides have been featured in numerous publications.

Diedre also authors two blogs:

• Estate planning, asset protection and taxes: Link
• Special needs: Link

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Janet Brewer
Laureate in Wealth Strategies Graduate

Law Offices of Janet L. Brewer
2501 Park Blvd, Suite 100
Palo Alto, CA 94306
Telephone: (650) 325-8276
Fax: (650) 325-8296
Email: [email protected]
Website: www.calprobate.com

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Bert Briones
Laureate in Wealth Strategies Graduate

Red Hill Law Group, PC
Attorney and Counselor at Law
1851 E. First Street, Suite 900
Santa Ana, CA 92705
Telephone: (714) 733-4455
Facsimile: (714) 464-4627
Email: [email protected]
Website: www.RedHillLawGroup.com

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Eden Rose Brown
Laureate in Wealth Strategies Graduate

Attorney and Counselor at Law
Law Offices of Eden Rose Brown
1011 Liberty Sreet, Suite SE
Salem, OR 97302
Telephone: (503) 581-1800
Website: www.edenrosebrown.com

Attorney Eden Rose Brown is dedicated to providing comprehensive, highly personalized, counsel in wealth preservation strategies, family legacy design, and estate, tax and charitable planning. Honored as an Oregon Super Lawyer by her peers, Ms. Brown is listed in Who’s Who in America, Who’s Who in American Law, Who’s Who of American Women and Who’s Who in the World. For three years in a row, WorthMagazine has named Ms. Brown one of the “Top 100 Attorneys in the United States.”

Born and raised in Salem, Eden earned degrees from the University of California, Berkeley, and Lewis and Clark College, before accepting a commission in the United States Air Force. Serving as a JAG officer in the Gulf War, her experience drafting over 8000 estate planning documents for troops fighting in the Gulf served as the springboard for her dedication to comprehensive estate planning and her unique, values-based planning style.

Active in her community, Attorney Brown has served as a Director for a number of charitable organizations, including the Chemeketa Community College Foundation and the Willamette Humane Society. Donations for her book Giving – Philanthropy for Everyone have raised over $70,000 for local and national charities.

Always the adventurer, Eden has circumnavigated the globe by sea, had a private audience with Pope John Paul II, and traveled solo 28,000 miles throughout the back roads of North America on her motorcycle, before settling back down in Salem with her 14 year old daughter, Natalie, two cats, two rats, and 27 tropical fish.

The Law Office of Eden Rose Brown is located near downtown Salem with additional offices in Portland and Bend.

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Edmund Brown
Advanced Wealth Strategies Graduate

Sentry Pacific Financial Group
3160 Camino del Rio South, Suite 313
San Diego, CA 92108
Telephone: (858) 384-5700
Website: www.sentrypacificfg.com
Email: [email protected]

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Margaret E. Brown
Laureate in Wealth Strategies Graduate

Counselor and Attorney at Law
40 Lake Bellevue Drive, Suite 100
Bellevue, WA 98005
Telephone: (425) 451-2403

Professional Accreditation
Attorney at Law, Admitted to the California State Bar, Washington State Bar. Courts Admitted to: California Supreme Court Washington Supreme Court, United States District Court, Northern District of California.

Special Credentials

• Certified as an Advanced Wealth Strategies Planner by the Esperti Peterson Institute.
• Fellow in Global Wealth Strategies Program sponsored by the Esperti Peterson Institute.
• Certified Senior Advisor.
• Adjunct Professor for the Academy of Multidisciplinary Studies, visiting Professor at Michigan State University&ampaposs Institute for Wealth Strategies Planning.
• Member of the Laureate Circle–Elite advisors dedicated to helping families discover their enlightened dreams.

Margaret Brown is the founder and principal of The Brown Law Firm. Her Doctorate of Jurisprudence was earned at California Western School of Law. Ms. Brown is also a graduate of the one year post-doctorate course entitled Advanced Studies for Estate and Wealth Strategies Planning and a two-year post doctorate program entitled Masters in Global Wealth Strategies. She is experience in the advanced estate planning techniques to minimize or avoid estate taxes.

Since 1996, she has devoted her practice exclusively to estate planning. Ms. Brown is dedicated to helping people protect their assets, provide for their loved ones and plan for life’s contingencies through proper estate planning. Her guiding principle is to deliver nothing less than the best estate planning service possible to her clients in a warm and friendly atmosphere where the needs of the client are always first.

Ms. Brown has gained a well-deserved reputation as a dynamic speaker and educator. She gives regular public and private seminars on how to avoid the hassles and heartache of probate. She has also written about estate planning topics as a columnist for local publications. She has assisted hundreds of Washington area residents establish their estate plans.

Ms. Brown is member of WealthCounsel, LLC, a membership organization of over 1600 estate planning professionals, offering tools and education to the estate planning industry. From 1996-2001 she was a member of the American Academy of Estate Planning Attorneys, an exclusive 150-member national organization providing education, tools and research

support to estate planning attorneys. She is also a member of the Board of Directors for the Bellevue Community College Foundation and the Elder Law Section and the Real Property, Probate and Trust Section of the Washington State Bar Association.

Ms. Brown is a well-known author and educator on the topics of estate planning. She is a co-author of the book “Strictly Business – Planning Strategies for Privately Owned Businesses.”

Ms. Brown offers training in estate planning for CPAs, financial advisors, and insurance professionals. She also offers free estate planning seminars to the public on a regularly scheduled basis. Upcoming seminar schedules and additional educational materials, including slide shows, can be found at her web site at www.estateplanning.com/brownlawfirm.

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Sharon Buck
Advanced Wealth Strategies Graduate

Wealth Advisor
Northern Trust
660 Newport Center Drive, Suite 1100
Newport Beach, CA 92660
Telephone: (949) 717-5538
Website: www.northerntrust.com

EXPERIENCE

Sharon has over 25 years of experience in the financial services industry. She served as Assistant Vice-President for National Financial Partners (NFP) where she provided advisory services to corporate executives, private business owners, entrepreneurs and wealthy families.

Prior to joining Northern Trust, she and her husband founded a financial services company in Silicon Valley, Atlantis Financial Group and Integrated Planning Solutions, where they provided financial analysis and recommendations on a variety of estate, retirement, and business planning matters.

EDUCATION

She graduated from Shenandoah University with a bachelor’s degree in education, completed the financial planning designation from The American College, and has been accepted to the California Lutheran University’s MBA program with a specialization in financial planning.

CREDENTIALS

She holds the advanced professional designations of Certified Financial Planner, Certified Trust Financial Analyst, Enrolled Agent (tax), Trust & Estate Practitioner, Chartered Financial Consultant, Certified Exit Planning Advisor, Accredited Divorce Financial Analyst, and Chartered Life Underwriter. She is licensed in Life & Health, Life Settlements, Long-Term Care, Annuities, and Property Casualty Insurance.

She has been awarded the Five Star Wealth Manager Award and recognized in Orange Coast Magazine.

INTERESTS

She’s married with five boys and loves to spend as much time as she can with her family. She greatly enjoys music, particularly classical music, as well as helping with humane society endeavors.

EXPERTISE

As lead relationship manager, she specializes in the development and implementation of financial, estate and tax plans for high-net-worth individuals, families, foundations, and non-profit relationships.

COMMUNITY INVOLVEMENT

Sharon serves on the board of the Society of Trust and Estate Practitioners (STEP), Planned Giving Roundtable of Orange County, and the UCI Advisory Council. She is a Past President of the Estate Planning Council of South Orange County and W.I.S.E. (Women In Securities Education).She is also a member of the Orange County Estate Planning Council, Exit Planning Institute, OC Bar Association, Financial Planning Association, ProGrowth Premier, and Vistage.

3 THINGS PEOPLE ASK ME

• Can my investment plan be designed to confidently assure I can meet all my goals?
• How can I give back to achieve the greatest impact?
• What is the best way for me to transfer my wealth to my family, and protect them from themselves or others?

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William “Marty” Burbank
Laureate in Wealth Strategies Graduate

OC Elder Law
1235 N. Harbor Blvd., Suite 200
Fullerton, CA 92832
Telephone: (800) 220-4205
Email:[email protected]
Website: www.ocelderlaw.com

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Jeffrey Burr
Laureate in Wealth Strategies Graduate

Estate Planning & Probate Attorney
2600 Paseo Verde Parkway
Henderson, NV
Telephone: (702) 433-4455
Email: [email protected]
Website: www.jeffreyburr.com/

Jeffrey L. Burr has been recognized as one of the top tax and estate planning attorneys in Nevada. His personal client list contains many of the most prominent families in Southern Nevada. Under Jeff’s leadership the firm has received the highest and most prestigious rating of “AV” from Martindale-Hubbell.

Jeff was named by his peers as one of the top estate planning attorneys in Southern Nevada in every edition of Best Lawyers in America. Jeff is also a Certified Public Accountant, having previously worked as a tax accountant with the international accounting for of Deloitte & Touche. Jeff has also been a faculty member for the University of Miami School of Law, Heckerling Institute on Estate Planning.

Jeff is currently serving or has served on the following community boards:

• Boys & Girls Clubs of Southern Nevada
• St. Rose Dominican Health Foundation
• LDS Philanthropies, Chairman
• Clark County School Board, Past President
• UNLV Planned Giving Committee, Past Chairman
• KLVX (PBS) Planned Giving Committee

Jeff obtained a B.S. in Accounting from Brigham Young University, and later his Juris Doctorate from the University of the Pacific, McGeorge School of Law in 1979. Jeff is licensed to practice law in Nevada, California, and Arizona.

Education:

• McGeorge School of Law, University of the Pacific, Sacramento, California, 1979 J.D.
• Brigham Young University, Provo, Utah, 1976 B.S.
• Honors: Cum Laude
• Major: Accounting

Honors and Awards:

• “AV” from Martindale-Hubbell
• “Best Lawyers in America”- peer voted, Top Estate Planning Attorneys in Southern Nevada
• “Nevada’s Top Taxes/Estates/Trusts Attorney”, Nevada Business Journal, July, 2006
• “Top Attorney-Estate Planning & Probate in Nevada”, Mountain States Super Lawyers, 2007 – 2009
• “Fundraiser of the Year” Association of Fundraising Professionals

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David K. Cahoone, J.D., LL.M.
Laureate in Wealth Strategies Graduate
Laureate Circle

David K. Cahoone, Esquire
David K. Cahoone, PA, Of Counsel
Johnson, Browning & Clayton
One North Tuttle Avenue
Sarasota, FL 34237
Telephone: (941) 951-0707
Email: [email protected]
Website: www.jbc-law.com

BACKGROUND
Highest professional ranking (AV) by Martindale-Hubbell. Admitted to Florida Bar, 1985.

EDUCATION
Eckerd College (Bachelor&aposs Degree in Political Science, 1981)
Western New England College School of Law (Juris Doctor, 1985)
University of Florida College of Law (Master of Laws, “LL.M.” in Taxation, 1986)

EXPERIENCE

• From 1992 to Present Principal in the law firm of David K. Cahoone, PA.The David K. Cahoone, P.A., Law Firm has an Of Counsel relationship with Johnson, Browning & Clayton.David was born and raised in Southern New England. He has lived in Sarasota since 1991. He focuses his practice on helping individuals, families and business owners develop and implement plans to achieve their unique goals and objectives.Individuals, families and business owners have different planning needs. Each will be concerned with bringing order to their affairs as well as passing on to loved ones their goals, values, and passion for life’s important matters.Families of modest means need to provide for their physical and financial concerns, as well as long term care. Families who are members of the great American middle class need to protect their hard-earned assets, to take advantage of planning available under existing tax laws, and to create opportunities for their children and grandchildren. Affluent families must concern themselves with the same issues, as well as the stewardship of their wealth, their enduring significance and impact on society, and the responsibilities they wish to pass on to their family members.David looks forward to working collaboratively with other attorneys, CPAs, financial advisors, and insurance professionals to serve the specialized planning needs of individuals, families and business owners.
• From 1996 to 2008 Partner in the law firm of Esperti Peterson & Cahoone and a member of the estate planning consulting firm of Esperti Peterson & Cahoone Consulting, Inc. Esperti Peterson & Cahoone limits its practice to high net-worth individuals throughout the United States whose estates typically are in excess of $25 million.
• From 1996 to 2004, Professor in the three-year, post-doctoral Masters Program provided through the Esperti Peterson Institute to train selected estate planning attorneys, financial advisors and accountants in sophisticated estate planning strategies.
• For four years, the host, moderator and faculty member of Advanced Studies for Estate and Wealth Planning, a one-year program provided through the Esperti Peterson Institute to train attorneys in advanced planning strategies.
• Owner and faculty member of the Advanced Wealth Studies Institute, LLC, providing high quality custom educational programs, presentations and assistance to financial advisors, attorneys and insurance professionals to promote excellence in estate, financial and wealth strategies planning.
• Faculty member of the Chartered Wealth Advisor (CWA) Program which provides ongoing education and support to financial advisors. The CWA program is offered through the Academy of Multidisciplinary Practice and is accredited by The Estate and Wealth Strategies Institute at Michigan State University.
• Past President and Director of Education for The Esperti Peterson Institute.

MEMBER

• Sarasota County Bar Association
• Florida Bar Association (Member, Sections on: Business Law, Tax Law, Real Property, Probate and Trust Law).
• WealthCounsel

SPEAKER
David is a frequent speaker at local and national programs attended by attorneys, financial advisors, CPAs and insurance professionals. He teaches on many areas of wealth strategies planning and the effective collaboration of professionals to provide the support and advice needed in today’s complex world.

BOOK CO-AUTHORED

• Protect and Enhance Your Estate; New York: McGraw-Hill, (2012)
• The Objective Guide to Estate Planning and Life Insurance; Sarasota: Quantum Press, (2012)
• Strictly Business: Planning Strategies for Privately Owned Businesses; Denver: Quantum Press, (2002)
• The Living Trust Workbook: How You and Your Legal Advisors Can Design, Fund, and Maintain Your Living Trust Plan and Secure Your Family’s Future; New York: Viking-Penguin, (2001)

ARTICLES CO-AUTHORED

• How to Work Ethically With Other Professionals; Broker World, (September 2002)
• Post EGTRRA Life Insurance Planning; The Tax Advisor, (August 2002)
• The State of MDP; Estate Planning Magazine, (June 2002)
• The Impact of the Economic Growth and Tax Relief Reconciliation Act of 2001 on Existing Planning” Journal of Financial Service Professionals, (March 2002)

SELECTED PRESENTATIONS

• “What’s New in Estate Wealth and Transfer Planning” The Southern Arizona Estate Planning Council, Tucson, Arizona (April 2006)
• “Interdisciplinary Practice: Working Together with Other Professionals” The Financial Planning Association Orange County Chapter, Irvine, California (November 17, 2004)
• “Funding the Purchase of Life Insurance in 2004 and Beyond Using Language Techniques Including Limited Partnerships, GRATs, CLATs and Sales to IGTs.” School of Life 2004, Orlando, Florida (October 29, 2004)
• “Integrating GRATs into Estate Plans in 2004 and Beyond” Wealth Counsel, Chicago, Illinois (October 22, 2004)
• “In’s and Out’s of the Charitable Lead Trust” National Committee on Planning Giving, Dallas, Texas (October 16, 2004)
• “Planning with Charitable Lead Trusts” The Institute for Dynamic Wealth Innovation, Chicago Illinois (July 24, 2004)
• “Motivating Clients in Uncertain Times” Wealth Counsel Spring Conference Plenary Session, Las Vegas, Nevada (April 30, 2004).
• “Tax Law Updates” “Dealing with IRS Issues Regarding FLP& and LLC”
• “Testamentary Charitable Lead Trusts,” “Ethical Issues in Estate Planning” The Teton Institute, Nashville, Tennessee (March 19 & 20, 2004).
• “Current Developments in Estate Planning” The Southern California Institute, San Diego, California (January 30, 2004).
• “Motivate Your Clients to Plan Today Using Charitable Lead Trusts” The Southern California Institute, San Diego, California (June 5, 2003).
• “Changes Impacting Financial Planning Advisors and their Clients” Minnesota Society of Financial Service Professionals (May 2003).
• Two Day Charitable Lead Trust Workshop, NNEPA Spring 2003 Collegium, Orlando, Florida (April 28 – 29, 2003)
• “Planning for Constant change – the 2001 Tax Act” NNEPA Spring 2003 Collegium, Orlando, Florida (May 3, 2003).
• “Planned Giving Made Simple” Ronald McDonald House, Orlando, Florida (April 30, 2003).
• “Planning and Drafting Under Repeal (Or Not),” “Current Developments in Estate
• “Planning” Anaheim, California Winter Education Forum (February 5, 2003).
• “MDP Coming to a Jurisdiction Near You” NNEPA Spring 2002 Collegium, Reno, Nevada (April 13, 2002).
• “Planning under the 2001 Tax Act” NNEPA Fall 2001 Collegium, Minneapolis, Minnesota (October 31, 2001).
• “HR-8 Will it Repeal the Estate Tax” NNEPA Spring 2001 Collegium, San Diego, California (May 1, 2001).
• “The Future of Multidisciplinary Practice (MDP)” National Association of Philanthropic Planners, Conference on Philanthropy, Albuquerque, New Mexico. (November 2001)
• “The Dynasty Trust” The Suncoast Advisory Group, Sarasota, Florida (March 2000).
• “Charitable Lead Trusts” MDP Virtual University – Estate Planning Course. www.mdpacademy.com
• “Ethics: Working with Other Professionals” MDP Virtual University – Business Succession Planning Course. www.mdpacademy.com.
• “Planning Under the Tax Relief Act of 2001” MDP Virtual University – Estate Planning Course. www.mdpacademy.com.
• “Net Unrealized Appreciation” with Robert Keebler, AICPA Webcast.

FEATURED OR QUOTED
David has been featured or quoted in many media publications or forums including:

• Money Matters Financial Network Radio, Nationally Syndicated
• BCENTRAL Radio, Legal Steps A New Business Owner Needs To Take Before Opening Their Doors
• One for the Money Radio
• Common Ground, WZLX-FM Radio/Boston, MA
• Microbusiness, KCEP-FM Radio/Las Vegas, NV
• Wake Up Call, WFTW Radio/Pensacola, FL
• WBZ News Radio/Boston, MA
• AP Broadcast Radio, Nationally Syndicated
• KFWB-AM Radio/Los Angeles, CA
• First Biz Television Studio/New York
• CABLETALK Radio Network, Nationally Syndicated
• KUIK-AM Radio/Portland, Oregon
• AM Chronicles Radio, Nationally Syndicated
• Associated Press Radio
• Working in Tandem, by Lynn Vincent, Advisortoday.com The Financial Planning Association’s News, May 2003
• Fighting Family Feuds, CNN Money Online, www.money.cnn.com, May 17, 2002
• 4 Steps to Legally Protect Your Startup, Michelle Collins for CanadaOne.com
• Sunset Clause Is Bushwacking Estate Planning, By Karen Krebsbach, Bank Investment Marketing, September 2001
• Let the Buyer Beware of One-Stop Shopping” Financial Times, August 30, 2001

LEGAL WRITER/EDITOR

• “Charitable Trust Compendium” Denver: Esperti Peterson Institute, 1994.
• “Joint Trusts are a Good Planning Tool for a Married Couple” Estate Planning, May/June 1993.
• Generations: Planning Your Legacy. Denver: Esperti Peterson Institute, 1998.
• Irrevocable Trusts: Analysis with Forms. Boston: Warren, Gorham & Lamont, 1998.
• Wealth Enhancement & Preservation: Practical Answers from America&aposs Experts. Denver: Esperti Peterson Institute, 1994. 2d edition, 1996.
• LEGACY:Plan, Protect & Preserve Your Estate. Denver: Esperti Peterson Institute, 1996.

PERSONAL
Married to Donna with two energetic and always curious daughters, Sarah Jayne and Samantha Emily.

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Patrick Casey
Laureate in Wealth Strategies Graduate

Sunshine Professional Center
9240 Bonita Beach Road, Suite 1109
Bonita Springs, Florida 34135
Telephone: (941) 498-6999
Fax: (941) 498-6990

Patrick is a practicing attorney and a licensed CPA. After successfully completing a term of duty in the United States Marine Corps, he attended Florida State University where he earned his degree in accounting. During the next 12 years he engaged in tax planning and compliance for medium to large businesses and their owners under the employ of Big 8, regional, and large local accounting firms, working largely with real estate syndications, financial institutions, automobile dealerships, and their owners. He later attended St. Thomas University School of Law, immediately after which he established Casey Law Office, LLC, a boutique law firm concentrating exclusively on the design and implementation of asset preservation and value transfer strategies.

Patrick is a member of the Florida Bar, is admitted to practice before the Supreme Court of the United States of America, the Federal District Courts for the Middle and Southern Districts of Florida, and the U.S. Tax Court. He actively participates on the Asset Preservation Committee of the Florida Bar where his work helped influence the asset protection provisions of the Florida Trust Code and where he is currently working on the review and modification of the Florida Limited Liability Corporation Act. Patrick is an active member of WealthCounsel, LLC, a national consortium of estate planning attorneys, where he leads the committee responsible for modifying the group’s documents to conform to changes in the Florida Trust Code. Patrick has completed advanced and in-depth studies on planning for high net worth individuals and their business interests through the SC Institute where he is a fellow and member of its Laureate Circle. He is a frequent speaker at gatherings of Financial Professionals, Insurance Agents, and CPAs on topics relating to estate planning and asset protection and hosts regular workshops and study groups on these and related subjects. His teaching activities have included service as faculty for Lorman Educational Services.

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John Clark
Laureate in Wealth Strategies Graduate

Law Offices of Clark & Volin, L.L.P.
2033 E. Warner Rd., Suite 107
Tempe, AZ 85284-3417
Telephone: (480) 497-1177
Facsimile: (480) 820-3575
Email: [email protected]

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Dawn Clifford
Laureate in Wealth Strategies Graduate

The Hartford
National Private Wealth Management Consultant
829 East Walnut Street
Long Beach, NY 11561
Telephone: 516 507-9475
Email: [email protected]
Website: www.hartfordlife.com

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Dan Converse
Advanced Wealth Strategies Graduate

Dan Converse
Investment Adviser Representative
9330 Scranton Road, Suite 250
San Diego, CA 92121
Telephone: (858) 964-2113
Facsimile: (858) 554-1106
Website: www.danconverse.com
Email: [email protected]

I have been working with individuals and businesses in the greater San Diego area since 2007. Having spent time in business banking, retail banking branch management, senior relationship management, and financial advising, I bring extensive personal and professional experience.

One of the benefits of working with me is my commitment to provide clear, easily understood explanations of financial products and services.  The personalized program that I work with you to develop can help you work towards your financial goals.

I look forward to using my experience to help you pursue financial security.

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Jan Copley
Laureate in Wealth Strategies Graduate

Pasadena Law Group
70 South Lake Avenue, Suite 1000
Pasadena, CA 91101
Telephone: 626 696-3145
Email: [email protected]
Web: www.pasadenalawgroup.com

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Fred F. Corbalis III
Laureate in Wealth Strategies Graduate

Spierer, Woodward, Corbalis & Goldberg
707 Torrance Blvd. Suite 200
Redondo Beach CA 90277
Telephone: (310) 540-3199
Facsimile: (310) 316-1823
Email: [email protected]
Website: www.practicallawyer.com

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Don Corliss
Laureate in Wealth Strategies Graduate

Corliss Law
7700 Irvine Center Drive, Suite 800
Irvine, CA 92618
Telephone: (877) 958-4482 ex.85
Facsimile: (888) 239-3210
Email: [email protected]
Website: www.corliss-law.com

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William Cosseboom
Laureate in Wealth Strategies Graduate

The Hartford
Senior Account Executive
20518 S. Noble Ln.
West Linn, OR 97068-7220
Telephone: 503 730-5010
Email: [email protected]
Website: http://www.hartfordlife.com

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Michelle Dalton
Laureate in Wealth Strategies Graduate

Profile coming soon!

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Joseph Deutsch
Laureate in Wealth Strategies Graduate

Insurance Agent
Ranch & Coast Insurance Services
6119 La Granada, Suite C PO Box 2151
Rancho Santa Fe CA 92067
Telephone: (858) 756-8400
Email: [email protected]
Website: www.ranch-coast.com

Joe has been able to help many clients among varying industries better protect themselves and more clearly understand the insurance options available. Currently pursuing a designation to be CPCU (Chartered Property Casualty Underwriter) is among the growing list of continuing education efforts that keep Joe focused on the details that are so often overlooked in the hunt for the lowest up-front cost in today’s insurance industry. Among the duties assigned to Joe are: Sales, Training, Service, and Community Outreach.

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Gerald Dorn
Laureate in Wealth Strategies Graduate

Anderson & Dorn, Ltd.
500 Damonte Ranch Parkway, Ste. 860
Reno, NV 89521
Telephone: (775) 823-9455
Fascimile: (775) 823-9456
Email: [email protected]
Website: www.wealth-counselors.com

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Stephanie Downer
Laureate in Wealth Strategies Graduate

Paeske Law PC
514 Via De La Valle, Suite 300A
Solana Beach, CA 92075
Telephone: (858) 888-5736
Email: [email protected]
Website: PaeskeLaw.com

Stephanie was the Managing Attorney for Strazzeri Mancinni’s Wealth Strategies Planning Department, the Contested Matters Department, Family Counselor Department, and assists the FamilyCare™ Estate and FamilyCare™ Business Departments. Stephanie manages the affluent clientele and complex casework through the Wealth Strategies Process, and additionally helps to counsel clients and review documents in the estate and business planning departments.

Stephanie has gained experience in all departments of Strazzeri Mancini LLP including Estate Administration, Estate Planning, Litigation, and Wealth Strategies Planning. Stephanie also facilitated the operation, marketing of, and creation of marketing materials for the Southern California Institute.

She is now a counseling attorney for the Paeske Law team.  She is using her experience to serve her own clients at her new firm.

She is as an active volunteer, Stephanie served as the Vice Chair of the USD Pro Bono Legal Advocates Program and as a legal volunteer to the San Diego Volunteer Lawyer’s Program, AIDS Clinic. She enjoys international travel, running by the ocean, surfing on camping trips with her husband, Richard Downer, along the California and Baja coastlines, and cooking (but especially eating) big dinners with friends.

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Jason Driver
Laureate in Wealth Strategies Graduate

Profile coming soon!

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Jeff Dundon
Laureate in Wealth Strategies Graduate

University of Cincinnati Foundation
P.O. Box 19970
Cincinnati, OH
Telephone: (513) 556-6147

EDUCATION:
Boston University Law School, L.L.M. Taxation, 1984. Seattle University, Juris Doctorate, 1977. Muhlenberg College, A.B., 1973.

EXPERIENCE:

• Co-Founder, Dundon & Huddleston LLP, 2003.
• Founding principal, Dundon Law Offices, 1992.
• Employee Benefits Attorney, Mead Corporation, 1987 to 1992.
• Domestic and International Tax Attorney, NCR Corporation, 1984 to 1987.
• U.S. Navy Judge Advocate General, Active Duty 1978 to 1984 – Reserves 1984 to 2000.
• Adjunct Teaching Faculty, Wealth Strategies Institute and Academy for Multi-Disciplinary Practice at Michigan State University. Member, Segment Review Committee, Wealth Strategies Institute and Academy for Multi-Disciplinary Practice at Michigan State University.
• Fellow, Esperti Peterson Institute for Advanced Wealth Strategies. General Member Instructor and Member of Review Board, WealthCounsel, LLC.

MEMBER:

• Member, Dayton Bar Association (former Chairman, Business and Tax Sections). Ohio Bar Association. Past Chairman and current Member, Ohio Forum of Estate Planning Attorneys.
• Board Member, Dayton Area Chapter of the American Red Cross. Chairman, Dayton Chapter of the American Red Cross Planned Giving Committee. Member, Sinclair Community College Planned Giving Advisory Board. Member, Dayton Chapter, Planned Giving Council. Member, Miami Valley Estate Planning Council. Member, Navy League, – member of The Retired Officers Association and Judge Advocates Association. Member, South Metro Chamber of Commerce Board of Directors. Member, Centerville Noon Optimists. Vice-President, Centerville &acirc&Acirc€&Acirc” Washington Township Bicentennial Commission, 1994 to 1997.

AUTHOR:
Contributing Author, Generations, Planning Your Legacy, 1998. Contributing Author and Editor, Strictly Business, 2001. Contributing Author, Giving: Philanthropy for Everyone, 2003. Contributing Reviewer, Conspectus Current, 1999 to 2002.

PRESENTER:

• Developments in Naming Beneficiaries for Qualified Plans and IRAs, Southern California Institute, San Diego, CA February 2006
• Ohio Uniform Trust Code, Dayton, Ohio Bar Association, June 2005
• Asset Protection IRAs &acirc&Acirc€&Acirc” Can It Be Done, Wealth Counsel, Phoenix, May 2005
• 412(i) Plans &acirc&Acirc€&Acirc” The promises and the problems, Business Enterprise Institute, Denver, 2004
• The Alphabet Soup of Qualified Retirement Plans, National Network of Estate Planning Attorneys Dallas, 2004.
• Nonqualified Deferred Compensation for the Estate Planning Attorney, WealthCounsel, Las Vegas, 2004
• Basics of Asset Protection, Miami Valley Association of Medical Administrators Dayton, OH, 2003.
• S-Corporation ESOPs, National Network of Estate Planning Attorneys Orlando, FL, 2003.
• Retirement Plans for Small Business, National Network of Estate Planning Attorneys Orlando, FL, 2003.
• Choice of Business Entities, National Network of Estate Planning Attorneys Kansas City, MO, 2002.
• The Use of Rabbi Trusts for Securing Deferred Compensation, Esperti Peterson Institute Masters Summit Jackson, WY, 2002.
• The Alphabet Soup of Qualified Retirement Plans, National Network of Estate Planning Attorneys Minneapolis, 2001.
• Exchanging Executive Benefits, Esperti Peterson Institute Masters Summit Orlando, FL, 2000.
• Continuing Education Workshops and Programs, 1992-2006: UBS, Merrill Lynch, JP Morgan Chase, Fifth Third Private Client Group, Miami Valley Insurance Professional Association, Miami Valley CFP Association, Northwestern Mutual Life, Dayton Bar Association, Dayton Paralegal Association, Ohio State Bar Association, American Skandia, Pinnacle Group.

PERSONAL:
Married to wife Ann for 33 years three children: Kate, Jeff, and Deirdre. Mr. Dundon enjoys golf, hiking, sailing, reading, and history.

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Jeffrey Dunham
Laureate in Wealth Strategies Graduate

Dunham & Associates Investment Counsel, Inc.
10251 Vista Sorrento Pkwy., Suite 200
San Diego, CA 92121-3769
Telephone: (858) 964-0500
Email: [email protected]
Website: www.dunham.com

Mr. Dunham is Founder and CEO of Dunham & Associates Investment Counsel, Inc. (Dunham & Associates) and Chairman of Dunham Trust Company. He also serves as a Trustee, President, and Principal Executive Officer of Dunham Funds. Mr. Dunham’s investment expertise spans more than 25 years, dating to when he started a family of private funds and built Dunham & Associates upon the premise of performance-based advisory compensation—a radical idea at the time—now a model for others. Beginning his investment career in 1977, Mr. Dunham acquired real estate for investors and his own account.

As President of San Diego-based JAD Properties between 1979 and 1989, Mr. Dunham continued hands-on management of real estate holdings. Prior to becoming Founding Partner of Dunham & Associates, he was Partner in the investment firm of McKewon Securities and worked with Enterprise Management Company, a venture capital affiliate of McKewon Securities. Mr. Dunham earned a BS degree in Business Administration with an emphasis in Finance from San Diego State University. He holds FINRA Series 3, 4, 7, 24, 53, and 63 registrations.

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Sue Edwards
Laureate in Wealth Strategies Graduate

Profile Coming Soon

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Roderick Evans
Advanced Wealth Strategies Graduate
Laureate in Wealth Strategies Student

Financial Advisor
Comprehensive Financial Group
4350 Executive Dr. Ste.215 San Diego CA 92121-2117
Telephone: (858) 202-7243
Email: [email protected]
Website: http://cfgsite.com

Registered representative of Hornor, Townsend & Kent, Inc.

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Trey Fairman, J.D., LL.M.
Laureate in Wealth Strategies Graduate

Senior Wealth and Insurance Planning Strategist
Millennium Brokerage Group
Email: [email protected]
Website: www.treyfairman.com

As a Senior Wealth and Insurance Planning Strategist, Trey Fairman partners with independent and institutional financial advisors helping them increase productivity by providing insurance-based solutions to their high net worth clientele.

Trey is an active instructor at various educational events, including local platforms such as the California Forums and Thursday Insights at The Southern California Institute in La Jolla, CA.

Trey has earned a Bachelors of Science in Finance from the University of Delaware and his law degree (J.D.) from the University of San Diego. After passing the California bar exam, Trey returned to the University of San Diego to obtain his Master of Laws in Taxation (LL.M.) in 2001. Trey lives in North County San Diego with his wife and two boys.

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Phil Flakes
Laureate in Wealth Strategies Graduate

Profile coming soon!

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Kevin Forbush
Laureate in Wealth Strategies Graduate

Forbush Legal Offices, P.C.
Attorney at Law
287 E. Fountain Blvd. Unit 200
Colorado Springs, CO 80903-4173
Telephone: 719 473-6654
Facsimile: 719 632-9788
Email: [email protected]
Website: www.forbushlegal.com

He is a member of the Colorado State Bar, the Trust and Estates Section of the Colorado Bar Association, the El Paso County Bar Association, the State Bar of California, and the Colorado Springs Chapter of the National Association of Insurance and Financial Advisors (NAIFA). Kevin retired in 2006 as a Lieutenant Colonel from the United States Air Force Reserves after 24 years of active-duty and reserve service. He served most of his military career as a member of the Air Force Judge Advocate General (JAG) Corps.

Kevin lives in Colorado Springs, Colorado, with his wife and best friend of 14 years, Beth Morgan, owner of Nourish4Life, LLC, (www.nourish4life.com) a nutritional products and wellness consulting business. Kevin and Beth have four children: Vance, a recent graduate of the University of California, Riverside Jason, a pre-med major at the University of Notre Dame Christian (Chris), age 13 and daughter, Bryson, age 8.

Kevin Forbush is an attorney and inactive CPA licensed in both Colorado and California. Kevin’s combination of legal and accounting experience makes him uniquely qualified to counsel clients on the complex issues where the law, taxes and financial matters intersect. Kevin focuses his practice on estate planning, asset protection and business planning.

Kevin earned his Bachelor of Science in Business Administration (with a concentration in Accounting) from California State University, San Bernardino, in 1982 and his Juris Doctor, cum laude, from the University of California, Hastings College of Law in 1988.

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William Fortner
Laureate in Wealth Strategies Graduate

Lincoln Financial Advisors
3000 Executive Parkway, Suite 400
San Ramon, CA 94583
Telephone: 949 433-1063
Email: [email protected]
Website: www.lfg.com

Bill Fortner has focused on life insurance sales for 14 of his 18 years in the financial services industry. He started at Bank of America for 7 years, moved to John Hancock for 2, and recently was at Hartford for almost ten years where he was one of 8 individuals nationally who served as Director of Private Wealth Management, and a Bank Advisor specialist. Jan 3, 2011 Bill started a new chapter in his career moving to MetLife in order to start calling on UBS, MSSB, WFA and Edward Jones advisors in Southern California. Billy has accepted a prestigious position with Lincoln Financial Advisors as the Managing Director of the Pacific Regional Planning Group.

Fortner is a graduate of the University of Southern California in Los Angeles, where he earned a BA in Communication Arts and Sciences. Bill has been named to the permanent faculty at the Southern California Institute, which offers California’s most complete business, estate and wealth strategies curricula to help wealth advisors interact and share with clients to inspire action. He is also a graduate of the Laureate Center for Wealth Advisors.

In his leisure time, Fortner has been known to perform at the local “IMPROV” and he has successfully used comedy to educate and motivate clients and their advisors to action. He is a member of the Roosters of Orange County, a non profit social and charity organization whose membership consists of professional men of diverse backgrounds dedicated to fund-raising for the benefit of disadvantaged and at-risk children in the community. Bill is an avid endurance cyclist and just completed a ride across the state of Iowa this summer for the longest, largest, oldest ride of its kind in the world for charity. 10,000 riders, 494 miles, 22,000 feet of elevation, 7 days, and whole lotta corn.

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Alexandra Gadzo
Laureate in Wealth Strategies Graduate

The Gadzo Law Firm
Attorney at Law
715 Colorado Ave., Suite A
Palo Alto, CA 94303-3913
Telephone: (650) 321-3050
Fax: (650) 897-9800
Email: [email protected]
Website: http://www.gadzolaw.com

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Amy Gallego
Advanced Wealth Strategies Graduate

Dunham & Associates Investment Counsel, Inc.
10251 Vista Sorrento Pkwy., Suite 200
San Diego, CA 92121-3769
Telephone: (858) 964-0500
Website: www.dunham.com

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J. Stephen Gammill
Laureate in Wealth Strategies Graduate

J. Stephen Gammill, LLC
P.O. Box 190
Fruita, CO 81521
Telephone: (970) 858-9135
Fax: (970) 858-9147
Email: [email protected]

Mr. Gammill received his JD from the University of Colorado in 1964. He spent the next 27 years practicing law, primarily in the litigation arena, in Albuquerque, New Mexico. In 1991, he made the decision to return home to Colorado and settled on the western slope in Grand Junction.

In 1996, he joined the National Network of Estate Planning Attorneys and began limiting his practice to estate and wealth planning issues.

Mr. Gammill has completed an extensive post doctorate program with the Esperti Peterson Institute and holds the designations of Fellow of the Esperti Peterson Institute and Fellow of the Estate and Wealth Strategies Institute at Michigan State University.

He has been an Adjunct Professor for the Academy of Multidisciplinary Practice at Michigan State University and teaches nationally to attorneys and other professionals in the estate and business planning field.

He has recently presented on the topics of ILITs, business and investment asset protection, marketing, business succession, and disability planning for the National Network and for the Wealth Strategies Institute.

He is the author of numerous estate and tax planning curriculum for courses he has taught and for seminar presentations and has been a reviewing author for Cutting Edge and has published a review of a major article on the tax reform act and is a contributing author to: THE PRACTICE: Creating, Growing, and Maintaining a Successful, Client-Centered Estate and Business Planning Law Firm.

Today, he limits his practice to Estate and Wealth Strategies Planning including business exit and asset protection planning. He is a frequent lecturer and group facilitator in estate planning and transfer tax matters to members of the public and to professional groups such as CPAs, attorneys, insurance professional and Certified Financial Planners.

He is married to Jan Gammill who teaches kindergarten at Wingate Elementary School in Grand Junction. They are members of Monument Presbyterian Church where they serve as elders and church leaders.

My Purpose is to Transform by Realizing Worth:

I am a Christ oriented person. My immediate and ultimate goal is to become and to remain in a right relationship with Christ, to be of service to others through that relationship and to use the gifts God has entrusted to me to transform others by helping them see their true value.

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Nicholas Gardner
Laureate in Wealth Strategies Graduate

The Financial Team, Inc.
6005 Hidden Valley Road Suite 105
Carlsbad CA 92011
Telephone: (760) 448-2882
Email: [email protected]
Web: www.thefinancialteam.com

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Stephen Geribo, Jr.
Laureate in Wealth Strategies Graduate

Financial Advisor
Goodsell & Company
2665 4th Avenue
San Diego, CA 92103
Telephone: (619) 238-4343
Facsimile: (619) 238-4743
Website: www.goodsellco.com
Email: [email protected]

Stephen has been a licensed registered representative since 1994 after earning a BS in Finance from Bentley College that same year. He currently holds a Series 7, 24, 63, 66 and a CA Life license. He also completed a California Tax Education Council tax preparer course in 2005 and earned a Laureate in Wealth Strategies from the Southern California Institute in 2008.

Prior to joining Goodsell & Company Financial Services in 2012, Mr. Geribo owned and operated his own accounting and financial services company, CounterPoint Financial Services, LLC. He has also worked in the past as a financial advisor for Dunham & Associates, Citizens Bank and Fidelity Investments.

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John Goralka
Laureate in Wealth Strategies Graduate

Estate Planning Attorney
Goralka Law Firm
4470 Duckhorn Drive
Sacramento, CA 95834
Telephone: (916) 440-8036
Email: [email protected]
Website: www.goralkalawfirm.com

Professional Specialties:

• Asset Protection Planning and Implementation
• Business and Corporate Law
• Elder Law, Medi-Cal Eligibility Planning
• Estate Planning and Administration
• Probate, Conservatorship and Guardianships
• Sales of Businesses and Real Property
• Shareholder and Business Buy/Sell Agreements for Estate Planning and Business Continuation Purposes
• Tax Planning and Tax Litigation Controversy
• Trusts

Qualifications:

• Certified Specialist in Estate Planning, Trusts and Probate Law by the State Bar of California, Board of Legal Specialization
• Certified Specialist in Taxation Law by the State Bar of California, Board of Legal Specialization
• Former Hearing Officer and Income Tax Auditor, Franchise Tax Board, California
• Passed the California Certified Public Accountants’ Exam
• Approved Educator – California Department of Insurance
• Approved Educator – California Certificated Financial Planning Board
• Blue Star Wealth Professional
• Distinguished Client Service Award – Martindale-Hubbell 2014

Author:

California Tax Lawyer, August, 1992 – “Can the Service Partner Finally Go Back To Work?”

Co-Author:

Family Limited Partnerships in Estate Planning and Asset Protection, “Maximize the Use of Family Limited Partnerships in Estate Planning” and “Sort Through the Complex Rules Regarding the taxation of Family Limited Partnerships,” August 2008

• Estate Planning Basics, “Estate and Gift Taxes” and “Charitable Planning,” August 2008
• Fundamental Probate Procedures and Practices, “Inventory & Appraisal,” May 2008
• Estate and Gift Taxes, “Estate, Gift and GST Taxes,” January 2008
• Estate Planning Basics, “Basic Taxes You Need to be Aware Of,” January 2008
• The Probate Process for California Paralegals: From Start to Finish, 2003 and 2004
• A Practical Guide to Estate Administration in California, 1992 and 1993

Education:

• California State University of Sacramento, B.S. Accounting
• McGeorge School of Law, J.D. with distinction, Class Rank – 4th
• McGeorge School of Law, L.L.M. Taxation

Academic Achievements:

• American Jurisprudence Awards in Torts and Business Planning
• Corpus Juris Secundum Award For Making the Most Outstanding Contribution to Legal Scholarship (1985 and 1988)
• Order of the Coif
• Prentice-Hall Outstanding Tax Student Award
• Traynor Society Award for Academic Achievement

Member:

• Board of Directors, Sacramento Estate Planning Council
• Sacramento County and California Bar Associations
• National Association of Elder Law Attorneys (NAELA)
• Former Education Chair
• Wealth Counsel
• Elder Counsel

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Suzanne Graves
Laureate in Wealth Strategies Graduate

Attorney
Law Offices of Suzanne Graves
1317 W. Foothill Blvd., Suite 245
Upland, CA 91786
Telephone: (909) 981-6177
Fax: (909) 981-8859
Email: [email protected]

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Matthew Grupp, J.D., LL.M. (Taxation)
Laureate in Wealth Strategies Graduate

Attorney & Counselor at Law
The Grupp Law Firm, PLLC
145 E. Snow King Avenue
P.O. Box 4995
Jackson, WY 83001
Tel/Fax: (307) 203-3005
Direct:    (307) 203-3007
Email: [email protected]
Website: www.GruppLaw.com

JUDGMENT  – COURTESY – DILIGENCE

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Daniel Guillen
Advanced Wealth Strategies Graduate

Sentry Pacific Financial Group
3160 Camino del Rio South, Suite 313
San Diego, CA 92108
Telephone: (858) 384-5700
Website: www.sentrypacificfg.com
Email: [email protected]

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Bryan Haley
Laureate in Wealth Strategies Graduate

Profile coming soon!

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Ed Hardie
Laureate in Wealth Strategies Graduate

The Hartford
Senior Account Executive
2B Terrace Way
Greensboro, NC 27403
Telephone: (336) 315-9015
Email: [email protected]
Website: www.hartfordlife.com

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Jim Hayslip
Laureate in Wealth Strategies Graduate

Profile coming soon!

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Antreas Hindoyan
Advanced Wealth Strategies Graduate

Profile Coming Soon

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David Hiersekorn
Laureate in Wealth Strategies Graduate

Attorney At Law
Private Counsel
101 S. Kraemer Blvd., Ste. 200
Placentia, CA 92870
Telephone: (800) 672-1835
Fax: (714) 948-8980
Email: [email protected]
Website: www.privatecounsel.com

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Darcy Houghton
Laureate in Wealth Strategies Graduate

Profile Coming Soon

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Kirsten Howe
Laureate in Wealth Strategies Graduate

Attorney & Counselor at Law
1615 Bonanza Street, Suite 324
Walnut Creek CA 94596
Telephone: (925) 943-2740
Facsimile: (925) 943-3105
Email: [email protected]
Website: www.kirstenesq.com

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Kevin Hughes
Advanced Wealth Strategies Graduate

Financial Designs, Ltd.
5075 Shoreham Place, Suite 200
San Diego, CA 92122-5964
Telephone: (858) 597-1980
Fax: (858) 546-1106
Website: www.moneytalkradio.com
Email: [email protected]

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David Hunter
Laureate in Wealth Strategies Graduate

The Hartford
Senior Account Executive
504 E. Main St.
Salem, VA 24153-3518
Telephone: (540) 387-9151
Fax: (860) 392-5395
Email: [email protected]
Website: http://www.hartfordlife.com

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Pat Jeffers
Laureate in Wealth Strategies Graduate

Profile coming soon!

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John Jenkins
Laureate in Wealth Strategies Graduate

President and CEO
Asset Preservation Strategies, Inc.
3636 Nobel Drive, Suite 440
San Diego, CA 92122-1042
Telephone: (858) 455-1825
Email: [email protected]
Website: www.asset-preservation.com

John L. Jenkins, AEP, CSA, EA, CFP, is the founding shareholder, President and CEO of Asset Preservation Strategies, Inc., a Securities and Exchange Commission Registered Investment Advisor. He has been engaged in the financial services industry since 1982.

A third generation San Diego native, Mr. Jenkins obtained his Bachelors and Masters Degrees from San Diego State University. In 1985 he earned the Certified Financial Planner designation from The College for Financial Planning in Denver, CO, and entered private practice by forming Clyman & Jenkins, Inc., a Registered Investment Advisory firm in Encinitas, CA. In 1988 he became a Registered Principal and Branch Manager with W.S. Griffith & Co., Inc., a registered broker-dealer. In 1990 Mr. Jenkins opened an Office of Supervisory Jurisdiction and became a Branch Manager and Registered Principal with Anchor National Financial Services, Inc., which merged with SunAmerica Securities, Inc., in May 1992. In May of 2003 he became a Branch Manager and Registered Principal with QA_ Financial Corp., Member NASD/SiPC. In 1991 Mr. Jenkins successfully passed the Enrolled Agent (EA) exam as administered by the Internal Revenue Service. He was admitted to the Directory of CFP Practitioners in October 1993 and became a Certified Agent for the California Partnership for Long Term Care in October 1994. In August of 2002 Mr. Jenkins obtained a Masters Degree in Wealth Strategies Planning from the Estate &amp Wealth Strategies Institute at Michigan State University and is endowed as a full Fellow of the Esperti Peterson Institute. In September of 2003 Mr. Jenkins was certified as a Certified Senior Advisor and admitted to the Society of Certified Senior Advisors. He is also a Fellow of the Southern California Institute (www.scinstitute.org). He received the Accredited Estate Planner accreditation on December 1, 2005.

Mr. Jenkins is a member of the Financial Planning Association (FPA), The CA Society of Tax Consultants, The Certified Senior Advisor Society and the Estate Planning Council of San Diego. The Certified Financial Planner Board of Standards grants him the right to use the CFP designation. In addition to adhering to a strict code of ethics for each of these organizations, he is required to obtain a minimum of 60 hours of continuing education credits every two years to retain active membership and licensing status.

Mr. Jenkins has conducted numerous financial planning workshops during his 23-year career. He has been a guest on the PBS television show “The Money Makers” and its successor, “The Financial Advisors” as well as the syndicated news magazine show “Heartbeat of the City”. Mr. Jenkins has authored four publications: “Minimum Retirement Plan Distribution Rules When Someone Passes Away”, “Estate Planning with IRAs for California Professionals”, “21st Century Wealth” and “Living & Learning: Achieve Retirement and Education Security”. He is a former Adjunct Faculty member of the National Endowment for Financial Education in Denver, CO, and is recognized both in “Who’s Who in California” and “Who’s Who in Finance”. He completed five years of service on the Board of Directors of the San Diego Chapter of the FPA and is currently serving on the Board of the San Diego Estate Planning Council and as a member of the Estates and Trusts Committee for Children’s Hospital Foundation. Mr. Jenkins has been quoted in the financial press, including Financial Planning News, The San Diego Union-Tribune, the La Jolla Light and the San Diego Business Journal.

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Jimmie L. Joe
Laureate in Wealth Strategies Graduate

The Law Offices of Jimmie L. Joe, APC
17700 Castleton St.
City of Industry, CA 91748-5868
Telephone: (626) 839-8980
Email: [email protected]
Website: www.theestateplanninglawyer.com

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Mindy Cagan-Joslin
Advanced Wealth Strategies Graduate

Profile Coming Soon

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Curtis Kaiser
Advanced Wealth Strategies Graduate

Profile Coming Soon

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Owen Kaye
Laureate in Wealth Strategies Graduate

Profile coming soon!

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Sean Kenney
Advanced Wealth Strategies Graduate

Profile Coming Soon

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Alan Kondo
Laureate in Wealth Strategies Graduate

Profile coming soon!

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Vonya Lance
Laureate in Wealth Strategies Graduate

Profile coming soon!

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Angela Langlotz
Laureate in Wealth Strategies Graduate

Profile coming soon!

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Kimberly Lee
Laureate in Wealth Strategies Graduate

Profile coming soon!

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David Linehan
Laureate in Wealth Strategies Graduate

The Hartford
Account Executive
433 South Main Street, Suite 326
West Hartford, CT 06110
860-561-0867
Email: [email protected]
Website: www.hartfordlife.com

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Peggy Lombardo
Laureate in Wealth Strategies Graduate

The Financial Team
6005 Hidden Valley Road, Suite 105
Carlsbad, CA 92011-4223
Telephone: (760) 448-2882
Email: [email protected]
Website: www.financialteam.net

Ms. Lombardo says that when it comes to investing, she is a strong proponent of the “SWAN” principle – “Sleep Well at Night” – for both her clients and herself. Peggy has provided her expertise and advice to clients in the areas of investment management, tax planning, and real estate for over 20 years. She chose this profession because she felt the need to assist and educate the public in their important financial choices.

Peggy started her career in 1984 after living and traveling extensively throughout the world. While establishing roots in North County San Diego, she owned several different financial service businesses. As an Enrolled Agent (EA), Peggy is licensed by the federal government to represent taxpayers before the Internal Revenue Service (IRS).

• BA, Chemistry, University of Vermont
• EA – Enrolled Agent, IRS 1990
• Member, Nat’l Assoc. of Enrolled Agents
• Certified Financial Planner TM (CFP^™), College for Financial Planning, 1986
• California Real Estate Broker

Peggy is an active Member of the Financial Planning Association; Former Adjunct Faculty Member of the College for Financial Planning; Fellow of The Southern California Institute in La Jolla, CA; and Member of the Fellowship of Graduate Estate Planning Consultants.

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Brett Lytle
Laureate in Wealth Strategies Graduate

McDowall Cotter, Attorneys at Law
2070 Pioneer Court
San Mateo, CA
Telephone: (650) 572-7933
Facsimile: (650) 994-8193
Email: [email protected]
Website: www.MCDLawyers.net

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Anthony Madonia
Laureate in Wealth Strategies Graduate

Anthony J. Madonia & Associates, Ltd.
233 S. Wacker Drive Suite 6825
Chicago, IL 60606-1609
Telephone: (312) 578-9300
Email: [email protected]
Website: www.madonia.com

Experience
Tony Madonia is an Attorney and Certified Public Accountant who concentrates in the areas of Estate Planning and Administration, Business Strategy and Planning, Wealth Counseling, Corporate Law, and Taxation.

Mr. Madonia founded Anthony J. Madonia & Associates, Ltd. with a vision of creating a service-oriented, hands-on practice where clients receive comprehensive support and expedient attention. Early in his career as an intern and tax accountant, Mr. Madonia recognized the value of providing multi- dimensional insight when guiding clients through complex transactions. To add to his accounting expertise, he pursued his Juris Doctorate to provide a more comprehensive lens to support client needs. Today, Mr. Madonia is known as a valuable business and tax resource, helping privately-held firms and the families and individuals they support preserve wealth.

Mr. Madonia thrives on legal and tax challenges—the kind of complex problems that require understanding from multiple viewpoints. He enjoys identifying the strategies and developing the plans that minimize tax exposure and achieve success. Mr. Madonia is highly respected for his knowledge and insightful perspectives on the complexities that affect privately-held businesses. His direct involvement with clients keeps him in touch with today’s business environment and the evolving needs of business owners.

Prior to founding the firm in 1995, Mr. Madonia worked for Peat, Marwick, Mitchell & Co. as a senior tax accountant and manager, and a boutique law firm, where he was partner.

Mr. Madonia is a native of Chicago, where he resides with his wife, Jenny, and their two sons and daughter. Mr. Madonia is active in hockey with his sons and ballet with his daughter, supporting the organizations that have impacted the lives of his family, his most prized accomplishment. When not with his family, Mr. Madonia is pursuing his passion for aviation; he is a licensed, multi-engine pilot.

Education
Mr. Madonia graduated with a Bachelor of Arts degree in Accounting from the University of Illinois. He earned his Juris Doctorate from John Marshall Law School while practicing as a Senior Tax Accountant.

Professional and Civic Affiliations
In addition to leading the firm, Mr. Madonia is an adjunct professor at John Marshall Law School in Chicago, where he teaches Estate & Trusts and Estate Planning & Drafting. A member of the American Bar Association and American Association of Attorney-Certified Public Accountants, he also serves as Chairman of the Asset Protection Committee of the Chicago Bar Association and is frequently asked to speak at various professional seminars. He is the 2010-2011 President of the Chicago Financial District Chapter of Rotary International; is active on the Board of Directors for Le Ballet Petit, a non- profit dance studio for children, where he is Treasurer; serves on the Planned Giving Committee of Catholic Charities; and is a member of the Justinian Society of Lawyers. Mr. Madonia has also co-authored Generations: Planning your Legacy, Midas Managers: How Every Business They Touch Turns to Gold, and The Complete Guide to Estate & Financial Planning in Turbulent Times.

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Stephen J. Mancini
Laureate in Wealth Strategies Graduate
Laureate Circle

Attorney, Principal
The Law Firm of Strazzeri Mancini LLP
10251 Vista Sorrento Parkway, Suite 250
San Diego, CA 92121
Telephone: (858) 200-1900
Facsimile: (858) 200-1920
Email: [email protected]
Website: www.strazzerimancini.com

Professional Background & Personal Information

Professional Accreditation
The California State Bar California Supreme Court United States Tax Court United States District Court and Southern District Court of California. Certified Specialist: Wills, Trusts & Probate, the State Bar of California Board of Legal Specialization.

Education
A Laureate in Wealth Strategies at the Southern California Institute Fellow of the Esperti Peterson Institute Post Graduate Legal Diploma in Taxation, University of San Diego School of Law, San Diego, California (1980) J. D., University of San Diego School of Law, San Diego, California (1979) and B.A., Chaminade University, Honolulu, Hawaii (1976).

Memberships
Wealth Counsel American Bar Association California State Bar Association San Diego County Bar Association Estate Planning, Trust and Probate Section and Esperti Peterson Institute.

Positions
Former Partner Stacer & Mancini. Principal of the Founders Group, Business Strategies Collaborative. Principal and Founder, Law Office of Stephen J. Mancini, APC, specializing in Estate Planning, Business Succession, Charitable Planning, Asset Protection and Retirement Issues. Principal & Founder: Law Firm of Strazzeri Mancini LLP.

Educator
Instructor for the Academy of Multidisciplinary Practices, courses accredited by the Estate and Wealth Strategies Institute at Michigan State University Instructor, Paralegal Courses Speaker for Continuing Education for Financial Professionals, including Certified Public Accountants, Attorneys, and Financial Planners.

Publications

• Co-author “Giving – Philanthropy for Everyone” published by Quantum Press
• Co-author, “Active Monitoring: An Alternative Strategy to Improve Alternate Valuation Results”, CCH Journal of Practical Estate Planning
• Co-author, “The Uniform Acts: What Are They? What am I Supposed to Do with Them? Why Should I Bother?”, National Network of Estate Planning Attorneys
• Course materials on Irrevocable Life Insurance Trusts for the Academy of Multidisciplinary Practices, courses accredited by the Estate and Wealth Strategies Institute at Michigan State University.

Community Service
Member: Palomar Pomerado Health Foundation & Planned Giving Advisory Council former member: Rancho Penasquitos Town Council and President of the Lions Club.

Personal
Happily married to Carol Mancini since 1972. Veteran of the Vietnam War, 1968-1972. Honorably discharged from the U. S. Navy in 1972. In his free time, Steve enjoys fly fishing and other outdoor activities.

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Steve Manning
Laureate in Wealth Strategies Graduate

The Hartford
Regional Vice President
8044 Montgomery Road Suite 565
Cincinnati, OH 45236
Telephone: 513 826-5040
Email: [email protected]
Website: www.hartfordlife.com

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Jeffrey Robert Matsen
Laureate in Wealth Strategies Graduate

Bohm, Matsen, Kegel & Aguilera, LLP
Partner
695 Town Center Dr. Ste. 700
Costa Mesa, CA 92626-7187
Telephone: 714 384-6500
Facsimile: 714 384-6551
Email: [email protected]
Website: http://www.jrmatsen.com

Jeffrey R. Matsen is a graduate of Brigham Young University, cum laude, having received his law degree with honors (Order of the Coif) from UCLA’s School of Law. He is currently partner in charge of the Estate Planning and Business Transactions Department of Bohm, Matsen, Kegel & Aguilera, LLP, which exclusively handles estate planning, asset protection, business formations and transactional matters, taxation and real property law.

Jeff has been named one of “America’s Top 100 Attorneys” by Worth Magazine one of “California’s Super Lawyers” by Los Angeles Magazine and has an AV rating for competency and ethics by Martindale-Hubbell.

Matsen regularly presents educational seminars for the California State Bar the National Business Institute, and has presented seminars for the California Society of Public Accountants the Orange County Bar Association and the National Association of Realtors in the fields of estate planning, asset protection and entity formation. Additional experience include law school professorships in the fields of Business Planning, Estate Planning, and Advanced Taxation. A Fellow of the Center of International Legal Studies, Jeff has served as a visiting professor at the law school in Maribor, Slovenia. He is certified in Business Appraisal by the National Society of Appraiser Specialists. Memberships include the International Society of Trust and Estate Practitioners (“STEP”) the Offshore Institute the State Bar of California the American Bar Association and the Southern California Institute’s Laureate Circle, which collaborates with the Advanced Wealth Studies Institute in providing strategic resources to prominent estate planning and business attorneys specifically serving affluent clientele.

Jeff has published several legal articles including “Asset Protection Planning” “Establishing the Price of Closely Held Business Buy-Sell Agreements” “A New Look at Business Buyout Agreements” “Formulating Buy-Sell Agreements and Valuing Closely Held Stock”, as well as numerous seminar curricula.

He is admitted to practice in the United States District Court (Central District) the United States Supreme Court and the United States Tax Court.

www.JRMATSEN.com
www.EZCORP4.com
www.877PROBATE.com

695 Town Center Drive | Seventh Floor | Costa Mesa, CA 92626
Phone: 714.384.6500 | Fax: 714.384.6551
www.jrmatsen.com | www.ezcorp4.com | www.caestateplanning.com

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Alejandro Matuk
Laureate in Wealth Strategies Graduate

Attorney
The Law Office of Alejandro Matuk
PO Box 995
La Mesa, CA 91944-0995
Telephone: (619) 441-2500

Professional Background & Personal Information

Education
Alejandro Matuk was born in 1952. He attended California State University, Fullerton, graduating with honors in 1974 with a Bachelor of Arts degree in political science. Mr. Matuk earned his Juris Doctorate at the University of Michigan in 1977.

Professional Accreditation
Mr. Matuk is the principal of the Law Offices of Alejandro Matuk and a principal of Strazzeri Mancini LLP. He started his professional career in the San Diego City Attorney’s Office. Mr. Matuk was a Senior Deputy City Attorney for the City of San Diego in the City Attorney’ Civil Litigation for eight years. Mr. Matuk was the principal attorney in numerous cases involving property, zoning, government contracts, land use, personal injury and various governmental matters. Mr. Matuk also served as Special Deputy Counsel for the Redevelopment Agency of the City of San Diego, negotiating and litigating eminent domain cases for the Agency.

Mr. Matuk has tried over 100 bench trials and over 50 jury trials, both criminal and civil. With respect to his civil experience, Mr. Matuk has tried major jury trials in both state and federal courts, where the potential liability or recovery to his private clients, the City of San Diego, and other public entities exceeded $100,000,000. These civil jury trials have ranged in duration from six trial days to four weeks and involved various types of lawsuits, including partnership dissolution, federal civil rights,

contracts, products liability, disputes involving real property, land subsidence, eminent domain and inverse condemnation trials, lender liability, and various banking-related litigation matters. Mr. Matuk has handled approximately 100 administrative hearings and approximately 120 arbitrations.

In addition to his trial experience, Mr. Matuk has been the responsible attorney in numerous writs and appellate matters. He has personally prepared and argued numerous cases before the Fourth District Court of Appeals, the Ninth Circuit and U.S. Supreme Court and has argued two published cases before the California Supreme Court.

After leaving the City, he entered private practice and developed a strong business law specialty using his litigation experience to help guide his clients.

Memberships
Alejandro has lectured on business and estate planning, trial tactics, and litigation, and has been an instructor for the San Diego Inns of Court Program and as a Southern California Institute Fellow. He is a member of the State Bar of California, the San Diego County Bar Association, the La Raza Lawyers Association of San Diego, the San Diego Business Trial Lawyers Association and the American Bar Association. Mr. Matuk is a member of Wealth Counsel.

Personal
Bilingual in English and Spanish.

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Mark Mazur
Laureate in Wealth Strategies Graduate

Wealth Manager
Huber Financial
475 Half Day Road Suite 210
Lincolnshire IL 60069
Telephone: (847) 541-6888
Email: [email protected]
Website: http://huberfinancial.com

Mark Mazur brings nearly 30 years of business and financial services industry experience to the Huber Financial management team. His primary focus as a wealth manager is working with clients and developing strong partnerships with accounting, law and benefit firms. In addition, Mark is the primary person responsible for the firm’s marketing and branding initiatives.

“My mission is to make a difference for people. As a financial counselor and coach, together with a collaborative team of experts, I help guide my clients along their journey to their envisioned future. Beginning with the foundation of a comprehensive plan to navigate today’s financial complexities, we continue together with active planning, guidance and support needed throughout every new chapter that life brings.”

He holds a degree in communications and design from Southern Illinois University.

Mark and his wife Catherine, live in Deerfield and maintain a separate residence in San Diego where their children and granddaughters (Sophia and Rachel) live. They have a passion for travel, yoga, good health and lifetime growth.

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Matthew McClintock
Laureate in Wealth Strategies Graduate

Attorney
Vice President, Education and Supplemental Legal Content
WealthCounsel, LLC
PO Box 3579
Evergreen CO 80437-3579
Telephone: (888) 659-4069, extension: 802
Email: [email protected]
Website: http://www.wealthcounsel.com

Matt McClintock joined the team at WealthCounsel in July 2006 and currently serves as Vice President of Education. His personal mission – and the mission of the WealthCounsel education team – is to help attorneys be better attorneys by growing in knowledge and understanding, help them serve clients better by implementing more complete planning strategies, and enjoy their practices more through improved processes, happy and consistent client relationships, and strong relationships with collaborative advisors. Matt received his JD in 2000 from the University of Oklahoma Law School.

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Susan McMakin
Laureate in Wealth Strategies Graduate

Profile coming soon!

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David Miller
Laureate in Wealth Strategies Graduate

Red Hill Law Group, PC
1422 Edinger
Tustin, CA
Email: [email protected]
Website: www.redhilllawgroup.com

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Jonathon Mintz
Laureate in Wealth Strategies Graduate

Profile coming soon!

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Aubrey Morrow
Laureate in Wealth Strategies Graduate

Financial Designs, Ltd.
5075 Shoreham Place, Suite 200
San Diego, CA 92122-5964
Telephone: (858) 597-1980
Fax: (858) 546-1106
Website: www.moneytalkradio.com
Email: [email protected]

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Victor Moy
Laureate in Wealth Strategies Graduate

Profile coming soon!

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J. Terrence Moynihan
Laureate in Wealth Strategies Graduate

The Moynihan Law Firm
6529 Riverside Ave., Suite 155
Riverside, CA 92506-3118
Telephone: 951 781-1960
Facsimile: 951 682-5348
Email: [email protected]
Website: www.moynihanlawfirm.com

J. Terrence Moynihan is a Certified Specialist in Estate Planning, Trust and Probate Law*, a principal of the firm and is a frequent speaker on estate planning and related topics.
* State Bar of California Board of Legal Specialization

Terrence is a graduate of Gonzaga University School of Law, in Spokane, Washington. He also holds a bachelors degree in Economics from the University of Washington.

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Peter Myers
Laureate in Wealth Strategies Graduate

The Myers Law Firm P.C.
100 Spear Street
San Francisco, CA 94105-1549
Telephone: (415) 896-1500
Facsimile: (415) 896-5068
Email: [email protected]
Website: www.themyerslawfirm.com

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Julia Nickerson, Esq.
Laureate in Wealth Strategies Graduate

Nickerson Law Group
3801 North Capital of Texas Highway, Suite J-220
Austin, TX 78746
Telephone: 512-461-1383
Email: [email protected]
Website: www.estateplanningaustintexas.com

Nickerson Law Group was formed from a fundamental belief that all families, no matter what their age or net worth, deserve quality legal advice regarding their estate plan, business plan and asset protection.

The founder, Julia Nickerson, is a second generation estate planning attorney. Ms. Nickerson’s father, Richard Hart, who also assists the firm in its larger cases, has represented some of the wealthiest families in the state of Illinois in planning their estates.

Ms. Nickerson obtained her law degree in 1997 from The John Marshall Law School in Chicago, Illinois, where she served on the law review. During her last year of law school Ms. Nickerson moved to San Diego, California with her husband who was based on Coronado Island serving as a Navy SEAL for SEAL Team One. Ms. Nickerson finished her law degree at the University of San Diego School of Law where she studied mostly tax law.

Before starting her own law firm, Ms. Nickerson practiced law for ten years at a large law firm in San Diego where she learned creative ways to legally save wealthy clients large amounts of money in taxes. She represented clients in multi-million dollar litigation before the United States District Court, Ninth Circuit Court of Appeals, and the U.S. Supreme Court. She also taught law as an Adjunct Professor at the University of Indiana School of Law.

When Ms. Nickerson gave birth to her first child, she almost died. This life-changing event made her realize as a mother and attorney how important it is for every family, no matter what their net worth, to have a legal plan.

Ms. Nickerson has also been deeply affected witnessing the struggles her brother and sister-in-law go through raising their autistic son. Julia has become passionate about helping families with special needs children plan ahead legally.

Nickerson Law Group focuses its legal practice on 5 things: estate planning, asset protection, probate and estate administration, guardianships for special needs children and counsel regarding controversies of these matters.

We wrap our clients in an extraordinary experience-an experience that goes beyond the acceptable limitations and sets a new standard in our industry. Not only do we treat all clients like family, but each and every team member of Nickerson Law Group is treated like family as well.

Having trusted legal counsel to turn to is an extraordinary relief and benefit. Our clients and their families are clients for a lifetime, not just a one-time transaction. We help our clients create legal plans that are organized and easy to understand, because our office is operated by a system of highly organized procedures.

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Brian Nielson
Laureate in Wealth Strategies Graduate

Brian S. Nielson, PLLC
Fundraising Professional
PO Box 7298
Pueblo West, CO 81007-1668
Telephone: 719 214-0474
Facsimilie:
Email: [email protected]
Website: https://www.linkedin.com/in/brian-nielson-ab67a33/

Brian Nielson has been in estate planning for his entire career.

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Scott Noble, CPA/PFS
Laureate in Wealth Strategies Graduate

Wealth With No Regrets
12600 Deerfield Parkway, Ste 100
Alpharetta, GA 30004
Telephone: 678-278-9632
Email: [email protected]
Website: www.enduringwealthmethod.com

Husband to Denise and father to three daughters, Andie, Leah, and Hannah, Scott resides in Alpharetta, Georgia, where he and Denise frequently enjoy date nights and family get-aways.

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Forrest Padilla
Laureate in Wealth Strategies Graduate

Financial Designs, Ltd.
5075 Shoreham Place, Suite 200
San Diego, CA 92122-5964
Telephone: (858) 597-1980
Fax: (858) 546-1106
Website: www.moneytalkradio.com
Email: [email protected]

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Cody Parks, Esq., LL.M.
Advanced Wealth Strategies Graduate
Laureate in Wealth Strategies Student

Attorney & Counselor at Law
The Law Firm of Strazzeri Mancini LLP
10251 Vista Sorrento Parkway, Suite 250
San Diego, CA 92121
Telephone: (858) 200-1900
Facsimile: (858) 200-1920
Email: [email protected]
Website: www.strazzerimancini.com

Education 
Cody graduated from Arizona State University with a Bachelor of Science Degree. He then went on to the University of Wyoming to earn his Juris Doctorate Degree, and finally to Loyola Law School in Los Angeles where he obtained an LL.M. degree in Taxation.

Professional Accreditation

Cody knew from his first day of law school that he wanted to work in estate planning. While in law school, Cody participated in the estate planning practicum where he was given clients who could not afford to hire an attorney. Through this program, Cody implemented a number of basic level estate plans before he even graduated from law school.

Prior to joining Strazzeri Mancini LLP Cody worked at the law office of Jeffrey Burr in Henderson, NV. Because Nevada has very favorable asset protection laws Cody has been able to bring his knowledge with him to Southern California to assist in our planning.

Personal
When Cody is not working he enjoys surfing, snowboarding, golfing, hiking, tennis, and enjoying the San Diego weather any way he can.

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John Pollard
Laureate in Wealth Strategies Graduate

Insurance Agent
American National
6119 La Granada, Suite B P.O. Box 854
Rancho Santa Fe CA 92067
Telephone: (858) 756-3440
Email: [email protected]
Website: www.anico.com and www.anpac.com

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James Pratt
Laureate in Wealth Strategies Graduate

Profile coming soon!

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Jackie Real-Salas
Laureate in Wealth Strategies Graduate and Laureate Circle Member

Law Offices of Jacqueline Real-Salas
1055 E. Colorado Blvd., 5th Floor
Pasadena, CA 91106
Telephone: 818 468-2014

and

43460 Ridge Park Drive, Suite 245
Temecula, CA 92590
Telephone: 951 212-5859
Email: [email protected]
Website: www.realsalaslaw.com

Jackie concentrates her law practice in the areas of estate planning, trust administration, estate and gift tax minimization, probate, special needs trusts, and asset protection. She is deeply committed to building lifelong relationships with her clients and helping them shape their legacies, while preserving wealth and harmony.

Jackie has helped many individuals create customized estate plans and has advised them in various aspects of wealth transfer planning designed to minimize estate taxes, including, but not limited to, the implementation of living trusts, life insurance trusts, charitable trusts, private foundations, business formation and succession planning, grantor-retained annuity trusts, defective grantor trusts, and dynasty trusts. She has also guided individual trustees in carrying out all aspects of trust administration. In furtherance of litigation avoidance strategies, Jackie has worked with beneficiaries of trusts and estates in contentious matters and has helped clients avoid costly litigation by reaching satisfactory resolutions with their opponents. Further, Jackie has represented corporate trustees in a variety of fiduciary matters and has advised them as to their fiduciary duties in administering, modifying and terminating trusts.

Jackie is a certified specialist in estate planning, trust and probate law, certified by the State Bar of California Board of Legal Specialization. As a graduate of Southwestern University School of Law (SCALE), Jackie graduated at the very top of her class, was a member of the Law Review, and received several academic awards, including an award in taxation law. Jackie is also an honors graduate of Loyola Law School’s Master of Laws in taxation program. She is a past member of Calleton, Merritt, De Francisco & Real Salas, LLP, a trusts and estates boutique firm in Pasadena, California.

Jackie has lectured on topics related to estate planning and taxation to various audiences, including attorneys attending MCLE lectures put on by the Los Angeles County Bar, the Pasadena Bar Association, the State Bar of California and the USC Gould School of Law Trust and Estate Conference. She has authored articles published in legal and consumer publications.

Jackie is licensed to practice in California and before the U.S. District Court for the Central District of California. She is a past Chair and current member of the editorial board of the Los Angeles Lawyer Magazine, a monthly publication of the Los Angeles County Bar; she is also a member of the Executive Committee of the Los Angeles County Bar’s Trusts and Estates Section, the Pasadena Bar Association and the Riverside County Bar.

In her spare time Jackie volunteers for charities that benefit people with special needs and rides her horse in the discipline of dressage. While born in the U.S., she grew up in Argentina and is fluent in Spanish.

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Lynsey Richardson
Laureate in Wealth Strategies Graduate

Dunham & Associates Investment Counsel, Inc.
10251 Vista Sorrento Pkwy., Suite 200
San Diego, CA 92121-3769
Telephone: 858 964-0500
Email: [email protected]
Website: www.dunham.com

Lynsey A. Richardson is the Private Client Analyst of Dunham & Associates Investment Counsel, Inc. Ms. Richardson’s primary responsibilities include working directly with the CEO of Dunham & Associates and his private book of business. She manages the new and existing private client accounts from opening to asset investment and further maintenance of accounts as required.

Ms. Richardson acts as the main “problem solver” for account issues and client inquiries. Prior to her role as Private Client Analyst for Dunham & Associates she served as the National Accounts Manager for the firm. In this capacity she focused on advancing the strategic relationships and initiating business development with various Broker/Dealers, wirehouses, and banks across the country.

Ms. Richardson graduated with honors from Washington State University and obtained her BA in Communications with an emphasis in Marketing and Public Relations from the university’s Edward R. Murrow School of Communication. Ms. Richardson holds FINRA Series 6, 7, & 66 registrations, and is currently pursuing her Certified Financial Planner designation.

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Michael Rodman
Laureate in Wealth Strategies Graduate

President, CFP
Best Practices of America, LLC
P. O. Box 2151
Rancho Santa Fe CA 92067
Telephone: (858) 756-9000
Email: [email protected]
Website: http://www.apshome.com

Mike Rodman, CFP has been a Comprehensive Financial Planning Industry Leader for the past 30 years. After graduating from the University of Notre Dame in 1983, Mike attained his Certified Financial Planner (“CFP”) designation in 1989. Mike is one of the few full time financial planners who brings more than two decades of actual Business Owning and CEO Experience to the table. Mike created Best Practices of America intending for it to be a unique financial planning delivery model. Best Practices consists of a Team of Members who Collaborate with clients assuring that each client’s team is truly the Best of the Best in each area of discipline.

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Mike Rosenberry
Laureate in Wealth Strategies Graduate

Profile coming soon!

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Mark Ruebusch
Laureate in Wealth Strategies Graduate

Profile coming soon!

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Craig Rumbaugh
Advanced Wealth Strategies Graduate

Profile Coming Soon

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Scott Schrader
Laureate in Wealth Strategies Graduate

Profile coming soon!

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Marc Selden
Laureate in Wealth Strategies Graduate

Marc Selden, Esq.
Attorney and Counselor at Law
Eagle & Selden, P.C.
Estate Planning & Wealth Strategies, Business Planning, Asset Protection
303 Fifth Avenue, Suite 503
New York, NY 10016
Telephone: (212) 685-8456
Email: [email protected]
Web: www.eagleselden.com

Practice Areas
Estate Planning, Asset Protection & Business Succession Planning

Professional Accreditation
Admitted to the New York State Bar; United States District Court, Southern & Eastern Districts of New York

Education
J.D., Syracuse University College of Law, Syracuse, New York (1993); B.A., cum laude, State University of New York at Albany, Albany, New York (1990); A Laureate in Wealth Strategies at the Southern California Institute

Memberships
Wealth Counsel; New York State Bar Association, Trusts and Estates Section

Positions
Principal & Founder, Eagle & Selden, P.C., formerly known as Marc Selden, P.C.

Educator
Speaker for National Business Institute, WealthCounsel LLC and for Continuing Education for Financial Professionals, including Certified Public Accountants, Attorneys, and Financial Planners

Mr. Selden is dedicated to providing comprehensive, highly personalized estate planning counsel to individuals, couples, families and businesses. Mr. Selden takes a holistic and creative approach to addressing his clients planning needs.

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Ahmed Shaikh
Laureate in Wealth Strategies Graduate

Profile coming soon!

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Simon Singer
Laureate in Wealth Strategies Graduate

AFFILIATIONS

• Director- The Advisor Consulting Group
• Principal- New First Financial Resources
• Principal- Partners Financial
• Director- CPA / Law Forum, which provides programs structured to comply with AICPA & American Law Institute standard for formal continuing ed.
• Strategic Alliances- Numerous CPA and Law firms.
• Former Host- of “Your Money” TV shows on The Business Channel
• Former Host- of “Money Talks” on KDOC Radio One of Americas- Top Financial Planners Consumer Research Council of America

ORGANIZATIONS

• Licensed by the Board of Certified Financial Planners
• Past President, International Forum
• Board of Directors, Jim Jacobs Leukemia Research Fund
• Past President of American Heart Association Children’s Heart
• Member, International Association of Financial Planners
• Member, International Association of Advisors in Philanthropy
• Top of The Table, Life Member
• Laureate Circle Member, Southern California Institute

DESIGNATIONS & LICENSES

• Certified Financial Planner
• Securities Licenses: Series 6, 22, Variable: NASD (National Association of Securities Dealers)
• Insurance Licenses:California- life/health/variable ( # 0333103)

PUBLISHED

• Co-author: Family Wealth Counseling: Getting to the Heart of the Matter
• Co-author: 21st Century Wealth
• Co-author: Love, Money, Control, Reinventing Estate Planning

EDUCATION

• College of Financial Planning Denver, CO
• Estate and Wealth Strategies Institute @ Michigan State U.
• National Institute of Finance:
  • Investment Planning
  • Income Tax Planning
  • Retirement Planning and Employee Benefits
  • Estate Planning
• Southern California Institute- Laurete Circle Member

PRESENTATIONS

• 1987 Split Dollar Retirement Plans Denver, Colorado
• 1988 Pre-Payment Option for Paying Estate Taxes Palm Springs
• 1989 Doctors Retirement Plans – solutions Encino, California
• 1990 Estate Planning Techniques for the 90’s Encino, California
• 1991 Tax Reduction Plan for Doctors Phoenix, Arizona
• 1991 Doctors Financial Game Plan Fresno, California
• 1991 Business Owners Financial Game Plan Visalia, California
• 1992 Tax Reduction Plan for Doctors Pomona, California
• 1993 Financial Game Plan for Executives Los Angeles, California
• 1993 Business Owners Financial Game Plan Bakersfield, Calif.
• 1994 Charitable Planning as a Financial Strategy W.L.A Calif.
• 1995 Gifting as Your Estate Tax Solution St. Louis, Missouri
• 1996 How to Use Your Worst Assets to Pay Your Estate TaxesCa.
• 1997 MDRT Sales Forum SFVLUA
• 1998 Family Wealth Counseling SFVLUA
• 1999 Strategic Alliances for the Financial Professional Tucson, AZ
• 1999 Strategic Alliances for the Financial Professional L.A Calif.
• 1999 The OPID Strategy in Estate Planning Chicago, Illinois
• 2000 Strategic Alliances for the Financial Professional L A. Calif.
• 2000 Strategic Alliances for the Financial Professional California
• 2001 Working With CPAs and Attorneys Long Beach, California
• 2001 CPAs and Attorneys – Financial Plan for Your ClientsL.A. CA
• 2001 Leveraging Your Estate Planning Century City, California
• 2001 Yr End Income Tax Planning for the Wealthy L. A., California
• 2002 Strategic Partnerships with CPAs/ Law Firms Dallas, Texas
• 2002 Strategic Partnerships with CPA /Law Firms L.A, California
• 2003 Great Marketing Ideas Las Vegas, Nevada
• 2004 Strategic Relationships Really Work Boca Raton, Florida
• 2005 45 Great Marketing Ideas Scottsdale, Arizona
• 2005 Conversations With Top Producers- New Orleans, Louisiana
• 2005 Strategic Alliances, What Works and What Doesnt Chi, Ill.
• 2006 The Fast and the Furious, Boca Raton, Florida
• 2006 Pyramids of Selling Success, Newport Beach, Calif.
• 2006 Will the Professionals Work With You? LIMRA – Chicago, Ill.
• 2006 Pyramids of Successful Strategic Alliances, San Diego, Calif.
• 2007 Maximizing Retirement Benefits – Las Vegas, Calif.
• 2007 Zero Estate Tax Planning – Salt Lake City, Utah.
• 2007 Will Professional Advisors Work With You? – San Francisco,
• 2007 Maximizing Retirement Benefits San Diego, Calif.
• 2008 Working With vs Against Professional Advisors Dallas Tx.
• 2008 Best Practices San Diego, Calif.
• 2008 Insurance as a Separate Asset Class San Francisco, Calif.

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Art Sobczak
Laureate in Wealth Strategies Graduate

Director, The Insurance Design Group
Ownership Advisors, Inc.
6100 Oak Tree Blvd., South, Suite 420
Park Center Plaza I
Cleveland, OH 44131
PHONE: 216-328-5538
FAX: 216-328-5531
Email: [email protected]
Website: www.ownershipadvisors.com

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Laura Stansberry
Laureate in Wealth Strategies Graduate

Senior Vice President, Wealth Management Specialists
Wells Fargo Private Client Services
4475 Executive Drive, 1st Floor
San Diego, CA 92121
Telephone: (858) 597-4317
Facsimile: (858) 622-6848
Email: [email protected]
Website: www.wellsfargo.com

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Laura Stees, CPA
Laureate in Wealth Strategies Graduate

CPA and Partner
Stees, Walker & Company LLC
16885 Via Del Campo Court, Suite 100
San Diego, CA 92127
Phone: 858-487-4580
Fax: 858-487-8033
Email: [email protected]
Website: www.steeswalker.com

Laura Stees is a CPA, Business Strategist and Partner at Stees & Walker LLP, with offices in Rancho Bernardo and San Marcos, CA. She is a member of the American Institute of Certified Public Accountants, the Society of California Accountants and the California Society of Certified Public Accountants in which she serves on the Members Insurance and Benefits Committee. Laura and her firm are members of RAN ONE, the world’s largest international network of independent CPA firms, and are active members in the Chambers of Commerce in San Diego North, San Marcos, Vista and Oceanside.

Laura is also Founder of the Golden Goose Foundation, a graduate of the Poway Community Leadership Institute, Treasurer of the Blue Sky Community Foundation in Poway and a member Rancho Bernardo Sunrise Rotary Club.

At Cobb, Stees & Company, LLP, we strive to bring you a full range of accounting and business management services. In addition to theoretical training, I have hands-on, real- world experience in almost every aspect of my field – both as a CPA and as an accountant in the private sector. I focus on helping businesses reach their highest profit potential through tax minimization, retirement and succession planning, profitability analysis, using key performance indicators, clear explanations of financial statements and assistance with loan packages and budgeting. I have a personal passion for real estate investments and as both an investor myself and as a CPA, I enjoy helping fellow investors achieve their fullest investment potential and goals. These are just some of the ways we help clients gain control and direction I their business and personal financial matters. The list goes on, but the bottom line is, we give you the services you need to chart your course for financial success.

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Joseph J. Strazzeri
Laureate in Wealth Strategies Graduate

Laureate Circle
Attorney, Principal
The Law Firm of Strazzeri Mancini LLP
10251 Vista Sorrento Parkway, Suite 250
San Diego, CA 92121
Telephone: (858) 200-1900
Facsimile: (858) 200-1920
Email: [email protected]
Website: www.strazzerimancini.com

Professional Background & Personal Information

Professional Accreditation
Admitted to the California State Bar. Courts Admitted to: California Supreme Court United States District Court, Southern District of California.

Education
J.D., Western State University, San Diego, CA Undergraduate Study in Civil Engineering, Business Administration and Architecture at, respectively, Loyola Marymount University, Los Angeles, CA University of San Diego, San Diego, CA and New School of Architecture, San Diego, CA. A Fellow at the Esperti Peterson Institute, a Laureate in Wealth Strategies at the Laureate Center for Wealth Advisors, and a Fellow at the Southern California Institute.

Memberships
Wealth Counsel American Bar Association California State Bar Association San Diego County Bar Association Consumer Attorneys of San Diego Estate Planning, Trust & Probate Section of San Diego County Bar Association Planned Giving Round Table of San Diego National Committee on Planned Giving and Associate of the Offshore Institute.

Positions
Principal and Founder, Strazzeri Mancini LLP, practicing in Estate Planning, Business Succession, Charitable Planning, Asset Protection and Retirement Issues Former Partner, Law Office of N. Munro Merrick Principal of The Founders Group, a Business Strategies Collaborative, Former Mediator for ARBITRATIONWORKS (A.W.), a California Dispute Resolution Corporation Level II Arbitrator for State of California, Department of Consumer Affairs, Contractor State License Board through A.W., Chair for the Sharp Healthcare Foundation Board of Directors. California B-licensed General Contractor and Real Estate Developer.

Educator
Approved provider for Continuing Education through the State of California Department of Insurance. Speaker for Continuing Education for financial professionals including Certified Public Accountants, Attorneys, Fiduciaries, and Financial Planners. Former Adjunct Faculty Member of the Estate and Wealth Strategies Institute at Michigan State University. Fellow at the Southern California Institute. Instructor for Estate and Trust Education Resources & Exam Prep Course for the State Bar of California Certified Specialist Exam in Estate Planning, Trust and Probate Law.

Books:

• Co-author, “Generations & Planning Your Legacy,” 1999
• Co-author, “Strictly Business – Planning Strategies for Privately Owned Businesses,” 2002
• Co-author, “Giving – Philanthropy for Everyone.”
• Co-author, “For California Doctors – A Guide to Asset Protection, Tax and Estate Planning,” 2009
• Co-author, “Business Succession Planning – Strategies for California Estate Planners and Business Attorneys,” CEB 2010
• 2002 Course Manuals for State of California Department of Insurance for approved Continuing Education: Trust Fiduciaries Basic Estate Planning Family Limited Partnerships Advanced Estate Planning, Charitable Remainder Trusts and Asset Protection – Offshore Planning.
• Course materials on Irrevocable Life Insurance Trusts for the Academy of Multidisciplinary Practice, accredited by the Estate and Wealth Strategies Institute at Michigan State University.

Community Service
Former and/or present member, Board of Directors for Charities such as: The Coming Together Foundation Army-Navy Academy ANA Alumni Association and Sharp Healthcare Foundation.

Personal
Joseph has structured his practice to allow him and his wife Antonietta to enjoy time with their family and to be active in their community.

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Kevin J. Sullivan, Esq.
Laureate in Wealth Strategies Graduate

Baxter, Bruce & Sullivan
9309 Glacier Highway, Suite A-201
Juneau, AK 99803
Telephone: 907-789-3166
Email: [email protected]
Website: www.baxterbrucelaw.com

Professional Accreditation

• Admitted to the Alaska Supreme Court, United States District Court, District of Alaska

Education

• Seattle University School of Law (Juris Doctorate, 1993)
• California State University at Chico (Business Administration with concentrations in Finance and Management, second major in Economics, 1981)

Memberships

• Juneau Bar Association; Alaska Bar Association (Estate Planning and Probate Section)
• Southeast Alaska Estate Planning Council
• Wealth Counsel (Association of Estate Planning Attorneys and Financial Professionals)
• National Network of Estate Planning Attorneys (1996 – 2006)

Positions

• Shareholder of Baxter Bruce & Sullivan, P.C. – Estate Planning, Planning for Affluent Families, Trustee Services for Alaska Trusts, Business Entities, Real Estate, and Registered Agent Services
• Alaska State Legislature, Staff to the Senate Judiciary Committee
• First National Bank Alaska, Branch Manager, Assistant Vice President of Commercial Lending

Educator

• Southern California Institute, California Forum For Independent Collaborative Advisors Presenter – Realities and Benefits of Using Alaska Trusts
• AARP Alaska television Presenter – Estate Planning
• Presenter to financial advisors, union organizations and community members – Estate Planning, Wealth Transfer, and Asset Protection

Community Service
Former and/or present member: Bartlett Regional Hospital – Director and Finance Committee Chairman; Glacier Valley Rotary Club – Director; Catholic Community Services – Director; Juneau Chamber of Commerce – Director, Beans Cafe & Outreach Center – Director; Juneau and Douglas Volunteer Fire Departments

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Ty Summerlin, CFP
Advanced Wealth Strategies Graduate

HoyleCohen, LLCFinancial Designs, Ltd.
9350 Waxie Way, Suite 500
San Diego, CA 92123
Telephone: (858) 576-7300
Website: www.hoylecohen.com
Email: [email protected]

Ty Summerlin, CFP® is a Senior Wealth Advisor with over twenty years of experience advising sophisticated clients with complex financial needs, including CEOs, private equity partners, successful entrepreneurs, and doctors.  Ty has extensive expertise in the areas of client development, investment management, estate and tax planning, stock option strategies, employee benefit analysis, and retirement planning.

Before joining HoyleCohen, Ty directed teams of financial advisors and top-tier tax professionals as Director of Financial Planning with New York-based Joel Isaacson & Co., LLC, a Focus Financial Partner ranked as one of the nation’s top wealth advisors by Worth Magazine and Barron’s.  Prior to his role with Joel Isaacson & Co., LLC, Ty was a financial advisor for ING Advisors, Inc. and UBS Painewebber, Inc.

Ty has always taken the viewpoint that his relationship with his clients is as unique as they are. His clients’ busy lives demand complete integration of all the moving pieces in their financial world, as well as its thoughtful management and oversight. His in-depth collaborative approach toward matching their tax, investment and estate plans to their unique values & goals adds an additional layer of insight and global service that his clients have come to expect and rely upon.

In addition to Ty’s impressive background in the financial services industry, he shares the entrepreneurial spirit and passion like so many of his clients. As a military spouse and active volunteer with several adaptive sports and wounded veteran organizations, Ty discovered a great intersection between his personal passion for strength & conditioning and helping adaptive athletes. In 2014, he founded Adaptive Performance Systems, an organization dedicated to maximizing the overall physical and mental wellness of amputees and wheelchair athletes.

Ty graduated with a B.S. in Business Administration (Finance) from New York Institute of Technology and remains an avid volunteer with several wounded veteran organizations.

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Lizette B. Sundvick, Esq.
Laureate in Wealth Strategies Graduate

Sundvick Legacy Center
871 Coronado Center Drive, Suite 200
Henderson, NV 89502
Telephone: 702 384-3767
Email: [email protected]
Website: www.sundvicklegacycenter.com

Attorney Lizette Sundvick’s practice focuses on helping families enhance their lives today and secure their futures tomorrow. She excels in guiding her clients through the often confusing maze of tax, financial and legal decisions to create plans that ensure the well-being of their families and the accomplishment of cherished family goals. Her considerable legal expertise includes estate planning, wealth preservation, values-based planning and asset protection for those concerned about their families, Seniors, Business Owners, Real Estate Investors and Professionals as well as planning strategies for unmarried couples and divorced individuals.

Lizette graduated from Rutgers University in 1990 and obtained her Juris Doctor from California Western School of Law in 1993. Lizette is President of the Law Office of Lizette B. Sundvick, PC dba Sundvick Legacy Center, founded in 1995. Her practice is limited to Life, Business & Estate Planning matters. With an Integrated Life Planning Process, Lizette teams together with CPAs and Financial Planners to focus on the healthy transition of family wealth and to help families prosper, protect and preserve their assets and values.

Her legal experience includes business entity formations, planning and consulting; estate planning, including trusts, wills and powers of attorney, advanced estate planning and asset protection for high networth families, professionals, real estate developers/investors, business owners and seniors (including Medicaid Planning); probate, guardianship and family law.

Lizette’s training after law school has been with the National Network of Estate Planning Attorneys, Wealthcounsel, LLC and the Laureate Program for Wealth Advisors. Lizette is a founding member of the Nevada Wealth Counsel Forum and was President from 2009 to 2012. She is committed to engage in an ongoing educational process and provide leadership in well tested estate planning techniques to assist families with their foundational estate plans as well as advanced wealth preservation planning. Lizette’s team provides a personal touch with concern, commitment and competency. Lizette has concentrated her practice on the Trusts and Estates area because she is passionate about helping families create happy and secure futures. She also enjoys public speaking and educating private groups and local professional organizations in her community.

Ms. Sundvick’s other associations include the Trust and Wills sections of the NV State Bar Assoc., the Clark County Bar Association, NAIFA; the Women’s Leadership Council of the United Way of Southern Nevada; and Green Valley Baptist Church.

“Our firm is dedicated to giving our clients peace of mind by providing quality Life, Business, Estate Planning & Wealth Preservation services with integrity and a commitment to excellence.”

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Jeffrey Sydney
Laureate in Wealth Strategies Graduate

Attorney
Sydney Law Firm
5950 Canoga Ave. Suite 240
Woodland Hills, CA 91367
Telephone: (818) 594-0500
Email: [email protected]
Website: http://www.sydneyestatelaw.com/about.html

Jeffrey M. Sydney, Estate Planning AttorneyJeff has been an attorney in California for more than 30 years. He is a Certified Specialist in Estate Planning, Trust and Probate Law, Certified by the State Bar of California. This means Jeff has passed a rigorous written examination; satisfied requirements for extensive experience in these practice areas; fulfilled ongoing educational requirements; and received favorable reviews from other attorneys and judges familiar with his work.

Jeff’s educational background includes a Juris Doctor (JD) degree from Stanford University Law School, a Master of Business Administration (MBA) degree from the University of Southern California and a Bachelor of Arts (BA) degree from Columbia University. He is a member of WealthCounsel, the WealthCounsel Advisors Forum and the National Academy of Elder Law Attorneys.

Jeff’s decision to focus on Estate Planning and Elder Law was initially based on experiencing firsthand how Elder Law and estate issues impacted his own family. This commitment has been constantly reinforced over the years by the satisfaction of working closely with individuals and families and helping them successfully address these issues for themselves and loved ones.

Jeff takes a very personal approach to the practice of law. He devotes a significant portion of every initial consultation to asking the kinds of questions that enable him to get to know you and your family. What are your greatest concerns? Your short and long-term goals? Your hopes and dreams for the future? Your values? Only when Jeff has a thorough understanding of these and other issues that matter to you most will he work with you to design a customized plan tailored to your specific situation. Experience has taught him that this kind of approach is the only way to create truly effective plans – ones that go well beyond simply minimizing taxes and avoiding probate.

Jeff is a longtime resident of the West San Fernando Valley. Jeff is married. He has two children. Jeff’s hobbies include flying (as a licensed private pilot), model railroading, and attempting to master the impossible game of golf.

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Taiya Thompson, CFP®
Laureate in Wealth Strategies Graduate

Gentry Wealth Management
410 South Rampart Blvd., Ste 390
Las Vegas, NV 89145
Telephone: 877 503-8007
Email: [email protected]
Website: www.gentrywealthmanagement.com

Taiya Thompson is a Certified Financial Planner bringing more than 16 years of industry experience to Gentry Wealth Management. Mrs. Thompson navigates affluent individuals, families and business owners through the planning process to create a wealth strategies plan that addresses investment strategy and portfolio management, risk management, assuring lifestyle and income streams, income tax and estate tax reduction, succession and exit planning for business owners, special needs planning and the many facets of estate and philanthropic planning. Mrs. Thompson believes in the concept of collaboration and holistic planning to bring order and peace of mind to her clients affairs so they are free to focus on what is important to them, their families and communities.

Prior to joining Gentry, Mrs. Thompson spent 14 years with Fidelity Investments. During her tenure she worked in Utah, California and Nevada. Most recently she worked with Fidelity’s Private Client Group serving as the Vice President and Senior Account Executive where she managed and planned for more than 500 clients with a combined net worth in excess of $1 billion. Mrs. Thompson started in the banking industry prior to her tenure at Fidelity.

Mrs. Thompson studied Business Finance at California State University at Northridge. She is an active member of the Financial Planning Association and National Organization of Women Business Owners. Her and her husband, Jimmy, have two children, Kasia and Kian who is with Down syndrome. Mrs. Thompson sits on the board of the Down Syndrome Organization of Southern Nevada serving as Treasurer and volunteers with several other community organizations. Outside of work, she enjoys traveling to music festivals, vacationing with the family, being a pageant mom and road biking.

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Louis Tommasino
Laureate in Wealth Strategies Graduate

CEO, CPA, APC
Louis Tommasino CPAs
6265 Greenwich Drive Suite 210 San Diego CA 92122
Telephone: (858) 623-0336, extention:25
Email: [email protected]
Website: www.tommasino-cpa.com

Louis Tommasino has extensive experience in tax services, auditing and financial consulting, including business planning and management services. Since 1996, he has grown his practice to nine employees with over 500 clients providing results-oriented tax, business management and accounting services for small businesses, non-profit organizations, trusts, estates and individuals.

His accounting experiences encompass a broad range of industries including: the biotech industry, entertainment, restaurants, real estate, medical offices, contractors, retailers, medical supplies, and non-profit organizations.

Mr. Tommasino has worked with several start-up companies in Arizona and California. He has used his expertise to consult development-stage companies in the following industries: historic renovation, action clothes, kiosk technology, and the biotech industry.

While helping clients add value to their businesses is Mr. Tommasino prime objective, he has a special place in his heart for those of Italian heritage. He helps Italian-speaking clients negotiate contracts and learn about U.S. business practices using his working knowledge of the language.

Mr. Tommasino graduated with a Bachelor of Science in Business Administration from Arizona State University, which is consistently rated in the top 20 U.S. schools of Accountancy. After several years working in the court system as a probation officer, in government as a controller, and in a large accounting firm as an auditing manager. In 1996 he brought his family to San Diego to start his practice offering personalized service to businesses and individuals.

He and his company have donated time and resources to local schools and non-profit organizations in Arizona and California.

His interests include coaching and playing soccer. He’s involved in many community and professional events and is an active member of several civic and church organizations.

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Robert D. Vale
Laureate in Wealth Strategies Graduate

McDowall & Cotter, APC
Attorneys at Law
2070 Pioneer Court
San Mateo, CA 94403
Telephone: 650 572-7933
Email: [email protected]
Website: www.mcdlawyers.net

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Steve Vardsveen
Laureate in Wealth Strategies Graduate

The Hartford
Senior Account Executive
605 Highway 169 N Suite 350
Plymouth, MN 55441
Telephone: 952 656-6704
Email: [email protected]
Website: www.hartfordlife.com

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Kimberly Vawter
Laureate in Wealth Strategies Graduate

Attorney and Counselor at Law
The Law Firm of Strazzeri Mancini LLP
3636 Nobel Drive, Suite 450
San Diego, CA 92122
Telephone: (858) 200-1900
Facsimile: (858) 200-1920
Email: [email protected]
Website: www.strazzerimancini.com

Bar Membership
California Bar, 1989; Washington Bar, 1991

Education
University of California, Hastings College of the Law
San Francisco, CA
J.D. 1989

University of California, Berkeley
Bachelor of Arts, July 1984;
Honor Student’s Society

Position
Attorney, Law Firm of Strazzeri Mancini LLP

Kimberly is currently the Managing Attorney for the FamilyCare Estate Succession department. Kimberly manages trust administration and probate cases through the FamilyCare Estate Succession Process, as well as assisting in the Wealth Strategies Planning Department.

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Maureen Verduyn
Laureate in Wealth Strategies Graduate

The Financial Team
6005 Hidden Valley Rd., Suite 105
Carlsbad, CA 92011-4223
Telephone: 760 448-2882
Email: [email protected]
Website: www.financialteam.net

Ms. Verduyn has been dedicated to the study and advancement of personal finance since 1981. Her method of coaching addresses both the financial as well as the emotional concerns of each investor. She helps you evaluate your situation and then sets a course just right for you. The analysis uncovers the facts of your situation and then her coaching provides a realistic means for you to achieve your goals.

Maureen has concentrated on the area of portfolio management and teaches this and other advanced financial subjects to investors, as well as to other professionals through programs at the Southern California Institute.

Maureen and her husband Kevin, along with their boxer-mix Gracie, live in Carlsbad and have been members of the community since 1985.

• Masters of Education, University of San Diego, Cum Laude, Finance, 1996
• BS, University of North Carolina, Magna Cum Laude, 1992
• Certified Financial Planner^™, College for Financial Planning, 1987
• California Real Estate Agent

Maureen is an active Member of the Financial Planning Association; Former Adjunct Faculty Member of the College for Financial Planning; Fellow of The Southern California Institute in La Jolla, CA; and Member of the Fellowship of Graduate Estate Planning Consultants.

Profile coming soon!

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Gary Ward
Laureate in Wealth Strategies Graduate

Profile coming soon!

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Christine Weiner
Laureate in Wealth Strategies Graduate

Christine C. Weiner
A Professional Law Corporation
74-900 Highway 111
Suite 214
Indian Wells, CA 92210
Telephone: 760 341-4500
Facsimilie: 760-341-4569
Email: [email protected]
Website: www.estatetrustlawyer.com

Attorney Christine C. Weiner provides comprehensive, highly personalized estate planning counsel to couples, families, individuals and businesses. As the firm’s founder, Christine upholds the highest standard of client services, scholarship and accessibility. She listens closely to her clients’ goals, dreams and concerns, and then works with her clients to develop superior individualized plans. Christine is committed to helping her clients understand that the foundation of estate planning is not just saving tax dollars, but also appreciating the value of planning for themselves and their loved ones, in order to Leave a Lasting Legacy®.

Experience
A respected teacher and lecturer, Christine serves as counsel to accountants, lawyers, financial planners, insurance professionals, charitable organizations and the public. Christine has spoken to groups at such varied locations as art galleries; public libraries; hotels, resorts; and at lawyer functions, such as bar association groups and continuing education events.

Memberships
Christine is a charter member of WealthCousel, a prestigious group of nationally recognized estate planning professionals. Christine is a Member of Orange County Partnership for Philanthropic Planning and Desert Estate Planning Council. Christine serves on Advisory Boards to national and local charities, including Desert Communities California State University campus, College of the Desert and The Community Foundation. Christine is a member of Muses 100, a women’s support group for the local McCallum Theatre, Palm Desert, California.

Education
Christine is a graduate of Western State University, College of Law, where she was selected Editor-in-Chief of Law Review, graduated Summa Cum Laude and, as Salutatorian, ranked number two of her law school class. Prior to receiving her law degree, Christine earned her Master of Arts in International Affairs from George Washington University, Washington, D.C., coupled with a Bachelor of Arts degree in Political Science from Washington State University, Magna Cum Laude and Phi Beta Kappa. After receiving her Master of Arts degree, Christine served as a civilian employee in the United States Department of State foreign aid program for a three-year term in Washington, D.C. She also served as a Foreign Relations Officer in the India Desk Office, and as a Management Intern in the Vietnam Refugee Bureau program.

Christine has been certified as a Legal Specialist in the field of Estate Planning, Trust and Probate law by the California State Bar, Board of Legal Specialization. This means she has passed a rigorous written examination; satisfied requirements for extensive experience in these practice areas; fulfilled ongoing educational requirements; and received favorable reviews from other attorneys and judges familiar with her work. Christine is licensed to practice law in all the Courts of California, The California Supreme Court, and the Federal District Court.

Christine’s educational background, advanced training and 20-plus years of experience make her eminently qualified to design a comprehensive estate plan that protects you, your family, your business and your legacy.

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Danniel J. Wexler
Laureate in Wealth Strategies Graduate

Attorney at Law
Quinlivan Wexler LLP
6 Hutton Centre Dr
Santa Ana CA 92707-5733
Telephone: (714) 241-1919
Facsimile: (714) 241-1199
Email: [email protected]
Website: www.qwllp.com

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Brad Wiewel
Laureate in Wealth Strategies Graduate

Profile coming soon!

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Charles Wold
Laureate in Wealth Strategies Graduate

The Hartford
PWMIC
2 North LaSalle Street Suite 2600
Chicago, IL 60602
Telephone: 312 384-7724
Email: [email protected]
Website: www.hartfordlife.com

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William Wood, Jr.
Laureate in Wealth Strategies Graduate

Wood Financial Planners
331 Avenida La Cuesta
San Marcos, CA 92078
Telephone: (760) 761-0299
Facsimile: (760) 761-0179
Website: http://williamwoodcfp.net

Being in control of your personal affairs takes as much forethought and effort as does having a successful career. You need an Financial Planner with the integrity to place you and your family first and the experience to deliver the results you need.

Education: Bachelors of Business Administration in Economics and Marketing, Gonzaga University, Spokane, Washington Certified Financial Planner, College of Financial Planning, Denver Colorado Retirement Planning Consultant, AG Edwards Estate and Trust Services Consultant, AG Edwards Accredited Asset Management Specialist, College of Financial Planning, Denver, Colorado Fellow of the Life Management Institute, Life Office Management Association, Atlanta, Georgia.

Member: Financial Planners Association

Positions: Principal and Founder of Wood Financial Planners Financial Consultant Merrill Lynch Financial Consultant AG Edwards CEO for two financial institutions Consultant for Land Development Founder and Principal of Cascade Financial Management, Inc. Commercial Lender and Banking Manager/Officer.

Community Service: Director, Board of Directors San Marcos Chamber of Commerce, President Rotary Club of San Marcos Director, Board of Directors Boys and Girls Club of San Marcos.

Personal: William and his wife Nancy are both active in their community, participating in a number of charitable and community service organizations. They enjoy time with friends and family. William is particularly proud of his work in Rotary supporting our Marines and Sailors. A Vietnam War Veteran, William served in the Americal Division as a Captain.

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The Laureate Center for Wealth Advisors provides cutting edge training from industry leaders in advanced wealth, business, estate, and income tax planning.