Blog Archives

Marilyn Suey

Address: 6680 Sierra Lane Dublin, OH 94568 Phone: (925) 803-1880 E:mail: msuey@diamondgroup.net Bio: Marilyn Suey Marilyn is a business consultant and provides coaching for her planning clients. In addition, she uses her business and personal experience to provide the best ideas for charities and their donors on all facets of charitable gifting and retirement planning.

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Sal Salvo

Address: 4 Campus Drive; 2nd Floor Parsippany, NJ 07054 Phone: (973) 285-3580 E:mail: ssalvo@sfr1.com Bio: Sal Salvo Education: Fairleigh Dickinson University Specialization: Investment Strategies Family Wealth Counseling Estate Planning Financial and Retirement Planning Insurance Structuring Business Experience: Co-founder, Principle and Senior Partner/Owner, Summit Financial Resources, Inc. Co-Founder of The Institute for Family Wealth Counseling, think

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Rodney Piercey

Address: 1000 Hart Road; Suite 300 Barrington, IL 60010 Phone: (224) 848-4644 E:mail: Rodney_donor_motivation@pierceyassociates.com Bio: Rodney Piercey Offering objective, comprehensive legal solutions to provide protect, preserve, and prepare, the team at Piercey & Associates, Ltd. eliminates creditor sources, significant taxes, and expenses for private clients in the context of their unique financial fingerprint. Through a

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Dan Wachs

Address: 141 West Jackson Blvd. Suite 1340A Chicago, IL 60604 Phone: (312) 264-4345 E:mail: DWachs@WachsFinancialGroup.com Bio: Dan Wachs Daniel was born and raised in Milwaukee, WI. He graduated from the University of Wisconsin, Milwaukee with a degree in Business, Marketing. Daniel is the founder of Perpetual Wealth Management, LLC and Your Life Dash, LLC with

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Mike Skrpnek

Address: 500 4th Ave. S.W. Suite 1100 Calgary, AB T2P 2V6 Phone: (403) 695-1412 E:mail: mike.skrypnek@richardsongmp.com Bio: Mike Skrpnek Mike Skrpnek, author of “Philanthropy; an inspired Process”, is an expert in guiding families in their personal journey to realize a bigger impact in their lifetimes and beyond. Through his INSPIRED Process™, estate and legacy planning

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Dennis Branconier

Address: 21515 Hawthorne Blvd.,Suite 500Torrance, CA 90503 Phone: 310-530-5525 x129 E:mail: dennis@madvisory.com Bio: Dennis Branconier Dennis Branconier is a financial educator, consultant and speaker on family wealth succession planning based in Torrance, California. For over 23 years he has advised individuals and families in achieving clarity of purpose, tax-wise wealth preservation and transfer, and charitable

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Bill Eckert

Address:4000 W. 114th Street, Suite 180 Leawood, KS 66211 Phone: (913) 322-9177 E:mail: beckert@htk.com Bio: Bill Eckert is a well-known financial educator in Kansas City. Since 1987, Bill has counseled over 1,000 families on advanced strategies to help increase their incomes and reduce their taxes. In many cases, families have completely eliminated estate taxes. Bill

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Scott Keffer

Address: 2535 Washington Road, Suite 1120, Pittsburgh, PA 15241 Phone: (412) 854-7860 E:mail: scott@scottkeffer.com Bio: Scott Keffer is an internationally recognized financial educator, speaker and lecturer, whom you may have seen interviewed by Bill Flanagan on KDKA TV’s Sunday Business Page, WPXI TV’s Region’s Business and on Eleanor Schano’s AgeWise program on PBS. Keffer is

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Joseph F Bert

Address:1111 Douglas Avenue Altamonte Springs, Florida 32714 Phone: (407) 869-9800 E:mail: Joe@FinancialGroup Bio: Joseph F. Bert, who has been in the financial planning profession since 1975, is a CERTIFIED FINANCIAL PLANNER TM practitioner and a member of the Financial Planning Association. As a graduate of the ACCREDITED INVESTMENT FIDUCIARY ™ program, Mr. Bert is specially

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Cynthia Conger

Address:2300 Andover Court Suite 560 Little Rock, AR 72227 Phone: 501-374-1174 E:mail: cindy@cindyconger.com Bio: Business Background President, Cynthia L. Conger, CPA, PA, 1989-present (practiced as a sole proprietor from 11/81 to 2/89); President, The Arkansas Financial Group, Inc., 1985-2005; General Securities Registered Representative, Keogler, Morgan & Co., 1988-1991; General Securities Representative, FSC Securities Corporation, 1985-1988.

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