Blog Archives

Byron Ellis

Address:1450 Lake Robbins Drive Suite 100 The Woodlands, TX 77380 Phone: (281) 367.8658 E:mail: byron.w.ellis@ampf.com Bio: Byron Ellis is a well-known financial educator in The Woodlands. Over two thousand retirees have attended his presentations on investing safely and reducing taxes. For 20 years Mr. Ellis has directly counseled over 500 investors on preserving their assets

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Michael Glowacki

Address:11400 West Olympic Boulevard, Suite 1500 Los Angeles, CA 90064 Phone: (310) 473-0100 E:mail: mg@glowackigroup.com Bio: Michael Glowacki is a nationally recognized financial educator and speaker. He is a contributing author of the new book, The Complete Guide to Estate and Financial Planning in Turbulent Times. Michael has been quoted in The Los Angeles Times,

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Scott Iles

Address:100 Great Meadow Road Suite 106, Wethersfield, CT 06109 Phone: (860) 258-2600 E:mail: siles@kellyfg.com Bio: Scott Iles has counseled hundreds of individuals and families on minimizing taxes, preserving savings, increasing net worth, pursuing their life visions and discovering tax-efficient solutions that can possibly help them retain more assets. An experienced financial educator and lecturer, Scott

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John Jenkins

Address:3636 Noble Drive, Suite 440 San Diego, CA 92122 Phone: (858) 455-1825 E:mail: johnjenkins@asset-preservation.com Bio: A third generation San Diego native, John L. Jenkins has been a financial professional since 1982. Although he originally studied to be a school teacher, he quickly found his calling in educating people for financial well-being and helping them achieve

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Rich O’Connor

Address:1813 Stonepine Bay Hudson, WI 54016 Phone: (612) 590-1147 E:mail: rmoconnor1@comcast.net Bio: Rich O’Connor is a Certified Financial Planner with Advisornet Financial. He has been involved in the Financial Industry for over 25 years, with his focus being on retirement and estate planning. His background includes Minnesota State Pension Plans, Institutional Retirement Plans, individual estate

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Pat Renn

Address:3205 Paces Ferry Place, NW Atlanta, GA 30305 Phone: (404) 467-9882 E:mail: prenn@rennwealth.com Bio: Pat Renn is the founder and president of The Renn Wealth Management Group, Inc. He is a CERTIFIED FINANCIAL PLANNERâ„¢ professional with more than 35 years’ experience in counseling high-net-worth individuals, business owners and professionals regarding their financial affairs. Pat has

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Michael Slaughter

Address:341 North Caswell Road, Charlotte, NC 28204 Phone: (704) 372-5520 E:mail: mike@thecaswellgroup.com Bio: For over 30 years, R. Michael Slaughter’s financial consulting practice has focused on retirement, estate and tax planning strategies. Mike is President of Retirement & Estate Planning Services, Inc. Mike received his Bachelor’s Degree from the University of North Carolina at Chapel

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Keith Thomson

Address:15 York Street, Second Floor, Toronto, Ontario, M5J 0A3 Phone: (416) 681-7152 E:mail: KThomson@stonegatepc.com Bio: Keith Thomson is an internationally recognized financial educator, radio personality, author, and speaker. He has been featured in a number of publications, including Canadian MoneySaver, CA Magazine and Gift Planning in Canada. His article titles include "Effective Philanthropic Planning –

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