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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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 PLANNER™ 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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