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.

Read The Full Article

Posted in Motivation Professionals | Comments Off on Marilyn Suey

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

Read The Full Article

Posted in Motivation Professionals | Comments Off on Sal Salvo

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

Read The Full Article

Posted in Motivation Professionals | Comments Off on Rodney Piercey

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

Read The Full Article

Posted in Motivation Professionals | Comments Off on Dan Wachs

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

Read The Full Article

Posted in Motivation Professionals | Comments Off on Mike Skrpnek

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

Read The Full Article

Posted in Motivation Professionals | Comments Off on Dennis Branconier

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

Read The Full Article

Posted in Motivation Professionals | Comments Off on Bill Eckert

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,

Read The Full Article

Posted in Motivation Professionals | Comments Off on Michael Glowacki

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

Read The Full Article

Posted in Motivation Professionals | Comments Off on Scott Iles

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

Read The Full Article

Posted in Motivation Professionals | Comments Off on John Jenkins