Tad Borek, J.D.
Borek Financial Management
Subjects: Taxes, Compliance, Investing
Tad Borek is an independent registered investment adviser and attorney based in San Francisco. He opened his advisory practice, Borek Financial Management, in 1999, and has been a frequent participant on Financial Planning's discussion boards ever since. His investment approach mixes passively-managed mutual funds with individual "contrarian" stocks, while keeping a close eye on the tax bill. Recently he has been assisting AARP with LifeTuner.org, a personal finance site for young investors.
Mindy is the President and CEO of Diamond Consultants, a nationally recognized boutique firm specializing in placing financial services professionals and connecting industry leaders nationwide. Recognized as one of the industrys most influential thought leaders, Mindy founded the firm in 1997 with a focus on taking a distinctly consultative approach and truly understanding the needs and goals of professionals; always putting their interests first.
Nancy Langdon Jones, MS, CFP®, AEP.
Subjects: Career Development
Nancy is a financial planning consultant in Southern California, where she is active in the San Gabriel Valley Chapter of the Financial Planning Association and the Pomona Valley Estate Planning Council. She has published two books: So You Want to Be a Financial Planner: Your Guide to a New Career in 2001 and So You want to Publish Your Book: Your Guide to Self-Publishing Nonfiction was published in 2009.
Michael E. Kitces, MSFS, MTAX, CFP®, CLU, CHFC, RHU, REBC, CASL,CWPP
Pinnacle Advisory Group
Michael is the Director of Research for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland that oversees approximately $650 million of client assets. in addition, he is the publisher of the e-newsletter the kitces report and the blog nerds eye view through his website kitces.com, dedicated to advancing knowledge in financial planning.
Martin M. Shenkman, CPA, MBA, PFS, JD
Subjects: Estate Planning and Tax Planning
Martin is an attorney in private practice in Paramus, New Jersey and New York City. His practice concentrates on estate and tax planning and estate administration.
Subjects: Marketing and Communications
Marie Swift is president and CEO of Impact Communications, a full-service public relations & marketing communications firm serving a select group of independent financial advisors and allied institutions. Impact Communications has two service lines - one for independent financial advisors and one for the institutions that support them.
Don is the CEO (Chief Ethos Officer) of Strategic Ethos; former Director of the U.S. Coast Guard Academy Institute for Leadership; and, founder of the Foundation for Fiduciary Studies and Fiduciary360. Don has been named by numerous organizations as one of the most influential people in the retirement, financial planning, and investment advisory industries.
Willis Consulting, Inc.
Bill Willis is the President and CEO of Willis Consulting, Inc. Mr. Willis founded the company in 2000 after 25 successful years in the securities industry. Prior to founding Willis Consulting, Mr. Willis served 5 years with Merrill Lynch as a Vice President, Resident Manager in Los Angeles.
- Yes, to Another Wirehouse or Regional Firm.
- Yes, Considering Independence.