More about InVest: As new digital tools transform wealth management, the industry’s largest players are rushing to adapt to ever-increasing customer expectations, while smaller firms strive to keep pace. Behind the scenes, many are investing more on technology and hiring to drive growth, but margins remain under pressure. In|Vest West is exploring all the dynamics at play — from front to back office — and the technologies that are shaping the future of the firm.
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Joe Maier, JD, CPA, is senior vice president and director of wealth strategy at
Johnson Financial Group , where he specializes in business succession, financial and estate planning, and post-death administration needs.September 30
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Virgil Miller is the president of group and individual benefits at Aflac.
September 30
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Rob Keller is a partner in Washington National Tax, KPMG. He specializes in the taxation of pass-throughs and S corporations and also focuses on tax planning for closely held businesses and their owners. Rob is a frequent lecturer and writer on the taxation of partnerships, S corporations, individuals, trusts and estates.
September 30
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Brad Sprong is the national tax leader for KPMG U.S. Private Enterprise. He has more than 30 years of experience serving clients around the world on their tax needs. He provides services to high net worth, closely held business owners and their enterprises, specifically focused on transition, income tax, transformation to best practices and family-office design.
September 30
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The appointment comes just three months after a marketing backfire pushed her to step down from a similar role at Riskalyze.
September 30
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Yvette was a senior reporter, covering the Midwest. She earned a bachelors in journalism from Columbia College Chicago, began her reporting career at the storied City News Bureau of Chicago, and joined the Bond Buyer in 1997 leading Midwest coverage from her hometown Chicago.
September 30
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Neil Cassidy is a senior editor at American Banker. He joined American Banker in 1999 as a copy editor.
September 30
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Kim Eckelbarger is founder of Tropical Benefits, ARCW Leavitt Insurance, in Tampa, Fla.
September 30
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Dr. Julia Hoffman is head of mental health strategy at Teladoc Health. You can follow Dr. Hoffman on Twitter @juliahoffman.
September 30
