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Brittney Cullen is Vice President of People at Wealth, the company that is demystifying estate planning with modern tools to create, manage and visualize your estate to ensure your family’s financial future.

Dr. David Crabtree grew up in a small mining and farming community in Virginia. He spent many hours shadowing physicians at his local community hospital and witnessed the impact of drugs on his hometown. Dr. Crabtree received an academic scholarship to attend East Tennessee State University, where he graduated summa cum laude and with University Honors. He went on to attend ETSU’s Quillen College of Medicine, a school nationally recognized for rural medicine and primary care training. He also used this time to work in DC on health policy and education issues for U.S. Senator Mark Warner.

After earning his MD with AOA honors, Dr. Crabtree headed west for his residency training at the University of California – San Diego. After completing an internship in UCSD’s Department of Psychiatry, Dr. Crabtree began training in preventive medicine in UCSD’s Department of Family Medicine & Public Health. After residency, Dr. Crabtree completed fellowship training in addiction medicine at the University of Utah.

Dr. Crabtree is board certified in both preventive medicine and addiction medicine and works full time in addiction medicine. Outside of medicine, Dr. Crabtree spends time with friends and his Shiba Inu dog.

Large pockets of the financial planning and wealth management industries have gone back to “business as usual” post-George Floyd.

Retirement plans that shift the approach away from the traditional can reap the rewards, according to experts in an EBRI webinar.

A new study finds that race did not play a significant role in how much consumers trust advisors. But gender was a different story.

The robo is adding repayment help and, eventually, 529 savings plans to its service for employers.

Increasing complexity is making it harder than ever for wealth management firms to protect client data.

Judy Bodenhamer is the managing director of the Client Experience Group and a co-founder of Power Up Professionals. She helps professional services firms with business development, marketing, leadership and team development by coaching and developing professionals to unleash deeper impact, purpose and value in their organizations, both with clients and in the marketplace.

Katie Tolin is president of CPA Growth Guides and a co-founder of Power Up Professionals. She helps firms establish growth strategies; connecting the dots between strategy and actions to boost ROI. As a consultant or fractional chief growth officer, her areas of focus include marketing, business development, product management/innovation and client experience.

A new BNY Mellon survey predicts that even if the returns are lower, the next generation will be more focused on ESG issues, decentralized finance and cryptocurrencies