Haughton, David
David brings estate planning insight from roles inside the legal, financial, and tech industries. Before his role as VP of Estate Planning at Carson, he was Senior Corporate Counsel at Wealth.com, and Team Lead, Advanced Planning at Commonwealth Financial Network®, Member FINRA/SIPC. Before that, he was in private practice as an estate planning attorney. A […]
Cain, Steve
Steve Cain is a Director and the Chief Sales Officer at LTCI Partners. He leads the firm’s sales & business development efforts nationally. His focus is revenue growth – whether it’s coming from existing client relationships to the acquisition of new institutional and group accounts. Steve has 20+ years in the Insurance & Financial Services […]
Barr, Lisa
Lisa Barr, CAP® is Vice President, Development, West at National Philanthropic Trust (NPT). NPT is the largest independent provider of donor-advised funds, and its mission is to provide philanthropic expertise to donors, foundations, and financial institutions, enabling them to realize their philanthropic aspirations. Lisa is based in the San Francisco Bay Area and leads a […]
Pon, Lawrence
Mr. Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA. Mr. Pon has been in practice since 1986 and speaks regularly nationwide on tax planning and financial planning topics to tax professionals and financial advisors. Mr. Pon […]
Collar, Patrick
As a Partner and Consultant, it is my role to educate clients, prospective clients, Financial Advisors, CPA’s, EA’s and accountants on how qualified retirement plans work. The ins and outs of plan operation can be very complex and confusing; hence it is my personal objective to make sure that I communicate the internal workings of […]
Trouette, Brian
Brian founded Trouette Insurance Agency in 1998 with a mission of providing a disciplined, analytical approach to insurance for high-net-worth individuals and families. Brian’s specialty is providing detailed analyses to fully understand clients’ coverage needs. Careful analysis of the client’s risk profile and the specific language of policies can make the difference between being covered […]
Kallsen, Terri
Terri Kallsen is an accomplished wealth management executive known for leading strategic initiatives. As Head of Partnerships at Rise Growth, she leads enterprise transformation, strategic planning, organic growth initiatives, client experience and platform. She collaborates with RIA leaders as for succession planning options and valuation. She previously was Chief Operating Officer at WEG, she led […]
Kupfer, Corey
Corey Kupfer is an expert strategist, negotiator, and dealmaker with more than 35 years of professional deal-making and negotiating experience as a successful entrepreneur, attorney, consultant, author, and professional speaker. He is the founder and principal of Kupfer., PLLC, a leading corporate and deal law firm, which has handled hundreds of advisor transitions to independence […]
Frazier, Brendan
Brendan Frazier is the Chief Behavioral Officer at RFG, the host of The Human Side of Money podcast, and a nationally-recognized voice on behavioral finance. After starting his career as a consultant to financial advisors around the country, he started his own advisory business and was twice named one of Investopedia’s Top 100 Financial Advisors […]
McClanahan, Carolyn
Dr. Carolyn McClanahan is the founder of Life Planning Partners, Inc. She began her career as a physician practicing Family Medicine and Emergency Medicine. In 2000, Carolyn and her husband searched for a financial planner. Because most were mainly interested in managing their portfolio and not in providing the advice, she enrolled in the CFP® […]