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Mark Boothe, Scottrade, Inc
Mark Boothe is a regional vice president of business development for Scottrade Advisor Services. His focus is providing custody solutions for existing and start-up advisors that will help them grow, increase client retention, and build a scalable business model. Mark has 18 years of experience in the financial services industry. He graduated from Texas A&M University where he majored in finance and accounting. Mark is married with two children and lives in Dallas, TX.
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Brent Burns, Asset Dedication
Brent Burns is the president of Asset Dedication. He brings more than a decade of financial and investment expertise to his work in applying academic research to the development of practical and innovative portfolio strategies. Brent’s deep background in empirical finance helped form the basis for all of Asset Dedication’s modeling and analysis. His work with Asset Dedication began at the University of San Francisco, where he partnered with co-founder Stephen Huxley as a McLaren Research Fellow to study portfolio performance and the impact of withdrawal rates, inflation, and market conditions. Previously, Brent was an investment advisor for Morgan Stanley in Orinda, California, targeting small business owners. He also ran an independent consulting business for small firms and managed the Family Office for his own family. Brent is the co-author with Stephen Huxley of Asset Dedication: How to Grow Wealthy with the Next Generation of Asset Allocation (McGraw-Hill, 2004). He holds an MBA from the University of San Francisco and is also a former world-class track and field athlete. Brent was a member of the U.S. National Track and Field Team in 1994 and three-time finalist at the U.S. Olympic Trials in the pole vault.
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Natalie Choate, Nutter McClennen & Fish
Natalie Choate is an attorney with the Boston firm of Nutter McClennen & Fish. Her practice is limited to consultations on estate planning for retirement benefits. Her two books, "Life and Death Planning for Retirement Benefits" and "The QPRT Manual," are leading resources for estate planning professionals.
Natalie is a fellow and former regent of the American College of Trust and Estate Counsel and former chairman of its Employee Benefits Committee. She serves as an editorial advisor for Trusts & Estates magazine. Named Estate Planner of the Year by the Boston Estate Planning Council, she is listed in The Best Lawyers in America. The National Association of Estate Planners and Councils has awarded her the Distinguished Accredited Estate Planner designation.
Her articles on estate planning topics have been published in ACTEC Notes, Estate Planning, Trusts & Estates, Tax Practitioners Journal, and Tax Management. Natalie has lectured in 49 states, Canada, Puerto Rico, and the District of Columbia, and has spoken at the Heckerling, Notre Dame, and Southern Federal Tax Institutes, among others. Her comments on estate and retirement planning have been quoted in The Wall Street Journal, Money, The New York Times, Newsweek, Forbes, Financial Planning, and Financial World.
A Boston native, Natalie is a graduate of Radcliffe College and Harvard Law School.
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Frankie Corrado, Blue Blaze Financial Advisors
Frankie Corrado is a partner and co-founder of Blue Blaze Financial Advisors, located in Red Bank, New Jersey. He graduated from Boston College in 2006, where he studied finance and film. Frankie then went to work for the Anderson Tax Group, where he received an education on both the complexities of tax planning and how to deliver top-notch client service. After outgrowing the tax-only world, Frankie pursued a more comprehensive financial focus as a CFP, working alongside his father, Frank. While it may sound cliché, he lives to help others chart their own personal journey and walks alongside them, both through the accomplishments and the failures. Frankie strives to help his clients reach the goals in their lives by combining his technical knowledge of financial planning with his own personal journeys, where concepts such as balance, preparation, and simplicity were integral to his own success. When not in his Red Bank office, you will probably find Frankie somewhere in the woods, either hiking, skiing, or searching for his golf ball.
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Bill Cuthbertson, Fiscalis Advisory
William Cuthbertson began working in the financial planning profession in 1999, founding Fiscalis Advisory in 2003. Here he serves clients as their personal CFO and chief financial advocate.
Bill earned an honors MBA from the George Herbert Walker School of Business and Technology and a graduate certificate in personal financial planning from the University of California at Irvine, becoming a CFP® in 2002. He is also a tax specialist who has been admitted to practice before the IRS and state taxing authorities, a NAPFA-registered financial advisor, a Registered Life Planner® with The Kinder Institute, and a member of the Alliance of Comprehensive Planners, where he previously served on the Board of Directors.
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Doug DeGain, Douglas W. DeGain, CFP
Lifelong Michigan resident Doug DeGain has a talent for money, people, education, income tax preparation, and the ability to value and impart what is really important in each of these areas of opportunity. Doug works with clients in a professional, dedicated, and private home office, providing an atmosphere of informative yet relaxed discussion and decision making. In every one of the challenges that arise in the growth and preservation of personal and retirement savings, there simply is no better cost-effective or ethical way for a financial advisor to work for the client than as a fee-only professional. As the child of a manufacturing business owner in the greater Detroit community, Doug learned the values of hard work and smart money. Now managing four generations of his own family's financial challenges and prosperity, as well treating his clients like family, Doug has gleaned a sensitivity and expertise for every stage of life. Through times of economic growth and recession, the overwhelming majority of his clients arrive through personal referral. Doug is married, the father of three adult children, and a grandfather. He is a founding member of ACP (1995).
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Kathleen Dollard, Nashoba Financial Planning
Kathy Dollard has been in financial planning for 20 years, has run a sole proprietor practice for the last 16 years, and has been an ACP member for the last 10 years. She says that joining ACP was one of the best things she ever did. Within five years of joining, Kathy transitioned a struggling hourly practice to a profitable retainer practice, and currently is not taking on new clients as she “shrinks to retirement” and enjoys working with some really nice clients.
Soon after joining ACP, Kathy built a 15-year bond ladder for her and her husband. She often experimented on herself first, and building that ladder gave her the confidence to do the same for her clients. Only one-third of her clients are retired, but 80% of all clients have a bond ladder. Even Kathy’s youngest clients in their mid-40s have the beginnings of a bond ladder. Most of them are in high-tech or another field where they are either concerned about being laid off in their 50s or they want to retire early. Kathy says she starts building her clients’ bond ladder to provide cash flow for early financial independence as soon as they can roll over old 401ks into an IRA. The only clients that don’t have a bond ladder are those who have all their retirement money in 401ks. She says that bond ladders have helped her clients (and her) face the future with confidence and clarity.
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Rick Ferri, Founder, Portfolio Solutions
Richard (Rick) Ferri is responsible for research and education at Portfolio Solutions and is also a member of the firm’s Investment Committee. Rick has over 25 years of experience in the investment industry, including more than 10 years as a financial consultant at two major Wall Street firms. Rick graduated from the University of Rhode Island with a BS degree in business and Walsh College with an MS degree in finance. He has also earned the Chartered Financial Analyst (CFA) designation. Rick has published extensively, including six books on low-cost investing using index funds and ETFs. His blog is www.RickFerri.com. Prior to entering the financial industry in 1988, Rick was an officer in the Marine Corps, where he flew fighter aircraft.
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Karen Folk, Bluestem Financial Advisors, LLC
Karen Folk founded Folk Financial Planning in Urbana, IL in 1999, shortly after obtaining her CFP® license. She immediately joined ACP and adopted the ACP System. Karen operated as a sole proprietor until January 2009, when she hired Jacob Kuebler, a University of Illinois financial planning program graduate. In July 2011, she sold 50% of Folk Financial Planning to Jacob, now a CFP®, and they formed the new partnership firm of Bluestem Financial Advisors. Bluestem’s strategic goal is to grow into a multi-advisor firm, and the company currently employs two financial analysts on the advisor career track and one client services and operations manager. Bluestem’s mission is to serve as trusted advisors who help ordinary people make smart choices about money. Karen has a PhD in family and consumption economics from the University of Illinois. In her former career, she was involved in consumer education for over 20 years and held positions at Oklahoma State University, the University of Illinois, and the University of Wisconsin. Karen annually teaches a one-week training course in the ACP Advisor Success Program.
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Cliff Goldstein, Partnerships Manager, NerdWallet
Cliff Goldstein leads business development, partnerships, and advisor relations for NerdWallet's Ask an Advisor team. NerdWallet's platform enables financial planners to master online marketing by building their brand, increasing discoverability, and making their voices heard in ways not previously accessible to independent planners.
Prior to joining NerdWallet, Cliff was an investment professional in the Private Wealth Management division at Goldman Sachs. He graduated magna cum laude from Georgetown University's Walsh School of Foreign Service, where he majored in international economics.
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Mary Ann Hamlin, PhD, ABPP, Neuropsychologist
Dr. Mary Ann Hamlin received a PhD in clinical psychology from the University of Detroit in 1982. In conjunction with her doctoral studies, she received a fellowship through the Institute of Gerontology at Wayne State University in Detroit, Michigan, where she studied and completed research in geriatrics (the specific purpose of this fellowship program, sponsored by the federal government, was to encourage research and development in gerontology to meet the expected needs of an older population in the future). Her first paper presentation was at the 34th Annual Scientific Meeting of the Gerontological Society of America in Toronto, Canada, in 1981.
Mary Ann studied neuropsychology at the University of Michigan while working in the Rehabilitation Unit at St. Joseph Hospital in Pontiac, Michigan. For more than three decades, she has specialized in the evaluation and treatment of traumatic brain injury, learning disorders, and dementia. She currently works with physicians and other professionals when a differential diagnosis is needed. For example, are the behavioral changes seen in an older person the result of cognitive decline, depression, substance abuse, or normal aging?
Mary Ann taught middle school and high school mathematics for 10 years. She was an adjunct psychology professor, teaching both undergraduate and graduate students at several colleges and universities.
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Joel Hefner, Vice President, Dimensional Fund Advisors
Joel Hefner is a vice president in Dimensional’s Financial Advisor Services Group and responsible for the relationship with ACP. For 15 years, he spearheaded the firm's extensive financial advisor conference and seminar system. He currently oversees the network of Dimensional's lead advisor study groups while frequently speaking at industry and client events across the country. A former senior manager of a Big Five accounting firm, Joel was also the chief portfolio manager for a large fee-only advisory firm, managing more than $1 billion in client accounts. A CFA charterholder, Joel graduated with a BA in economics and political science from California State University, Chico, and an MA in economics from the University of California, Santa Barbara.
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Robert Hughes, Sernior Research Fellow, American Institute for Economic Research
Robert Hughes joined AIER in 2013 following more than 25 years in economic and financial markets research on Wall Street. Bob was formerly the head of global equity strategy for Brown Brothers Harriman, where he developed equity investment strategies combining top-down macroanalysis with bottom-up fundamentals. Prior to BBH, Bob was a senior equity strategist for State Street Global Markets, senior economic strategist with Prudential Equity Group, and senior economist and financial markets analyst for Citicorp Investment Services. Bob has an MA in economics from Fordham University and a BS in business from Lehigh University.
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Steve Huxley, Asset Dedication, LLC
Stephen J. Huxley, PhD, is a professor of business analytics at the University of San Francisco, where he teaches data analysis, decision modeling, and personal finance. He has received top awards for teaching, research, and service at USF, and published in academic journals and conferences. In 1988, he won The Franz Edelman Award for Achievement in Operations Research and the Management Sciences (highest award given by the profession) for his work in optimal police patrol scheduling systems. He co-authored the book Asset Dedication (McGraw-Hill, 2005), which led to the development of an investment management company by the same name, where he serves as the chief investment strategist.
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Jacob Kuebler, Owner, Bluestem Financial Advisors
Jacob Kuebler is a partner and senior advisor with Bluestem Financial Advisors in Champaign, Illinois. He has a BS in agriculture and consumer economics from the University of Illinois at Urbana-Champaign and an MS in family studies and human services from Kansas State University. Both degrees were concentrated in financial planning. Additionally, he is a Certified Financial Planner® and Enrolled Agent.
Bluestem is the result of a succession plan formed with his partner, Karen Folk. Jake has assumed most duties of day-to-day operations of the business. In addition to working to grow Bluestem through the addition of Gen Y advisors, Jake has focused on acquiring young professional clients.
Jake is very active in promoting fee-only planning as a profession and the interests of the next-generation advisor. He is a member of the Board for ACP and current committee chair for NAPFA Genesis, and he has served on NAPFA’s CEO Search Committee and Compensation Task Force.
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James Lear, Principal, Guideway Financial Sciences
James Lear is a comprehensive, fee-only financial planner and a principal of Guideway Financial, a Registered Investment Advisor firm in Austin, Texas. Guideway is a member of the Alliance of Comprehensive Planners (ACP). Jim is also the owner of a financial software company that offers retirement planning solutions based upon the patented Portfolion® Planning methodology. Jim spent over 15 years as an electrical engineer in the semiconductor industry, during which time he developed optimization algorithms for high-performance circuits. This research dovetailed into his work involving portfolio optimization methods for financial management. He can be reached at jim.lear@portfolionplanning.com.
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Linda Leitz, It's Not Just Money
Linda Y. Leitz, CFP®, EA, CDFA, has been in the financial industry since 1979. She is also enrolled to practice before the Internal Revenue Service and is a Certified Divorce Financial Analyst. Linda is co-owner of It’s Not Just Money and Divorce Solutions. Before becoming a financial planning professional, Linda held several executive positions in the banking industry. She has a bachelor's degree in business administration from Principia College and an MBA from Southern Methodist University, and is a student in the PhD program for personal financial planning at Kansas State University. Linda has been an ACP member since 2000 and has served on numerous committees, worked as a trainer and coach for new members, and spoken at several conferences.
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Jill MacNeil, VP, Low Load Insurance Services, Inc.
As a vice president of the advisor services team at Low Load Insurance Services (LLIS), Jill is the long term care and term insurance point person. She handles all variable case management for our clients, including life and annuities. Jill is competitive by nature and up for a challenge any day, and finding the right products for clients with special circumstances feeds her competitive drive. She is a graduate of The University of South Florida with a business marketing degree. Jill’s first job out of college was with Keith Maurer’s Fee For Service, Inc. After Fee For Service was purchased by GE Capital and Judith Maurer opened LLIS in 1998, Jill became one of Low Load’s first employees, and has managed just about every task possible during her tenure with LLIS. For insurance purposes, Jill has her Series 6 and Series 63 licenses. For golf purposes, she’s got a mean drive. As a former collegiate and professional golfer, if you can’t find Jill at her desk at LLIS, you’ll find her on the links at one of Tampa’s best golf courses.
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Lori Neidel, Neidel Law
Lori Neidel is the principal of the Law Office of Lori J. Neidel and head of Adviser Compliance Services, serving the independent Registered Investment Advisor's legal and compliance needs. Lori has a wide range of industry experience and perspective. She was previously the Missouri Securities Division's Chief of Enforcement, where she led the division's staff of examiners and investigators. She currently serves as vice chair of the Board of Trustees of the Missouri State Employees Retirement System, an $8 billion public pension fund covering 55,000 retirees. After establishing her own law practice to focus on serving the needs of the financial industry, she founded Adviser Compliance Services, which is solely dedicated to providing outsourced chief compliance officer services to small and mid-size independent RIA firms.
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Jeff Quigley, MoneyGuidePro
As a 15-year veteran of the financial services industry, Jeff Quigley has worked with thousands of advisors in the Mid-Atlantic. He has helped new advisors grow their business and seasoned advisors uncover missed opportunities. Jeff is a sought after speaker on training and development, as well as the nuances of incorporating financial planning software successfully.
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Sheryl Rowling, CEO, Total Rebalance Expert
Sheryl Rowling is the CEO of Total Rebalance Expert and the Principal of Rowling Associates. She has been providing tax and financial advice since 1979. Sheryl is the author of Tax and Wealth Strategies for Family Businesses (CCH). She is a member of AICPA, CalCPA, and The All-Star Financial Group. Sheryl has been recognized as Top Financial Advisor (Worth), Five Star Wealth Advisor (San Diego Magazine), and one of the Top 100 Most Influential People in Accounting (Accounting Today).
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Ryan Russell, Founder, Twenty Over Ten
Ryan Russell is an Associate Professor of Graphic Design at Penn State University and co-founder of Twenty Over Ten. Ryan’s expertise in brand and identity design, user experience, and user interface make him uniquely suited to help clients achieve their brand vision in a digital space. His blend of design and entrepreneurial expertise aims to create positive change in the financial industry by infusing beautiful, modern design into an industry that has been severely lacking in this area.
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Ross Schmidt, Aspen Wealth Planners
Ross Schmidt graduated from the US Naval Academy and served with the US Marine Corps flying in F-4 Phantom fighters as a radar intercept officer. He spent over 25 years in high-tech sales and sales management positions selling hardware and software to the financial industry. Ross started his financial planning practice in 2001. He is a Registered Investment Advisor in the states of Colorado and California. Ross has been an ACP member since 2001 and currently serves on the ACP Board. His passion is travel and experiencing different countries and cultures.
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Chip Simon, Taconic Advisors, Inc.
Chip Simon is a NAPFA-Registered Financial Advisor, Certified Financial Planner™ and founder of Taconic Advisors, a fee-only financial planning firm with offices in Poughkeepsie, New York. His solo practice is full, and he is in discussions to bring on a junior partner in early 2016.
Chip received a BA from Colgate University in 1974 and holds a graduate degree in accounting from New York University. He was trained in accounting and finance at KPMG Peat Marwick in New York City and had over 10 years of financial management experience before entering the field of personal financial planning.
Within ACP, Chip co-chairs the New Member Recruitment Committee, teaches a module of the ACP Success Program, and is a member of the Falcon study group, and he happily offers guidance to any advisors who seek to use the Financial Review/paid first appointment format. He chaired ACP’s Board of Directors during 2008.
Chip lives in New York’s beautiful Hudson Valley and is a 13-year ACP member. He sits on the board of his local chamber foundation and is a member of the Hudson Valley Collaborative Divorce and Dispute Resolution Association. He is married to Karen Simon, a happily retired ex-CPA.
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Jerry Skapyak, VP, Low Load Insurance Services
Gerald R. Skapyak, Jr. is vice president, advisor services at Low Load Insurance Services, Inc. (LLIS). When fee-only advisors want an expert at retirement funding risk management solutions, Jerry is the one they turn to. That’s why LLIS brought him and his family to sunny Florida in 2008. Jerry spent a number of years climbing the ranks of two top-rated insurance companies–Zurich Life Insurance Company and Western & Southern Financial Group–before joining LLIS. During his ascent, he handled product development, intelligence analysis, and advisor services. Jerry’s 20 years in this industry analyzing, studying, and researching annuity products have made him the go-to guy for advisors with clients seeking to ensure they don’t outlive their savings. He is licensed for life and health insurance products and, even more important than his product knowledge, Jerry knows people. He is skilled at assessing clients’ needs and the benefits most important to them, then tailoring the right product to fit their unique circumstances. Jerry is logistical, a problem-solver, a successful leader, and a sought-after speaker. But what he does best: relax poolside with his wife and three kids, manning the BBQ, and running the backyard games.
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Dan Skiles, Shareholders Service Group
As president of Shareholders Service Group, Dan Skiles is involved in all aspects of managing the firm. Specific areas of focus include technology, finance, business operations, and strategy. Prior to joining SSG in 2009, Dan was with The Charles Schwab Corporation, where he had responsibilities with the planning and development of technology solutions for Schwab Institutional and leading Schwab Performance Technologies, a subsidiary of The Charles Schwab Corporation. In addition, during his eight years at Schwab he visited hundreds of investment advisor offices and spoke frequently at industry events. Before joining Schwab in 2001, Dan spent eight years with TD Waterhouse and was responsible for implementing technology solutions for the firm’s investment advisor clients. He is a leading industry expert who is often quoted in advisor trade publications, and he writes a monthly article for Investment Advisor magazine. Investment Advisor magazine also recognized Dan in 2014 as one of the 25 most influential people in and around the advisor industry. He earned bachelor's and master’s degrees in business from San Diego State University. He also currently serves on the Board of Directors for the Financial Planning Association.
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Bert Whitehead, President, Senior Advisor, Franklin Office, Cambridge Connection
Bert Whitehead is the founder and CEO of Cambridge Connection and founder of ACP. He is admitted to practice in the United States Tax Court, Federal District Court, and Michigan Courts. Bert is a member of NAPFA (National Association of Personal Financial Advisors), FPA (Financial Planning Association), and NATP (National Association of Tax Practitioners) as well as a member of the State Bar of Michigan. Recognized as leading authority on financial planning, Bert is a regular speaker at industry conferences and is often quoted in the Wall Street Journal, Investment News, and many others. He has written "Why Smart People Do Stupid Things with Money: Overcoming Financial Dysfunction" and developed "Deduct It! Deduct It! Charitable Donation Tracker."
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