Financial & Professional Organizations

  • Brinker Investment Management
  • CALU Group DeKalb
  • Central Texas Estate Planning Council
  • Financial Planning Association (FPA) – National Conference
  • Financial Planning Association (FPA) Forums, Symposiums, Conferences and Expos – GA, IL, MN, NJ, OH, TX, WI
  • IDFA Conference 2017
  • Illinois Certified Public Accountant (CPA) Society
  • Investment Planners, Inc. – St. Louis, MO
  • John Marshall Law School
  • Kent Law School
  • KGH Consulting
  • Lake County Estate Planning Council
  • Lake County Life Underwriters
  • Million Dollar Round Table (MDRT) – Toronto
  • Million Dollar Round Table (MDRT) – Court of the Table Best Practices Forum
  • National Association of Personal Financial Advisors (NAPFA) – West Regional Conference
  • Schwab IMPACT