2016 Conference Speakers

Amy frequently presents at financial planning conferences on the topics of life planning, financial motivation and change, and cash flow management. Amy is an active member of FPA Puget Sound, NexGen, and Nazrudin. Amy is also currently enrolled in a CFP certification program at the College of Financial Planning based in Denver, CO. Outside of the office, Amy enjoys photography, live music, cooking, and yoga.

www.moneyquotient.org
email: [email protected]
Tel: 360.697.4561

Andrew is Chief Investment Officer and a Senior Client Advisor for Maxim Global Wealth Advisors. He is recognized as one of the leading experts in advising international families, both internationally born professionals in the US and American citizens and residents living abroad. Prior to founding Maxim, Andrew was an international Equity Research Analyst for Montgomery Asset Management in San Francisco. He also worked in New York as an International Equity Analyst at Donaldson, Lufkin & Jenrette (now Credit Suisse) and HSBC Securities.

www.maximadvisors.com
email: [email protected]
Tel: 415.671.4145

Mark has over 35 years of experience in tax, estate and financial planning. He has served as adjunct faculty at Reedley College and the CSU Fresno Foundation and regularly teaches on income and estate tax topics at professional conferences. Mark served on the national Board of Directors for the Financial Planning Association from 2011-2013. His hobbies include running, hiking, and a general enjoyment of life!

www.inspiredfinancial.biz
email: [email protected]
Tel: 714.971.0663

Pam was selected to serve as the first financial educator in the Consumer Financial Protection Bureau (CFPB) Office of Servicemember Affairs (OSA). Charged with identifying and developing to CFPB leadership opportunities and strategies that improve the financial education of servicemembers and their families and consumer protection measures for the military. Collaborates with a wide array of partners and stakeholders to identify, analyze, and work to enhance servicemember financial education programs.

www.consumerfinance.gov
www.linkedin.com/in/pam-mcclelland
email: [email protected]

Ray is a well known speaker in the Tax and Estate Planning area. He focuses his practice in all aspects of trusts, estate planning, probate and trust administration, tax and business planning. Raymond’s guiding concern is to give clients clear and straightforward advice on complex areas of the law. Raymond helps his clients implement sophisticated estate plans, without unnecessary complexity.

http://www.sheffieldestateplanning.com/
email: [email protected]
Tel: 408.920.2500

Dick is known as one of the life insurance industry‘s leaders. He founded and is President of The Ethical Edge, Inc., providing training and consulting services that help empower both agents and their clients to explore and view life insurance in the broader context of financial planning. He is past national president of the Society of Financial Service Professionals and serves as an adjunct professor of Risk Management at Cal Lutheran.

www.ethicaledgesolutions.com/
email: [email protected]
Tel: 510.868.8804

Sarah is an assistant professor of personal financial planning with Texas Tech. She has been a practitioner for more than ten years and is currently president of Perennial Wealth Group, Inc. She also serves as a board member and strategic planning committee chair for the Financial Therapy Association. Her research interests include generational wealth transfer and family governance, financial conflict resolution, and the connection between psychological well-being and financial behavior.

www.depts.ttu.edu/hs/pfp/asebedo.php
email: [email protected]
Tel: : 540-750-1051

Stephanie founded East Rock Financial Services in 2008 and serves clients in the Bay Area and the Pacific Rim. She previously spent 10 years as a Director with a financial analytics firm, programming and managing a portfolio management product used by banks throughout the world. Stephanie is on the Board of Directors for California Jump$tart, a nonprofit dedicated to improving K-12 financial education. She is a jazz bassist and rock violinist who has performed on 21 recordings and votes on the Grammy Awards.

www.eastrockfinancial.com
email: [email protected]
Tel: 415.779.2008

Tim founded Kochis Global in 2012 to foster best in class wealth management and investment planning services. For many years he has had a special interest in the developing world, particularly in China and other rapidly growing markets in Asia. He has advised a select group of executives, professionals, and business owners throughout the United States and overseas since 1973. Before founding Kochis Global, Tim served as CEO and Chairman of Aspiriant, as National Director of Personal Financial Planning for Deloitte & Touche and Bank of America.

www.kochisglobal.com
email: [email protected]
Tel: 415.828.1269