Create fresh revenue and profit silos while enhancing client acquisition and retention.
Easy Interface Solutions
An Elastic Infrastructure
TopTier Advisors
Multi-Family Office Execs
Insurance & Investment Pros
Retirement and Estate Planners
Wealth Managers
Attorneys and CPAs
RIAs • RRs • OSJs
Evolving from AUM/Product Provider" to "Holistic Fee-Based Solutions Provider".
Bridge Your Wealth Planning GAPs
Adjacent to Disney World
1900 E Buena Vista Drive, Lake Buena Vista, Florida 32830
Launch Pad Reception:
5:00 - 7:00
Breakfast: 7:30 - 8:30
Sessions: 8:30 - 6:00
Lunch: 12:00 - 1:00
Reception: 6:00 - 8:00
Breakfast: 7:30 - 8:30
Sessions: 8:30 - 3:00
Lunch: 12:00 - 1:00
Conclusion
"Add new wealth advisory ingredients to your products, tech stack and services mixing bowl"
Transform Into A New Wealth Management Dimension - Wealth Engineering
Rejuvenate The Contours Of Your Firm - Become More Agile - Magnify Success
Fuse advanced knowledge, services, products and wealth tech with sound engineering principles
Nationally Renowned Experts — Unveiling Hands-On, Cutting-Edge Knowledge
"Future-Proofing Wealth Advisory Practices in the New Age"
“Fortify your client value proposition by fusing new services and products into your offering . . .
Bridge wealth planning gaps with snap-on solutions”
High-Touch Wealth Advisory Hub Synched With High-Touch Wealth Tech
The Platform's elastic infrastructure accommodates
family
net worth's
from $5 Million to $5 Billion
High-Touch Wealth Advisory Harmonized
With High-Touch Wealthtech
"Recalibrate your practice ecosystem
to enhance success"
407-878-3520
Nick@MyWEHub.com
MyWEHub.com
Mailing Address:
265 Terracina Drive
Sanford, FL 32771
National Headquarters:
255 Primera Blvd., Suite 160
Lake Mary, Florida
Enrolled Agent, David Stone is the founder and president of IRS Solutions Valencia, Inc. Having graduated from Cal State Northridge (a.k.a. Harvard of the West) he is also a two time Bestselling author of “Tax Breaks for the Rich and Famous” and “The Great Tax Escape”. While David was still in college, he started working as a Revenue Officer for the IRS, thinking that it would be temporary, he stayed there for 14 years. David was a knowledge seeker so he volunteered for odd jobs others did not want to do; including working the lien desk and becoming an Offer in Compromise (OIC) specialist. Tired of seeing people being ripped off and not being represented in their best interest, David founded IRS Solutions Valencia to assist them in resolving their IRS-related issues.
Rob leads the Business Resource Network practice of the BDO Alliance USA which provides consulting and business services to the Clients of BDO USA and its 260+ alliance firms across the country. He holds a Bachelors Degree in Economics Ursinus College and an MBA from the University of Maryland.
As founder and CEO of Three Crowns Copywriting & Marketing, a branding and content studio, Johnny and his Team help launch, grow, and scale companies impacting the world through financial technology and advice. Johnny got his start in wealth management at Orion Advisor Technology, where he managed one of their client onboarding units before becoming Orion’s Marketing Content Coordinator. He then served as Director of Content Design at Mineral Interactive prior to launching Three Crowns. Outside of work, he spends his time reading poetry, playing guitar, and looking for new outdoor adventures with his wife, three children, and dog.
Having founded The Wealth Engineering Institute back in 1996, Nick and his colleagues have utilized the Institute’s Wealth Engineering Platform and a plethora of other resources to engineer the core entities that make up the Wealth Engineering Family of Companies as an ecosystem for Wealth Advisors and their clients. The vast array of services of his Family of Companies are harmonized to surround the ever-changing needs of managers of wealth and their clients. Nick holds a Bachelor of Science degree in Business Administration from Ball State University with minors in Economics and Finance. Mr. Gregory is a member of the Financial Planners Association, The Partnership for Philanthropic Planning, The Charitable Capital Advisory Council and is Chairman of the Board of Trustees of Give Back Nation.
Greg has worked in financial services for over 25 years, 20 as a wholesaler, helping high-impact financial advisors and registered investment advisors increase their visibility, productivity, and profitability. He received his Bachelor of Science in Business from the Carlson School of Management at the University of Minnesota. Greg believes that giving back to the industry is important. Greg has demonstrated this through his service in the Minnesota Chapter of the Financial Planning Association and his attendance at local NAIFA meetings.
Greg enjoys meeting with new advisors and guiding them toward unique custom lending scenarios every day. Greg and his wife Michele have been married for over 30 years. They reside in Blaine, MN, and have two adult daughters, most recently welcoming the next generation, a new granddaughter, to the family in summer 2022.
Greg enjoys golf and other outdoor activities and has played in the Main Event of the World Series of Poker.
Chris, with over 20 years of experience, my journey began in traditional insurance, but my personal challenge with cybersecurity led me to co-found CyberFin. After grappling with the complexities of cyber laws, I turned my struggles into a streamlined cybersecurity solution designed specifically for insurance and financial services. At CyberFin, we have developed a managed, all-in-one cybersecurity solution tailored to insurance agencies and financial advisors to protect them from cyber-attacks and compliance fines. We are here to handle the complexities of cybersecurity so you don't have to, ensuring your business stays secure and compliant.
Russell’s unique mastery of tax and equity compensation is tightly integrated with his background in the financial life planning movement. He developed his skillsets working with several high-end financial planning firms and is passionate about helping people make informed decisions by understanding the trade-offs implicit in life’s decisions.
Co-founding and leading Zocks for over two and a half years, we've pioneered a privacy-first AI platform for financial services that revolutionizes data capture from conversations. This role has allowed me to leverage my skills in AI, enterprise and fintech Platforms, as well as Go-to-market Strategy.
Prior to Zocks, I've held executive product and technology roles at Twilio, Hearsay Social and Microsoft after graduating with a Bachelor of Applied Science (B.A.Sc.) focused in Electrical Engineering from University of Waterloo.
I am a Speaker & Cybersecurity Evangelist for the Insurance Industry on a mission to simplify cybersecurity for SMBs, and especially for Financial and Insurance Agencies.
My mission and my passion is to protect entrepreneurs and agency owners from cyber-crimes & compliance fines. With a rich background in marketing, tech, and e-commerce, I've worn multiple hats - from a visionary entrepreneur to a results-driven Chief Revenue Officer. My expertise in revenue operations for tech and e-commerce companies has consistently driven growth and innovation to all my endeavours. Whether it's pioneering cybersecurity solutions at CyberFin or strategizing revenue growth for tech ventures, I thrive on challenges and the thrill of innovation.
I specialize in helping retirement plan professionals with solutions that impact their bottom line and make a difference in the lives of their clients.
With over 30 years of industry experience helping financial advisors and consultants implement proven strategies that help them grow their business, I have perspective on how elite advisors run a successful practice. As a result, my advisors view me as a valuable resource. Over the past year, I developed a new LinkedIn Marketing Strategy Program by utilizing customized formulas to help advisors and consultants effectively reach decision makers from companies. This is an unique program that has had significant success with the retirement plan professional community.
Jim is President and founder of InCap Group, Inc. He is responsible for the overall development and direction of the firm. He participates in every client assignment. Earlier in Jim’s tenure at InCap Group, he managed a fund administration, fund accounting, and transfer agency business that specialized in providing services to mutual funds.
Prior to founding InCap, Jim served as the Chief Administrative Officer of Legg Mason’s Asset Management operations. During Jim’s tenure at Legg Mason, the firm’s assets under management increased by more than six-fold and Legg Mason was transformed from a regional broker-dealer and asset manager to one of the 20 largest asset management firms in the U.S. Jim’s responsibilities included oversight of Legg Mason’s Asset Management businesses, M&A activity and product launches. Previously, Jim was Legg Mason’s Associate General Counsel.
Earlier in his career, Jim practiced corporate and securities law at Covington & Burling in Washington, D.C. Jim has served on the Board of the Forum for Investor Advice and the Board of the Historic Charles Street Association and has been a member of the Institutional Investor’s International Mutual Fund Institute. Additionally, he has taught the Mergers and Acquisitions course at the University of Maryland School of Law. Jim is a graduate of Yale Law School (Editor of the Yale Law Journal) and Franklin & Marshall College (Phi Beta Kappa, with Departmental Honors in Government and History).
John Pileggi is an Executive Manager of Global and Diverse Financial Services Organizations, including Investment, Wealth & Asset Management, Mutual Funds, Exchange Traded Funds, Collective Funds, Banking, Trust, Retirement, Insurance, Alternatives (Hedge & Private Equity), Brokerage, Crowd Funding, Donor Advised Funds, Financial Planning and FinTech. John Pileggi's Specialties: Retail and institutional financial services including brokerage, wealth management, hedge funds, mutual funds, banking and asset management.
In college I had to realize that the chances of me gracing the stage at the Grand Ole Opry were pretty slim. I began working in a hospital in the payroll department as well as in the lab as a phlebotomist. While there, I found a passion for helping others and listening to their stories, but that I had a weak stomach. I left the hospital and entered the world of finance over 20 years ago and have loved, almost, every minute of it.
In May of 2000, I had the pleasure of joining BOK Financial and their family of banks, in Oklahoma City. In 2006, my family and I moved to the Kansas City area. I was challenged to assist in expanding BOK Financial's footprint in the market establishing a branch banking network. While I left the company for a short time, I returned and am in a position that I greatly enjoy and with co-workers that seem more like family!
My focus is helping business owners and individuals diagnose their financial pain points and prescribing solutions to overcome them. I am able to assist clients and prospects in a variety of areas from cash management, lending, retirement needs, investments, trust services and wealth management. If we cannot provide a solution, I will use my personal network of professionals to find someone who can.
Rosemary has over 30 years of experience in the financial industry focused mainly on trust services for advisors and their clients. As the Senior Vice President of Advisor Trust Services line of business at BOK Financial, she leads a dedicated team of experienced fiduciary, sales and compliance professionals who serve advisors and their clients providing trust administration services. She is responsible for the development and oversight of the business line throughout the BOK Financial footprint and nationally. Rosemary also leads the development of a national strategy to brand, communicate and effectively deliver BOK Financial Advisor Trust Services to the investment advisor community. She is often a presenter in the area of “advisor-friendly trust services” to educate advisors and centers of influence during local and national industry events. Rosemary has a Bachelor of Business Administration/Emphasis in Finance from Colorado State. She’s married for 30 years with 2 adult children, member of Girl Scouts, an active alumni member of Gamma Phi Beta sorority and prefers outdoor activities during her free time.
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