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
3011 Maingate Lane, Kissimmee, Florida 34747
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"
Research & Marketing Partner
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
Adam is co-founder and CEO of Alta Trust. Prior to Alta Trust, he co-founded and successfully exited RIA and TPA firms. Now, he is recognized as a leader in the financial services industry who brings innovative ideas to the investment community. His dynamic scope of experience allows him to provide strong strategic guidance to investment advisors. Adam is passionate about helping investment advisors do the right thing for their clients and themselves. Adam craves win-win deals where everyone walks away smiling. Adam, his wife, Nicole and their four kids live in Colorado, where they enjoy hiking in the Rocky Mountains.
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.
Jeremy Colombik is the managing partner of Management Services International (MSI), which currently is one of the larges captive managers in North Carolina and manages over 100 businesses that are utilizing a captive insurance company structure. Jeremy is an experienced, licensed CPA and financial professional who has worked with Captive Insurance Companies for business owners and NQDC Plans for over 15 years. He is a member of the North Carolina Captive Insurance Association and the American Institute of CPAs. Jeremy frequently works with the North Carolina Department of Insurance Commissioner as well as U.S. Congressmen and Senators in Washington D.C. regarding regulatory and compliance issues. He is a sought-after speak at state and national conferences and a published author for various financial and insurance industry resources.
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.
Bio coming soon
Alicia handles ongoing business operations of Oak Street and First Franchise. She manages the leadership team, legal department, and engages in new and existing client development.
She is an experienced legal counsel with private and public background that is rooted in commercial lending to several lines of business, including insurance, registered investment advisers and certified public accountants, as well as experience in creditor's rights and litigation.
Serial Entrepreneur, Investor, and Strategic Advisor | INC 5000 (5x) & Entrepreneur 360 (3x) Honoree
CEO at TaxPlanIQ: Leading tax planning and savings software driving financial efficiency.
Founder & Host, Misfit Entrepreneur: Top-rated podcast in 100+ countries, featuring insights from global entrepreneurs on unconventional paths to success.
Creator of 12 Minute Trading: Empowering financial independence through daily investing strategies in under 12 mins.
Strategic Advisor: Providing C-level executives with direction for top-line growth and streamlined systems.
Amazon Best-Selling Author: "The Ten Year Career" - Fast Track Guide to Retiring Young, Wealthy, and Fulfilled.
Prior to Lionsmark, Darren founded DaVinci Financial & Insurance Associates, a multi-office life insurance firm. Darren is the acclaimed author of How I Built A $37 Million Insurance Agency In Less Than 7 Years, along with eight additional published books distributed internationally, including Premium Financed Life Insurance - The Key To Effective Estate Tax Planning, and is also a nationally acclaimed motivational speaker. He holds a B.A. in Sociology from Loyola Marymount University, and a M.Ed. in Multicultural Education from the University of Hawaii at Manoa. Darren is married and currently lives with his wife and son in Orange County, California.
As the President of Quist, Shina Culberson brings over two
decades of financial and valuation experience to her leadership and guidance of
the firm. Known for her direct style and laser focus, Ms. Culberson specializes
in business and securities valuation engagements for corporate finance,
financial reporting and tax purposes.
Prior to joining Quist, Ms. Culberson was an Equity Analyst
for Cohen Independent Research Group where she provided security valuation and
investment recommendations on public companies in the biotech, high-tech, and
entertainment industries. Additionally, she served as a Director at Charles
Schwab Investment Management where she managed the International Credit
Research Team covering international financial institutions and emerging market
Asia and Latin America sovereign investments. The team covered over 50 debt
issuers and had oversight responsibility for approximately $32 billion in
portfolio holdings.
Over the course of Ms. Culberson’s successful career, she
has participated in hundreds of valuation engagements for public and privately
held companies in a number of industries including financial services,
biotechnology, software, hardware, oil and gas and entertainment.
Ms. Culberson graduated with a bachelor’s degree in
Economics from Claremont McKenna College, holds the CFA designation and is a
member of the Society of Analysts in Denver.
303.643.5737 Culberson@QuistValuation.com
As the Director of Channel Sales for Quist Valuation, Ken
Bero brings over 25 years of sales, senior management, and direct operational
experience in his business development role for the Quist Insights valuation
and assessment Platform. Ken’s background in software, indirect channel sales,
start-up companies and senior management roles position him to expand the
market acceptance and use of Quist Insights.
Prior to joining Quist, Ken has held sales, sales management
as well as senior management roles in several high-tech companies. He brings extensive success and experience in
building both direct and indirect sales channels for enterprise SaaS and
software license products as well as Payroll and Compliance Services. He has managed in both start up and large
corporate organizations and has sales experience in multiple markets including
Business Intelligence, Human Capital and Workforce Management, Identity
Management, and Contingent Labor.
Ken graduated with a bachelor’s degree in Government from
Bates College and holds a Master of Business Administration degree in Finance
from Northeastern University.
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.
Gladstone Associates, established in 2006, provides M&A advisory solutions to the national RIA sector, encompassing Wealth Managers and Asset Managers. As Founder of Gladstone, Dan shares in setting firm vision and strategy, works with Enterprise Clients, and oversees all operational and branding functions. Dan is also founder of D.A. Kreuter Associates, Inc. (“DAK Associates”), a national retainer-based executive search firm with decades of search success (2,500+ searches) on behalf of the global financial services community. He co-founded two successful FinTech Businesses, Coates Analytics (now BNY/Mellon Distribution Analytics) which provides productivity software on behalf of Money Managers and Advisory Platforms; and Gladstone Analytics (sold to Truelytics, purchased by Envestnet in 2022), a SaaS solution for Valuation analytics, benchmarking and business process improvement to the RIA space. Dan recently served as Chairman of the Advisory Board for Chalice Financial Network, a national peer-to-peer association group for Independent Advisors; and is on the Editorial Advisory Board of Real Assets Adviser, a leading Alternative Investments publication with over 65,000 readers in the wealth management sector. He currently serves on the Advisory Counsel for AlphaTrAI, a San Diego-based AI/Machine Learning quantitative asset manager.
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.
Oleg Tishkevich is the founder and CEO of Invent®, a leading cloud-enabling software development firm. Prior to founding Invent®, Tishkevich founded Finance Logix, a next generation financial planning software company which sold to Envestnet in 2015.
Finance Logix has pioneered an engaging mobile planning app Retire Logix that was named Best Money Move by Money magazine and voted number one mobile app for advisors. At Finance Logix, Tishkevich led the development team that delivered custom firm-wide solutions for companies such as Wells Fargo, Bank of America/Merrill Lynch, Assetmark, Janney Montgomery Scott and other major firms.
Phil is a Principal at Copia Wealth Studios, a financial intelligence platform that uses modern design and machine learning to bring all your investments (including alternatives and illiquid assets) into one elegant view. Phillip is primarily focussed on client experience, which encompasses the entire product-led growth strategy; from marketing touchpoints to onboarding and engagement.
With over 15 years of experience in software development, agile methodologies, and software design, I am a results-driven product management professional with a passion for building innovative solutions that drive business growth. I have a strong background in fintech, with deep expertise in payments processing and credit, and a proven track record of leading and scaling products in the e-commerce and digital receipt domains.
As President of D.A. Kreuter Associates Inc, Steven is principally involved in driving firm revenues, managing client company relations, setting strategic direction, and managing and directing the day-to-day efforts of DAK’s team of search professionals. Never having strayed from the front-lines of the business, Steven personally manages key search initiatives for clients across all phases of the process, and has hands-on recruited hundred of highly regarded industry professionals. In addition to his primary role at DAK, Steven has also made a number of key contributions to the organization, including the creation of DAK Candidate Mapping, and has been a major contributor to the Envestnet Institute on Campus Initiative. He also acts as a Senior Advisor to DAK’s affiliated M&A Advisory firm, Gladstone Associates LLC. Steven resides in Philadelphia with his wife Jennifer, son Brannen, and daughter Isabel. Steven earned his FINRA 79 license in 2022.
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