Create fresh revenue and profit silos while enhancing client acquisition and retention.
Easy Interface Solutions
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
Reception: 6:00 - 8:00
Breakfast: 7:30 - 8:30
Sessions: 8:30 - 3:00
Conclusion
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 Synced 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
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WordPress Website Builder .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.
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.
Mr. Warnick is a Fellow of the American College of Trust and Estate Counsel. He has served as the Philanthropic Editor of the Journal of Practical Estate Planning and serves on the Carter Center Philanthropy Council and the Multidisciplinary Teaming and Professional Collaboration Committee of the National Association of Estate Planners and Councils. His most recent publications include “Generative Trusts & Trustees: A New Paradigm for Design and Administration”, “Innovate or Die”, and “Selecting a Trust Situs in the 21st Century”. Mr. Warnick received a BA magna cum laude from Brigham Young University and his JD from George Washington University with honors.
Over the past 43 years Mitch has held executive positions with companies such as E.F. Hutton, Allmerica Financial, Travelers Portfolio Group, Smith Barney, Morgan Stanley, Financial West Group and FourStar Wealth Advisors. Mr. Morrison was the past president of Financial West Group with over $4 billion in assets under management and over 100,000 investment accounts. Mitchell is the founder of Financial Literacy Project, a non-profit, tax-exempt organization dedicated to classroom instruction of high school and college students. He is also the author of four books which reflect his education and career. During the “cold war years,” Mitchell was employed by the Federal Bureau of Investigation stationed in Washington D.C. and New York City. He worked in the area of foreign counter intelligence and counter espionage. He also formed and operated “World Trade Center Miracles Foundation” and “Americas Ride” appearing on “Good Morning America”, ABC, CNN, NBC, and CBS. He has organized national fund-raising efforts for both 9/11 World Trade Center relief and Hurricane Katrina disaster relief. He is a graduate of University of Southern California, School of Journalism and George Washington University, Masters Forensic Science.
Joe works with investment firms, financial professionals and their clients and business executives to expand their financial management tools. He leads the National Account Management team’s efforts for the Bancorp Institutional Business. Joe has over 25 years of experience in the financial services industry. Previously, he was a founding partner of m-Power Holdings, a start-up B2B2C next generation private-label wealth management lending platform to deliver planning based, total balance sheet solutions to affinity groups, RIA’s, financial professionals and their clients. Prior to that time, Joe built best-in class wealth management sales & lending operations for Merrill Lynch Credit Corporation and Charles Schwab Bank. He also served as National Sales Director at Schwab.
John is a strategic and performance-focused executive with over 33 years of experience. He is known for his ability to leverage global resources, capabilities, and relationships to increase revenue, cash flow, and profits. With a strong track record of defining mission and goals, John consistently exceeds expectations. He has a wealth of experience in finance, including a capital raise of $225 million senior secured notes and $100 million in SAFEs. John has also demonstrated significant cost savings, lean manufacturing, and technology start-ups. He has held various leadership positions in finance and accounting, including Chief Financial Officer and Executive Vice President for both public and privately held organizations.
John consults with CFOs on a national basis as they strive to serve the entire financial ecosystems of the enterprises that they serve.
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.
Prior to founding AdvisorEngine, Rich served as a Managing Director at Bank of America Merrill Lynch, where he was Head of the RIA custody business and responsible for developing their financial planning and reporting tools. Rich also created industry-leading solutions for J.P. Morgan, Bear Stearns and DLJDirect.
We believe that the best way for the public to get sound financial advice is through human to human interaction with a qualified financial advisor. We also believe that advisory firms should have better solutions to their problems, firm operations should be easier and our practices should be more profitable with better results for our clients. Welcome to a new era for advisors!
Justin Wilkinson is a relationship builder and business development professional who is dedicated to establishing successful long-term partnerships with clients and industry partners alike. Applying his experience from both the institutional wealth management industry and his entrepreneurial ventures, he brings a unique perspective to client and partner relationships. Justin is responsible for accelerating new business growth at AdvisorEngine and helping our clients achieve strategic goals through technology-driven initiatives.
A self-proclaimed recovering estate planning attorney, Rod Zeeb is passionate about training advisors. The Heritage Institute training is radically different from the college and continuing education to which professionals have become accustomed. Rod is passionate about training professionals to deliver what clients actually want, a plan that meets the financial needs of the family while preparing the family for the inevitable surprises that come with implementing an estate plan.
With a casual speaking style and an easy-going persona, Rod has been invited to speak nationally and internationally at events including MDRT, NAIFA, AFP, National Network of Estate Planning Attorneys, Securities Industries and Financial Markets Associations (SIFMA), NAPFA Advanced Planners/Larger Firm Initiative, United Way of America National de Tocqueville Conference, Pershing’s INSITE Conference, FPA (national and regional groups), International Association of Advisors in Philanthropy, and many others.
Rod is also the author of Beating the Midas Curse (now in its 3rd Edition) and Family Stewardship, and he is co-author of the novel What Matters.
Through leafplanner and Josh Kanter Wealth Advisory Services, my goal is to share my experience, knowledge and tools to help the 100-year family survive and thrive by providing thoughtful, personalized family, business and legal consulting services to my clients.
My passion is to think innovatively and strategically, and to use my education, training and experience in an integrated manner to solve complex problems and simplify complex systems in innovative ways that will benefit my clients.
My dedication to business, coupled with my creative outlook, has led me to successfully hold executive level roles in various Kanter family-affiliated investment and philanthropic entities.
After graduating from Emory University with a degree in Economics and Political Science, I continued my education at University of Chicago, where I earned a Doctor of Law degree in 1987. Immediately following my schooling, I joined the prestigious law firm, Barack Ferrazzano, serving as an attorney in real estate, corporate, and securities law. My most celebrated case occurred in 1999, when I successfully managed a complex forty-year tax litigation matter through multiple levels of appeal including U.S. Supreme Court.
Following several years in the legal space, I decided to focus on my family business where I currently serve as President of Chicago Financial, Inc., a single family office overseeing a complex organization of trusts, investment and philanthropic entities for a multi-branch and multi-generational family. With experience in the areas including hedge fund investments, private equity, real estate, venture capital, and art, I continue to help direct these entities.
A former Air Force Reserve Command Program Manager, Project Manager, Continuous Process Improvement LEAN 6S Practitioner, and Inspector General, serving throughout the Air Force system while assigned to MacDill AFB, Tampa, FL., ARPC Denver CO, and Charleston AFB, SC. As well-served full time as the Exercise and Evaluation Team Chief for Charleston AFB, overseeing the performance of 2 Wings(6000+ personnel). Chris, is Lean 6 Sigma Black Belt Certified by the Secretary of the Air Force and recognized by 2 Presidents along with several Secretaries of the Air Force for his work impacting the U.S. Air Force.
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.
During the last 21 years, Andrew has practiced law exclusively in the area of family wealth preservation and generational wealth transfer. Andrew is a Director of COREnology as well as it’s co-Founder.He is also Co-Founder and Managing Partner at the Utah based law firm of York Howell. Andrew is a prolific speaker on the topics of estate & tax planning, business structuring and asset protection. However, his passion is in helping successful families, individuals and businesses manage the incredibly complex task of purposeful succession planning so that legacies are preserved, not wasted.COREnology is able to dramatically simplify this process and is already making a meaningful impact in the world of wealth transfer. Andrew is a regular speaker on these topics throughout the Country and has co-authored two books (Entrusted: Building a Legacy That Lasts, Riveted: 44 Values that Change the World).Andrew is an avid fly fisherman and outdoor enthusiast whose favorite place in the world is Dillon, Montana. Andrew recently celebrated is 20th year anniversary with is beautiful wife, Candice with which he has three amazing children. Andrew Can be reached at andrew@yorkhowell.com.
Aaron has worked in technology and finance for over a decade and deeply understands how
to partner with stakeholders to solve complex problems in the finance sector. Aaron has
played a vital role in scaling high-performing sales organizations.
He serves as a Principal at Copia Wealth Studios and leads Sales, Business Development,
and Investor Relations. Aaron is also a Director at Sky and Ray, the Family Office of Copia's
founder, Michael J. Sikorsky.
Previously, Aaron was a Sales Executive at Financial Recovery Technologies. This
technology-based services firm helps institutional investors identify eligibility, file claims, and
collect funds made available in shareholder class action, global and antitrust settlements.
Financial Recovery Technologies grew globally to service over 800 financial institutions with
$30 trillion in assets during his tenure.
Aaron was also a Vice President at Duff & Phelps and started his career at Gap Inc. as a
Business Systems Analyst. He holds a bachelor's degree from West Virginia University
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.
