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 - 12:30
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
created with
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.
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.
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!
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.
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.
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.
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.
