Our Members
Chuck Gore
Industry: Financial Advisor
City: Birmingham
State: AL
ZIP: 35216
BIO:
Chuck’s passion is to help you with all the pieces of your retirement and legacy planning. Chuck is an independent financial advisor and speaker who helps individuals and families work toward their financial, retirement and legacy goals. With years of experience and hundreds of clients, he places your interests first to develop and implement your strategy.
Website:
https://laborretirementservices.com
Legacy Assessment Link:
Josh Meyer
Industry: Insurance/Financial Services
City: Columbus
State: OH
ZIP: 43204
BIO:
I help Dad’s in business create a legacy plan that fuels and inspires personal, family, and business growth.
Website:
https://yourpeaklegacy.com
Legacy Assessment Link:
https://apps.iulinsiders.com/widget/quiz/Douf9EAKXzBia7R0Jzoa
Trevor Buhr
Industry: Attorney
City: Greenville
State: SC
ZIP: 29601
BIO:
Mr. Buhr works in tandem with like minded financial and accounting professionals to provide values-aligned Legacy Estate Planning services tailored to what matters most to you. His Legacy approach stems from the conviction that estate planning concerns more than who gets what when you’re gone – rather, it’s an opportunity to pass on what matters most to the ones that matter most. Mr. Buhr lives and practices law and mediation in upstate South Carolina where he and his wife enjoy cooking, adventures, and exploring the outdoors with their children.
Website:
empoweredlawmediation.com
Legacy Assessment Link:
https://1lsezhklwyv.typeform.com/to/nDLOXRyU?typeform-source=bit.ly
Kevin M. Carrasco
Industry: Financial Services RIA
City: San Antonio
State: TX
ZIP:
BIO:
25 YEARS AS AN ADVISOR, HEDGE FUND FOUNDER, MUTUAL FUND FOUNDER, REAL ESTATE REG D OFFERING, PRIVATE EQUITY AND INVESTMENT BANKING FOR HIGH NET WORTH FAMILIES.
Website:
kmcwealth.com
Legacy Assessment Link:
https://bit.ly/LegacyAssessmentKMC
Steven Step
Industry: Financial Advisor
City: Woodland Hills
State: CA
ZIP: 91364
BIO:
Thirty years of experience in helping clients achieve their financial goals without taking unnecessary risk. Expert with the Bank On Yourself strategy, financial planning, tax savings. Expert in Retirement and Legacy Planning. Founder of 3 successful companies.
Website:
https://linkedin.com/in/stevenstep
Legacy Assessment Link:
James Barrett
Industry: Attorney
City: Washington
State: DC
ZIP: 20005
BIO:
His friends call him Jay and you can too. He works tirelessly to assist young professionals and small business owners in achieving peace of mind. Life is busy and many times important tasks slide down the list and do not get accomplished. Jay is exceptionally skilled in help move these very important tasks from to do to done. He has been counseling clients since 2010 on how to plan for their families, their legacy and passing on their businesses. Jay has learned the art of relational law and in being a personal family lawyer, he does things differently. Your relationship with your lawyer should not be transactional. It should be supportive, and Jay is uniquely situated to support his clients. He is a member of the Florida Bar, graduate of the University of Miami School of Law and is 100% virtual. He is a member of the bar in Florida and the District of Columbia. He is a father of two, avid sailor, cyclist and woodworker.
Website:
Legacy Assessment Link:
T. Phillip Boggess
Industry: Estate Planning, Asset Protectgion, Business Planning, Tax Planning
City: La Grange
State: IL
ZIP:
BIO:
25 YEARS AS AN ADVISOR, HEDGE FUND FOUNDER, MUTUAL FUND FOUNDER, REAL ESTATE REG D OFFERING, PRIVATE EQUITY AND INVESTMENT BANKING FOR HIGH NET WORTH FAMILIES.
Website:
kmcwealth.com
Legacy Assessment Link:
https://bit.ly/LegacyAssessmentKMC
E. Lawrence Brock
Industry: Attorney
City: St. George
State: UT
ZIP:
BIO:
Legacy is not about leaving money but it is about what you did with your life during the time you could have made the big bucks. The year Larry graduated from high school the movie “What Did You Do In The War, Daddy?” was released. Larry asks, “What Did You Do With Your Life?” he is gathering stories about parents, grandparents, great-grandparents, preserving what they did during their Life. It is said that when a person dies it is like a library burning down. Larry’s mission now is to save as save the stories & wisdom before the Library burns down.
Website:
https://www.stgestateplanning.com
Legacy Assessment Link:
https://bit.ly/PurposefulLegacyLaw
Terry DuPont
Industry: Financial Services
City:
State: IN
ZIP:
BIO:
Terry DuPont is the Founder and CEO of DuPont Advisory Group, a Registered Investment Advisory firm that provides a distinctive family office experience to successful families, professionals, and business owners. DuPont Advisory Group Virtual Family Office retains over 75 national experts in the five pillars of service, which include Advanced Tax Reduction Planning, Risk Mitigation, Wealth Management, Estate and Legacy planning, and Business Legal Services, as well as Business Advisory Services.
Website:
https://dupontadvisoryvfo.com/
Legacy Assessment Link:
https://1lsezhklwyv.typeform.com/to/DSYPcRpi
J. Diane Robinson
Industry: Investment Advisor
City: Charlotte
State: MC
ZIP: 28210
BIO:
J Diane Robinson is Investment Advisor with IP Financial Advisory Services, LLC. As a Retirement Income Certified Professional® (RICP®) and Certified in Long-Term Care (CLTC®), she understands how to create strategies that support lasting financial security. But what matters most to Diane is understanding you—your goals, your concerns, and the unique path you’re on.
Website:
jdianerobinson.com
Legacy Assessment Link:
https://go.riskalyze.com/start-rq
Banks Ladd
Industry: Attorney
City: Mobile
State: AL
ZIP: 36608
BIO:
Banks has practiced law in Mobile since 1993, and founded The Ladd Firm in 1995. He obtained his B.A. degree from Washington & Lee University in 1989 and his law degree from the University of Alabama in 1993. He has the highest peer review rating (AV) for professional excellence from legal directory of Martindale-Hubbell. Banks’s practice focus’s on estate planning, long term care planning, and probate court proceedings. Banks is licensed to practice law in Alabama and Mississippi.
Website:
laddfirm.com
Legacy Assessment Link:
Rod Hatley
Industry: Attorney
City: San Diego
State: CA
ZIP: 92130
BIO:
Rodney J. “Rod” Hatley, J.d., L.L.M. (Taxation) is a tax, estate planning, and asset protection attorney in San Diego, CA. Rod, a former Navy JAG, made the transition to estate planning as the result of a 7-year probate when his father, who had a complicated estate and a simple will, died of lukemia. For Rod, estate planning is personal. He partners with his clients to protect everyone they love and everything they own.
Website:
https://hatleylawgroup.com
Legacy Assessment Link:
https://1lsezhklwyv.typeform.com/to/DSYPcRpi
Blake Materewicz
Industry: Financial Planner
City: Newport Beach
State: CA
ZIP:
BIO:
Born and raised in Chicago, Blake Materewicz began his career in finance in 2001. An opportunity brought him to Southern California in 2005, and he has never looked back. He has developed a financial planning practice focused on retirement income planning and wealth preservation. He currently resides in Orange County.
Website:
calendly.com/blakematerewicz
Legacy Assessment Link:
Carol Eddy
Industry: Financial Planner
City: Denver
State: CO
ZIP:
BIO:
Carol Eddy is a Certified Financial Planner™ providing comprehensive independent financial planning services to individuals, families, and business owners for over 25 years in the Denver Metro area. Independent simply means that she is never bound or restricted to use certain proprietary or company sponsored products. She always works in her client’s best interest.
Website:
moneyconcepts.com/ceddy
Legacy Assessment Link:
Cory Nunes
Industry: Financial Consultant
City: Ferndale
State: CA
ZIP: 95536
BIO:
A financial expert who empowers those businesses and individuals that want to put their $money$ to work without the risk of loss. Employee/Employer benefits. Modern Solutions for the Modern World.
Website:
modfinancial.com
Legacy Assessment Link:
Vance Bennett
Industry: Certified Financial Planner
City: Dublin
State: OH
ZIP: 43017
BIO:
As a seasoned financial advisor with over 25 years of experience, I specialize in guiding individuals towards optimal financial decisions. I am passionate about helping clients balance their dreams for the future with the responsibilities of today. A proud graduate of The Ohio State University, I am deeply committed to the well-being of my clients and the community I serve.
Website:
https://vqb1.com
Legacy Assessment Link:
James Moore
Industry: Attorney
City: Kentwood
State: MI
ZIP: 49512
BIO:
As a member of the Wealth Counsel national organization of estate planning attorney, and a certified exit planning professional with both the Business Enterprise Institute and the Exit Planning Institute Moore is known as the “Expert’s Expert”.
Website:
https://mooreandkerbawy.com
Legacy Assessment Link:
Jeff Kritzberg
Industry: Financial Advisor
City: Porter Ranch
State: CA
ZIP: 91326
BIO:
I became a financial advisor because of my personal experience financially supporting my parents and paying for their funerals due to having no life insurance or retirement savings. My mission is to help my clients enjoy their retirement and not compound their family’s grief with the high costs of final expenses
Website:
Legacy Assessment Link:
Brandi Iglehart
Industry: Estate Planning
City: Searcy
State: AR
ZIP: 72143
BIO:
Based in Searcy, Arkansas, I focus my practice on estate planning because I genuinely enjoy helping individuals and families prepare for their future with clarity and confidence. Whether it’s drafting wills, setting up trusts, or guiding clients through complex planning decisions, I take pride in making the process understandable and personal. I love what I do and truly enjoy the meaningful relationships I get to build with my clients along the way. It’s important to me that each person I work with feels heard, understood, and confident in the plan we create together.
Website:
Pinnaclelegacylaw.com
Legacy Assessment Link: