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Todd A. Bauerle, President, Bauerle Financial |
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Todd A. Bauerle is a Certified Financial Planner with 20 years of industry experience. He is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planners Association (FPA). Todd earned a B.S. degree in Aviation Management from Embry-Riddle Aeronautical University . As a certified trainer for the A.A.R.P. “Think of Your Future” Retirement Planning Program, he has taught continuing education courses at Stetson University and has been a featured speaker at Florida Power Corporation Retirement Preparation seminars.
Todd is president of Bauerle Financial, Inc., a “Fee-Only” investment advisory firm that is registered with the Securities & Exchange Commission. Bauerle Financial, Inc. manages client assets in excess of $50 million and provides comprehensive financial planning and investment management services throughout the United States . |
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Brian Evans, CPA/PFS, President, Bauer Evans, Inc., P.S., and Bauer Evans Wealth Management, LLC |
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Brian Evans, CPA/PFS is the president of Bauer Evans, Inc., P.S., a Certified Public Accounting firm, and Bauer Evans Wealth Management, LLC located in Everett , WA . He holds a B.A. in Accounting, graduating Summa Cum Laude from Washington State University. Brian oversees 14 staff members on the CPA side and manages over $40 million of client money himself. In 2001, he earned the prestigious Personal Financial Specialist designation for his breadth of skills in the areas of investments, income taxes, retirement and estate planning.
Brian has developed 19 different model portfolios to use to invest his clients' money. Each model is patterned using the principles of the Asset Allocation Dashboard as outlined in this chapter. Individual investors vary in age, goals, portfolio size, and risk tolerance. After matching an investor to the proper model portfolio, it becomes his job to monitor and execute the investment allocations and specific investment choices. Brian successfully serves clients across the country and is currently accepting new clients. |
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Stan Sklenar, MBA, CIMA, has been providing investment management services to clients in the U.S. and many other countries since 1984. Born in Europe and educated in both Europe and the U.S. , he earned the Certified Investment Management Analyst (CIMA) designation from the Investment Management Consultants Association, after completing the educational requirements held at the Wharton School of Business at the University of Pennsylvania.
His international education and experience give him a distinctive, multi-cultural understanding of the global financial marketplace. His articles on wealth management and personal investing have been published in a variety of publications, and he has recently co-authored a book on these subjects. He is fluent in Czech and Slovak. |
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Greg Werlinich, President, Werlinich Asset Management |
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Greg Werlinich, President of Werlinich Asset Management, holds a B.A. in politics from Princeton University and an MBA in finance from the Stern School at New York University. Author of the monthly personal finance newsletter called “News and Views,” Greg also appears regularly as a guest stock market analyst on the FoxNews channel. |
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Lori A. Watt, CFP, President, Investors Advisory Group, Inc. |
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Lori A. Watt, CFP is the president of Investors Advisory Group, Inc., a full service financial planning firm in Pewaukee , Wisconsin . For almost 25 years, Lori has been a financial advisor and is one of a select few planners around the country who specialize in advanced financial planning techniques.
In addition, Lori is currently serving on a number of boards and committees, including Executive Director at St. Paul 's Lutheran Church and School in Oconomowoc , WI , the Christian Stewardship Foundation, and the University Lake School Endowment Fund. Past service has also included the Board of Trustees at University Lake School , Hartland , WI and the Board of Directors at the Lutheran Church-Missouri Synod, South Wisconsin District. |
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Stuart J. Spivak , LUTCF, Founder and President, The Spivak Financial Group |
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Stuart J. Spivak , LUTCF is Founder and President of The Spivak Financial Group, an office of MetLife Financial Services, with offices in Scottsdale , Arizona and Bala Cynwyd , Pennsylvania . He has been a financial services professional for over 18 years and is a frequent and popular speaker for many civic and professional groups. He has been published in the Journal of Financial Service Professionals and he has an extensive background in tax and estate planning, with a special focus on wealth preservation and retirement planning.
Mr. Spivak's accomplishments have resulted in numerous accolades, including consistent membership as a Life and Qualifying Member in the prestigious Court of the Table division of The Million Dollar Round Table, as well as previously being named the youngest Hall of Fame member ever for the Phoenix Companies, Inc. (NYSE: PNX), a leading provider of wealth management products and services to individuals and institutions. |
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Scott Rose, Owner, Barrett Advisors LLC |
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Scott Rose runs his own asset management company, Barrett Advisors LLC, specializing in managing life insurance-based investments. As a lawyer and a premium finance consultant, he has been giving legal, financial and insurance advice in the premium finance arena for over 10 years. He earned his B.A. in psychology from Cornell University with Distinction in all Subjects and received his J.D. from the University of Pennsylvania Law School, with cum laude and Order of the Coif honors.
Prior to forming Barrett Advisors, Scott managed a portfolio of life insurance investments at a hedge fund in Greenwich, CT and was managing partner of his own life insurance finance brokerage company. He began his insurance career as an assistant general counsel for American International Group, Inc., after leaving the corporate finance department at Weil, Gotshal & Manges. |
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Cheryl M. Burbano, CFP, MBA, Senior Financial Advisor, American Express Financial Advisors Inc. |
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Cheryl M. Burbano, CFP, MBA is a senior financial advisor with American Express Financial Advisors Inc, Member NASD. She specializes in personal financial planning, including planning for asset allocation and preservation, estate preservation and tax reduction strategies. She holds an MBA from the University of South Florida and a Ph.D from the University of Florida . At American Express Financial Advisors, she earned the President's Recognition Award, 2001-2002, and was a member of the Advanced Advisor Group, Gold Team, in 2003.
This information is being provided only as a general source of information and is not intended to be the primary basis for investment, tax or legal decisions. It should not be construed as advice designed to meet the particular needs of an individual investor. Please seek the advice of a financial advisor regarding your particular financial concerns. Consult with your tax advisor or attorney regarding specific tax or legal issues. |
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Luke R. Reinhard, Senior Financial Advisor and a Business Financial Advisor, Reinhard & Associates Inc. |
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Luke R. Reinhard, a Senior Financial Advisor and a Business Financial Advisor is the registered principal of Reinhard & Associates Inc., a financial advisory practice of American Express Financial Advisor Inc. and has provided financial advise to business owners for more than 10 years. He was previously an Investment Manager for a privately-held, international investment firm in New York , New York . He holds the following designations: a Chartered Financial Consultant, Certified Financial Planner TM , a Registered Employee Benefits Consultant and Registered Health Underwriter, a B.S.C.E in Engineering from Purdue University and a Masters in Finance from the University of Chicago.
American Express Financial Advisors Inc. and IDS Life Insurance Company. Members NASD. Insurance and annuity products are issued by IDS Life Insurance Company, an American Express company, Minneapolis , MN . American Express Company is separate from American Express Financial Advisors and is not a broker-dealer. |
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Paul Capuzziello, Founder, LifeBridge Company |
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For the last 14 years Paul Capuzziello has helped discerning affluent people and their advisors see new possibilities and improve results in their lives, businesses and finances. After years in the financial services industry, Paul became tired of product-centered solutions. He wanted to focus on his clients' greatest needs and wants, not solely on their finances, and subsequently was introduced to Bruce Wright the creator of Macro Strategic Planning ® . Paul was among the first Licensed and Certified Macro Strategic Planning ® Advisors in the United States and founded the LifeBridge Company.
LifeBridge helps its clients articulate their Ideal Life and then helps them build a bridge that spans the chasm that exists between their current life and their desired results. Paul's passion is helping people discover their options and opportunities and then facilitating the execution of a well thought out written plan through dynamic execution of the details.
The LifeBridge Company has been working with clients in the New England area and is now expanding to accept clients nationally. If you would like information about the LifeBridge Company, you can visit the website at www.thelifebridgeco.us. |
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Avery Kanfer, Intuitive Counselor & Holistic Healer |
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Born in Brooklyn , NY , Avery Kanfer is a a nationally known Intuitive Counselor & Holistic Healer whose over 3,500 individual clients include world famous athletes and entertainers. Headquartered in Rockville , MD , Avery lectures at psychological institutions and colleges across the country. His teachings have been the feature of numerous radio and television broadcasts. |
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