My name is D. Paterson Cope, and I’m a CFP® in Birmingham, Alabama. I work with retirees and those close to retirement to grow their financial assets efficiently with the least amount of tax.
I am the oldest of all my siblings, including two brothers and two sisters. I was born in New York City, but I was raised in Miami, FL, where I grew up playing baseball and football. I graduated from Penn State University with a bachelor’s in Political Science and a minor in Philosophy. I then graduated from the University of Miami School of Law with a Juris Doctorate. Since then, I have been working as a family lawyer for Leinoff & Lemos, P.A. in Miami.
My name is Ron Cardenas, and I’m a passionate Human Resources Executive. For the past 11 years, I’ve worked at an agriculture holdings company in Omaha, Nebraska, progressing from Director to Senior Director to Vice President of Human Resources. During my tenure in Omaha, I led a team that developed and implemented employee retention strategies that reduced turnover rates by more than 50% in less than two years. As any knowledgeable HR professional will tell you, employee turnover costs can be detrimental to a company.
My name is David Malcolm, and I live in the great city of San Diego, CA. I’m the team cheerleader and chief creative officer. People don’t work ‘for me’ but are part of a team to drive performance and value. I’m also the president of over 20 companies (mostly owned by very wealthy beneficiaries of different trusts).
My name is Joey Klein, and I am the founder of Inner Matrix Systems, a company that focuses on training high achievers inside the art and science of personal mastery. We do that by employing our proprietary training systems inside of training, aligning, and rewiring emotions, thought strategies, and the nervous system to create the real-life results and outcomes that people are looking to achieve for themselves.
My name is Samuel Dewey. I am one of the many (some say ubiquitous) lawyers in Washington, D.C. I specialize in: (1) white collar investigations, compliance, and litigation; (2) regulatory compliance and litigation; and (3) complex public policy matters. Within these fields I am considered an expert in Congressional investigations.
Who are you, and what do you do? My name is Matthew Bussard and I am a Medicare Broker. What … Read more