Legacy Leaders

Gary Goldberg, a compassionate financial advisor with over 30 years of experience, is known for his ability to connect with clients on a personal level. Gary's background includes helping his own family overcome financial difficulties, which has led him to focus on assisting others in achieving a stress-free retirement. His expertise extends to working with marginalized communities, such as LGBTQ+...

About Mary Browning: Mary Browning is a legal practice assistant at Cole Schotz P.C. with twenty years of experience in tax, trusts, and estates law, mastering the fields through her undergraduate years at Columbia and through earning her Master of Laws at New York University and Doctor of Laws in Seton Hall University School of Law. Mary is licensed to practice in New York and New Jersey, earning...

Ruth Farrington, a retail and wholesale legend, has over four decades of experience in the industry. Starting from a young age, her passion and dedication to sales have led her to become an expert in her field. Ruth has honed her skills through various roles in retail, wholesale, and buying, working with a multitude of companies and people throughout her career. With her wealth of knowledge, Ruth...

Ron Zmuda is a rising star in the fields of estate planning, tax law, business law, and elder law. He believes that everyone needs estate planning, regardless of wealth, and works closely with clients to understand their unique needs and family dynamics. Ron is also a valuable resource for business owners, guiding them through the entire process from formation to succession planning. He holds a J....

Mike Fata is an entrepreneur, author, and speaker who has dedicated over 25 years of his life to studying and practicing natural health. Co-founding Manitoba Harvest Hemp Foods in 1998, he helped guide the strategic sale of the company to Tilray for $419 million in 2019. Since then, Mike has celebrated and supported other business ventures as an entrepreneur, investor, advisor, and mentor. He is t...

Zach Perecman is a personal injury trial lawyer and Managing Business Officer at The Perecman Firm. His father, a respected trial lawyer in New York City, inspired Zach to focus on civil litigation and constitutional law. Zach has achieved numerous career milestones, including being a John Marshall Harlan Scholar and serving as a staff editor on the New York Law School Law Review. He has received...

Get excited as Stan and Katie Beth take center stage for the much-awaited relaunch of the Your Life Your Legacy podcast, which has now been renamed as the Legacy Leaders Podcast! The new focus is on building better connections with professionals such as estate planning attorneys, financial advisors, realtors, and CPAs, as they share tips on enhancing client relationships and building a practice ba...

Ross Brannon is a financial advisor with a focus on specialized approaches to financial planning for dental professionals, helping clients achieve their financial dreams and goals without worry. His unique expertise lies in creating Tax Alpha strategies, which help investors outperform by taking advantage of tax-savings strategies that are largely esoteric. Ross works with high net worth & high-in...

Andre Regard is an accomplished lawyer and entrepreneur who has a diverse legal background and is an expert in various areas of law, such as personal injury claims, business litigation, and estate planning. He holds a degree in accounting from Georgetown University and has extensive experience as a CPA. Andre is also active in his community, serving on several boards, including the Kentucky Health...

Michelle Creeden is a skilled attorney with years of experience in various legal areas. She currently serves as Practice Administrator and head of litigation at the Law Office of Fox, Kohler and Associates, PLLC, where she leads a team of 20 lawyers across over 30 states. Michelle's focus on debtor rights and consumer protection drives her passion for helping clients with complex legal challenges,...

Dr. Jon Robert is an accomplished pediatrician who has dedicated his life to serving both his local community and communities abroad. With over four decades of experience, Dr. Jon provides excellent care to his patients at Hamilton West Family Medicine Clinic in Hot Springs, Arkansas. In addition to his work as a pediatrician, Dr. Jon is a passionate advocate for safe water access in underserved r...

Mary Vandenack is a highly accomplished and respected attorney with extensive expertise in tax, trusts and estates, business succession, high net worth estate planning, asset protection planning, executive compensation, tax dispute resolution, and philanthropy. As the CEO, Founding, and Managing Member of Vandenack Weaver LLC in Omaha, Nebraska, Mary provides exceptional legal services to business...

Rob Kosberg is an entrepreneur, business consultant, and publisher with over two decades of experience in the business. High-profile clients under his belt include world champion boxer Evander Holyfield and Shark Tank's Kevin Harrington. As the Founder of Best Seller Publishing, he has helped over 200 authors hit the best-seller list in 23 different industries. Rob is a sought-after speaker and bu...

Nancy Sharp is an influential writer, storyteller, and motivational speaker who has inspired many people through her experiences and teachings. Her widely published memoir, Both Sides Now: A True Story of Love, Loss, and Bold Living, is an inspiring and captivating tale of her journey through the tragic loss of her husband to a brain tumor and how she emerged from that difficult time with a renewe...

Patricia de Fonte is a well-respected estate planning attorney and the founder of De Fonte Law PC. She is dedicated to offering a unique approach to estate planning that goes beyond traditional methods and focuses on family harmony, personal values, and empowering heirs. With her expertise in the field, she has received recognition for her commitment to clients and ethics, being named to the 2021...

John M. Jennings is a prominent figure in the realm of wealth management as the President and Chief Strategist of St. Louis Trust & Family Office, a national wealth management firm with clients in 30 states. With over $10 billion in investment assets and $12 billion in total wealth under his leadership and guidance, John heads a team of financial experts who provide a high level of personalized se...

Hillary Vaillancourt is a leading advocate for families with special needs and a founding partner of The Vaillancourt Law Firm. With a personal connection to this work as the sister of a brother with special needs, she has made it her life's mission to empower and protect families like hers. Her tireless efforts have led to the drafting and adoption of the Deaf Child's Bill of Rights in Pennsylvan...

Christopher is a certified financial planner with over thirty years of experience helping small business owners, retirees, and families in achieving their financial goals and objectives. As the founder and principal of Elliott Wealth Management Services, LLC, with offices in Madison, Connecticut and Summerfield, Florida, he is committed to devoting as much time and effort as possible to clients to...

Natalie Felsenfeld has been practicing estate planning, estate administration, real estate, and business law since she graduated in 2016 from Pace University Law School. She originally started out as a tax associate, and then started doing more of the planning side and has been in private practice with multiple firms until 2020 when she started her own solo practice in upstate New York. Her practi...

With over six years of experience, Donald Cunningham, a financial service consultant and wealth coach has specialized in helping families and business owners by protecting their income, planning a tax-free retirement, and creating generational wealth protection. He was born and raised in St. Louis, Missouri, and just recently relocated to El Paso, Texas with his wife and kids. Listen to this infor...

During her 20 years as a notary and Signing Agent, Amy Seitz has become adept at recognizing trends and knowing what works and what doesn’t for her business. When she became a remote notary, she knew this was a game-changer for notaries across the nation. After a successful first few months, she became frustrated with the ongoing cost of the technology required for remote online notarization (RON)...

David Wright, Executive Director of Practice Development at M&O Marketing, recruits financial professionals and helps them reach new levels of success with their practice. David prioritizes the needs of everyone he works with and works diligently to ensure that they feel supported in the growth of their business. Using creative marketing, branding, and consultation, he has already proven to be a v...

A big-picture thinker who practices with precision, sharp insight and a touch of humor, Zakiya J. Norton delivers innovative, top-notch advice in terms everyone can understand. She serves as the Vice Chair for the Board of Directors of the non-profit, Cancer CAREpoint, which provides valuable services free of cost to all cancer patients and their families. Zakiya has also served as special liaison...

Kiah Jordan launched Impact Family Office to focus on the alignment of capital resources with an impact strategy. He implements long-term perspectives on the impact of, not only his clients’ balance sheet, but also their succession plans, wealth transfer plans, and philanthropic engagement. An advocate for socially conscious ventures and entrepreneurship, Kiah has volunteered much of his time to h...

Bill Cates is a high-energy speaker who motivates by sharing proven ideas and strategies that work. Bill has helped over 20,000 small business owners and salespeople build thriving referral-based businesses and has helped large companies increase sales and cut hundreds of thousands of dollars in marketing expenses at the same time.  Bill is the author of three popular books on referrals: Get More...