Legacy Leaders

Lauren Williams, co-founder of Prosper Plan, has a unique perspective on financial planning shaped by her early exposure to economics through her mother's career in the oil industry in Houston. Her passion for organizing and managing money began in her youth, leading her to shift from an initial path in special education to a career in finance, starting at Wachovia Securities. As a military wife a...

Darby, a former Marine Corps infantryman, views his military experience as a pivotal chapter in his life, imparting invaluable lessons in endurance, discipline, and perseverance. He attributes his resilience to the rigorous challenges he faced during his service, from enduring harsh environments to the emotional trials of missing significant family moments, such as his daughter's birth. Inspired b...

Thomas Blottenberger, CFP, ChFC, ABFP, is the co-founder of Paradigm Shift Financial, where he helps individuals align their mindset and investments with their greater purpose. Entering financial planning in 2010, he was disheartened by the industry's focus on commissions over people—until discovering Matson Money’s principles, sparking his own paradigm shift. Since co-founding Paradigm Shift Fina...

Legacy Leaders with Katie Beth Hand and Stan Miller Episode 204 with   John Scott and Kip Bilderback are renowned experts in law firm operations, each bringing a unique perspective to improving efficiency and profitability. John, a CPA partner at Anders in St. Louis, focuses on financial management and the strategic tracking of data to maximize a firm's cash flow and production capacity, a theme e...

Will Henshaw, the CEO and visionary behind Metal, views the group as a distinctive community that brings together successful men from diverse backgrounds, including media, entertainment, and technology. He believes that by being part of Metal, men can enhance their roles as husbands, business partners, and overall individuals, benefiting from the camaraderie and shared values within the group. Des...

C.L. Huddleston, founder of Huddleston Law Group, focuses on estate and "Health & Wealth" planning, including trusts, business succession, and tax strategies. He is a founding member of WealthCounsel, Ohio Certified Specialist in Estate Planning, and co-author of For Ohio Doctors. Admitted to the U.S. and Ohio Supreme Courts, he has earned top attorney ratings and the Leave A Legacy Award.   Liste...

Greg Pirkle is a business law attorney specializing in taxation, estate planning, and exempt organizations. He advises on tax implications of mergers, reorganizations, and executive compensation. His estate planning expertise includes trusts, partnerships, and charitable foundations. Greg also counsels exempt organizations on compliance, restructuring, and joint ventures. He is the managing partne...

Gary D. Heldt, Jr., CPA, is the owner of Small Business Advisors in Gambrills, Maryland, serving clients in Maryland, Virginia, and Washington, DC. With over 30 years of experience, he provides accounting and consulting services to business owners and individuals. A Premier Tax Coach in Anne Arundel County, Gary goes beyond tax preparation—helping clients shape their financial future, strengthen t...

Daniel earned his Juris Doctor from Widener University School of Law, graduating magna cum laude and serving as an internal editor for the Widener Law Review. He began his career as a judicial clerk for the Court of Common Pleas of Lancaster County. With a diverse legal background in commercial litigation, maritime law, and suretyship, he later ran a family law practice for 12 years. For the past...

Greg, a distinguished attorney with a background in finance and law, has seamlessly transitioned from contract law to specialize in estate planning. With over 17 years of experience, Greg's commitment to making estate planning accessible and efficient has helped thousands of clients secure their financial futures. Join us to discover Greg's unique approach to overcoming procrastination and ensurin...

Known as “The Connector,” Georgette Pascale has over 25 years of experience in PR, marketing, communications, digital, social media, IR, business development, entrepreneurship, and agency leadership (the agency she founded, grew, and sold was completely virtual two decades ago, way pre pandemic). She is a recognized speaker and highlights her best accomplishments are being a single mom and boxer,...

Richard Mills is a Michigan-based estate planning attorney specializing in trusts, charitable giving, and estate administration. As Senior Counsel at Smith, Haughey, Rice & Roegge, he helps clients achieve philanthropic and financial goals. A leader in shaping Michigan’s trust laws, Rick has also testified before the Department of Treasury on donor-advised funds and co-edits Drafting the Michigan...

Carrie Zatelli is an attorney, entrepreneur, investor, and mother. She is the founder and president of Sky Capital, LLC, where she helps investors achieve financial freedom through multifamily apartment investments, ensuring safe and clean living environments.   Before her work in multifamily investing, Carrie co-founded Walkway Restoration, Inc. in 2014, specializing in sidewalk safety and compli...

John Scott, a Partner in Tax at Anders for over 30 years, specializes in advising law firms on maximizing profits and minimizing taxes. With a proven track record, he has guided firms of all sizes in optimizing cash flow, leveraging KPIs, and navigating complex tax codes.   John analyzes financial statements to identify actionable strategies for improving profitability and cash flow. He helps law...

Randy Gravitt is an author, speaker, and executive coach who encourages leaders to reach their potential. In 2014, Randy founded Lead Every Day, where he currently serves as the CEO (Chief Encouragement Officer), leading a team of coaches and consultants who work with high-performance leaders, organizations, and teams around the world. As a speaker, Randy delivers keynotes and training workshops o...

Dustin I. Nichols is the Managing Attorney at The Law Office of Dustin I. Nichols, A PC in Newport Beach, California. For over 29 years, Dustin has worked as a practitioner providing clients with common sense and uncommon thinking in the areas of comprehensive domestic and foreign integrated corporate, estate and business planning strategies, including niche retirement planning for California resi...

Paige Arnof-Fenn is the founder & CEO of global marketing and branding firm Mavens & Moguls based in Cambridge, MA.  Her clients include Microsoft, Virgin, The New York Times Company, Colgate, venture-backed startups as well as non profit organizations.  She graduated from Stanford University and Harvard Business School.  Paige serves on several Boards, is a popular speaker and columnist who has w...

Nicholas Pope's mission is to have a positive impact on people. Professionally, he has chosen to help clients and their families plan for and maintain a financial sense of confidence by implementing strategies designed to preserve the wealth clients have created and helping to build a legacy for future generations.   Listen to this informative Legacy Leaders episode with Nicholas Pope about tailor...

Dr. Lynn Banis is passionate about empowering others through her expertise in human behavior and development. Several years ago, she made the challenging decision to close her long-term coaching practice to care for her mother until her passing. In the span of just three years, Dr. Banis experienced profound personal loss, losing her mother, younger brother, and husband. Emerging from this dark pe...

Chris Vermeulen is a financial expert who challenges conventional investing wisdom and believes that investors should only own rising assets. With over 25 years of experience, Chris shares an alternative investment style called Asset Revesting that allows investors to achieve higher returns, lower drawdowns, and profit from bear markets.   Listen to this informative Legacy Leaders episode with Chr...

Attorney Patrick Phancao brings a global perspective to his practice, having lived in Europe, Asia, and Africa. After law school, he gained financial industry experience as Assistant Legal Counsel for a French bank abroad and later as Legal Counsel for a Los Angeles nutrients company, where he handled Patents, Trademarks, Corporate Governance, and Asset Protection. In California, Mr. Phancao set t...

Bill, a 1981 graduate of Cumberland School of Law, has over 40 years of legal experience, focusing on elder law, estate planning, and probate. After roles in the banking industry and planned giving, he founded The Alabama Elder Care Law Firm, LLC. His practice helps seniors with Medicaid planning, VA benefits, and estate matters.   Bill has held leadership roles with the Alabama State Bar and Jeff...

Nirit Cohen is an HR Strategist, a future of work expert, and bridge builder between emerging trends and practical solutions. Nirit worked for Intel for almost 30 years in finance, human resources, mergers and acquisitions, in Israel, Europe, the United States and in global responsibility. Today she is a known influencer and speaker on the future of work and the changes to careers, management, org...

Bennett Braverman is a dedicated trusts and estates planning attorney with the Braverman Law Group, LLC, based in Boulder, Colorado. With a deep commitment to helping clients secure their legacies, Bennett brings expertise and compassion to his practice. Outside of work, he enjoys an active lifestyle, indulging in running, biking, hiking, and meditation. A lover of good books, movies, and quality...

Peter W. Kingma, author of CASH IS KING, leads the working capital practice in the Americas for Ernst & Young LLP. With over thirty years of experience, he advises global companies on all aspects of cash management across such sectors as manufacturing, consumer products, retail, aerospace, and defense. He has written for publications including CFO Magazine and CNBC online. Kingma, who earned a BS...