Legacy Leaders

Jonathan Huza is a seasoned lawyer specializing in estate planning, real estate, and corporate commercial law. He assists high net worth individuals, business owners, and farmers in creating tailored estate planning solutions. Jonathan emphasizes the importance of professional guidance in estate planning, as misconceptions often lead to issues such as improper asset distribution and invalidation o...

One of the six founders of Elkins Kalt Weintraub Reuben Gartside LLP, Bill specializes in estate planning, transactional tax planning, and tax controversies. His wealth transfer and estate planning clients include high- and ultra-high net worth individuals and families, professional athletes, entertainers and business owners throughout Southern California. Some estate plan clients require sophisti...

Karen M. Hennecy has 26 years of experience exclusively in probate, trusts and elder law. Part of her elder law practice includes assisting families dealing with elder abuse with a goal to help minimize or eliminate exposure to elder abuse and provide peace of mind. Additionally, she has significant experience working with families whose lives have been affected by Alzheimer’s and dementia. Her pr...

Derek built, operated, and sold a successful family business after 12 years, and now dedicates his life to imparting that experience to business owners and their key employees. From recruiting and retaining a superior team, to succession planning, to sales training and revenue growth, to managing expenses and company financial statements: Derek has been there. As a business owner, managing cash fl...

Jim’s entire career has been devoted to finance. Jim received his bachelor’s degree in accounting from Northern Illinois in 1994. He became a CPA, and then worked for a privately held firm in various financial capacities and as a controller for a division of a large company. However, even while he was in school for accounting, Jim knew he didn’t want to spend my career as an accountant. Jim decide...

Gena Merrill is a lawyer at the Oakley Law group in Burbank, specializing in estate planning. With a background in law and a passion for helping others, Gena decided to focus her practice on estate planning to assist individuals in avoiding negative outcomes and providing them with a sense of peace and confidence. With experience in cases where individuals have put off estate planning, resulting i...

Dan Steininger, a prominent figure in the field of business leadership, is a respected author, speaker, and advisor dedicated to nurturing innovation. Known for his insightful books on innovation, Dan has been a contributing columnist for the Biz Times with a column titled Innovate or Die. At the helm of Steininger & Associates, he equips businesses from diverse sectors with the tools for innovati...

Joseph has over 20 years of sales and management experience and is the Agency Owner of Brightway Insurance, The Janicki Agency in Lake Zurich. Brightway is a local, independent insurance agency offering clients more convenience and a better way to buy insurance with access to more insurance companies than any other agency. Their focus on the community and dedication to providing an exceptional cli...

Eric has served over 20 years in the financial industry and co-owns a national financial planning company dedicated to serving the needs of healthcare owners. He has personally had over 20,000 conversations with practice owners at every phase of ownership. He has published countless articles, videos, and podcasts on various financial topics and is an expert on matters concerning creating economic...

Emma received her JD from Osgoode Hall Law School in 2009 and was called to the bar in 2010. She is a member of the Law Society of Ontario, the Canadian Bar Association, the Ontario Bar Association, the Women’s Law Association and the Canadian Hispanic Bar Association. While having focused her practice on real estate for over ten years, Emma loves the interplay of estate planning and corporate law...

Andy is a seasoned hospitality and travel entrepreneur at American Meetings Incorporated (AMI), a global meeting events agency. His passion for travel, influenced by his father's love for exploring different countries, has shaped his perspective on creating authentic and unique experiences for business travelers. Andy believes in curating the travel experience beyond just staying in a hotel and at...

After 12 years as a real estate transaction coordinator, Dawn decided to become a real estate broker and establish The Bremer Team. Dawn is the dynamic force and woman leader that created a real estate team that cares about their clients. She prides herself on guiding her clients through every step of the home buying and selling process. Her thorough knowledge and understanding of the real estate...

Jonathan Blau is the founder and Chief Executive Officer of Fusion Family Wealth, a Long Island-based, fee-only, registered investment advisory firm. His investment philosophy is centered on helping shape positive money behavior and by teaching wealthy people to consistently make rational financial decisions under uncertainty. As an industry thought leader in behavioral finance – helping investors...

A Certified Financial Planner Professional (CFP®) as well as a Certified Public Accountant (CPA), Lisa Crosta is the Director of Wealth Management of BPP Wealth Solutions, where she helps her clients better understand their financial picture so they can achieve their dreams. Having gone through divorce and raising three kids on her own, Lisa aims to help other women who find themselves in tough si...

Don is a second-generation Pinellas County native who has been practicing law for over a decade. He spent the first eleven years of his legal career working for the Public Defender’s Office in the Sixth Judicial Circuit where he was lead counsel in over two dozen criminal jury trials, trying everything from DUI to Murder in the First Degree. Many of the cases he took to trial resulted in Not Guilt...

Kate Hufnagel is the Founder and CEO of The Digital WranglerTM. As an estate and legacy organizer, speaker, educator and coach, she helps inspires individuals to do the important work that nobody likes to talk about. After a mind-blowing 25-year career in big tech, Kate founded her business to put all her know-how and life experiences to work to make things easier for those left behind when the in...

Listen to this inspiring Legacy Leaders episode about Cars for Ukraine. Here is what to expect on this week’s show: ●      Stan discusses the Cars for Ukraine volunteer initiative and why it’s important to him. ●      Stan tells Katie Beth about his trip to Ukraine and his interaction with the soldiers and civilians. ●      Stan and Katie Beth agree we can’t win a way alone, but we can all help an...

Justin Frisco is a highly experienced financial advisor with over 20 years of expertise in working with family-owned businesses. He has built a strong reputation for his ability to assist small, closely held businesses in navigating the complexities of financial planning. Justin's extensive network of trusted advisors and client referrals has been instrumental in his success. As a member of the Pr...

Adam Hurd brings over two decades of experience in financial services, having owned a financial planning firm and worked in banking for a decade. With a focus on helping business owners understand how to run their businesses and become effective leaders, Adam's unique background in financial planning and business advice adds valuable insights to the discussion on overcoming limiting beliefs and ma...

Amanda Keith is a highly knowledgeable and qualified professional in the field of reverse mortgages. With her background as a CPA and years of experience, she brings a deep understanding of financial matters to her role as a reverse mortgage specialist at Mutual of Omaha. Her expertise lies in assisting mature Americans aged 55 and over in leveraging the equity in their homes for a more secure ret...

Jon Morris is a serial entrepreneur and the founder and CEO of Ramsay Innovations. With an impressive track record, he grew his previous company, Rise Interactive, from a one-person shop to one of the largest independent marketing agencies in the world, achieving consistent year-over-year revenue growth. After selling Rise, he found his passion in helping fellow entrepreneurs grow their businesses...

Richard Wira is a seasoned insurance professional with over 50 years of experience in the industry. As the managing director of Cool Springs Financial and president of Equote.com, he developed a deep understanding of the financial benefits of life insurance. He is passionate about helping small business owners attract and retain key employees through the use of life insurance policies as a long-te...

Ed Spinks is an attorney specializing in elder law and estate planning. With a unique background that includes serving in the military and working as a firefighter, he brings a diverse perspective to his practice. He has over 25 years of experience, including 10 years as a lawyer for the Marine Corps. At Spinks Law Firm, Ed focuses on three main areas: elder law, estate planning, and special needs...

Matt Rinkey is a Certified Exit Planning Advisor and the Founder and Chief Financial Life Officer of Illumination Wealth. Matt and his team specialize in working with entrepreneurial families, particularly those navigating the complexities of business exit, an expanding investment portfolio, and family wealth transfer planning, offering tailored financial guidance through every stage of their jour...

Bill Cates, CSP, CPAE, is the President of Referral Coach International and the author of Get More Referrals Now, Beyond Referrals, and Radical Relevance. He is the founder of The Cates Academy for Relationship Marketing™, as well as the host of the Top Advisor Podcast. He has helped financial professionals move from incremental growth to exponential growth by communicating more compelling value a...