Legacy Leaders

Patty Durell is the CEO of Rock Solid Fitness, a personal training studio in Dunedin Florida. Through her younger years, she battled depression, addiction, and being bullied for being overweight. She joined Weight Watchers and lost a significant amount of weight. She got accepted into a Physical Therapy Assistant program and started to change her life for the better. She is a Master Level Personal...

Eric Holtzclaw is the Chief Strategist and dojo Master at Liger where he is the resident expert in guiding businesses to find their identities and core values, craft their visions, and establish their brands. He is a serial entrepreneur and host of The Claw podcast where he interviews business owners and entrepreneurs. Eric has contributed to magazines and online publications, and wrote the book,...

Sandy Pollack, CFP, CLU, TEP, FEA, MFA-P is the founder of Trimaran Advisory Group Ltd., a financial advisory firm that goes beyond traditional business and estate planning. Sandy and her team recognize the unique family dynamics, as well as personal and economic complexities, that entrepreneurs and self-employed professionals face. She has built an advisory firm based on the understanding that ea...

Charlie Bresler is not your typical philanthropist. With a background that includes being the former president of Men's Warehouse, his journey to making a positive impact has been anything but ordinary. Armed with a PhD in social and clinical psychology and a passion for social justice, he co-founded The Life You Can Save, a nonprofit organization dedicated to helping those living in extreme pover...

Ashly Guernaccini founded atCAUSE Law Office because she knows good legal representation is not a one-size-fits-all approach. Her practice focuses on estate planning (wills, trusts, healthcare directives), probate, intellectual property (trademarks & copyrights), and business law, specifically contract law, business transactions, dispute resolution, and entity formation. She can explain complex le...

Jessica Embree is an international bestseller, a story brand guide, and a marketing specialist with a passion for helping businesses grow. With a background in door-to-door sales at the young age of ten, she developed a love for marketing and understanding what drives people to make purchasing decisions. As the Creative Director at Tulip Media Group, she specializes in both print and digital marke...

Eric Raines received his law degree from Yale Law School and is a Certified Specialist in Estate Planning, Trust, and Probate Law by the State Bar of California Board of Legal Specialization. He earned his undergraduate degree at the University of Texas. His practice is focused on estate planning, business succession planning, charitable giving, trust administration, and probate. Prior to joining...

In a world filled with noise and distractions, where purpose often feels elusive, there is a beacon of hope. A podcast that has uncovered the secret to living a fulfilling and purpose-driven life. But what makes this podcast truly remarkable is the unexpected twist it holds. As our hosts Stan Miller and Katie Beth Hand reflect on the wisdom gained from their guests, they stumble upon a revelation...

Jack Walker is one of the founders of Walker Lambe, and has been practicing law for 50 years, serving clients and their families in matters including estate planning, trust and estate administration, tax planning, business succession planning, financial planning, and representation of nonprofit organizations. He has practiced in Durham his entire career and was the first attorney in Durham to be d...

Barbara Norman is the CEO of Sage Path Solutions, a boutique firm that offers financial planning for divorced and widowed women. She is the author of the bestselling book, “How to Be Happily Divorced.”  She hosts a weekly podcast, The Happiest Chapter, where she explores financial planning, legal, tax, and motivational life topics for divorced and widowed women. She is a fee-only advisor and adher...

Aviva Gordon is a highly accomplished attorney who has made significant contributions to the legal profession and the community in Nevada. As a member of both the Nevada and California bars, she has a wide range of expertise, including business litigation, estate planning, and legacy planning. Her track record includes successfully arguing before the Nevada Supreme Court and obtaining multi-millio...

Maureen Falvey is a Leadership Coach and Consultant who works with high-potential individuals and teams who want to lead with greater purpose, influence and effectiveness. Her results-based approach to coaching ensures that she and her clients go beyond having ‘nice conversations’ to instead create real and lasting transformation around clearly established goals. She measures her own success by wi...

Dustin Nichols, a highly skilled attorney based in Newport Beach, California, is an expert in estate planning and asset protection. With a focus on utilizing the Private Retirement Trust (PRT) for exemption planning, Dustin has established himself as a trusted advisor for California business owners and residents. Recognizing the complex legal landscape of the state, he helps his clients safeguard...

Nancy McKenna is a Money Coach with a passion for transforming the lives of single midlife women by helping them attain true financial freedom and independence. She has over 35 years of experience in corporate accounting and has spent the last 17 years being a successful real estate investor. Nancy brings the wealth of knowledge and practical expertise to her clients. She recognizes the unique obs...

Jacob is a managing attorney and Partner for InterVivos PLLC and the LSPN attorney network. He oversees and directs the firm’s operations and attorneys in the southwestern United States, but works with advisers and clients throughout the United States. His practice is focused primarily on planning for business owners and high-net-worth individuals in areas such as income and estate tax planning, b...

David Lucas is an associate in the Estates & Trusts and Business & Tax practice groups, focusing his practice in Estate Planning, Trust and Estate Administration, Business, and Elder Law. He provides extensive estate and legacy planning, asset protection planning, retirement planning, and business planning services to individuals and businesses. His main objective is to provide his clients with a...

Roseann Murray is a native of Denver, Colorado. She is licensed to practice law before the Colorado Bar and the United States District Court for the District of Colorado. Her focus is primarily on elder law, including Medicaid planning, guardianship and conservatorship; estate planning and estate administration (probate); and Social Security Disability. She obtained her Juris Doctorate and LL.M. (...

Owner of I Write Writing Academy, LaNette Kincaide is a Christian author, Writing Coach, Certified Grief Coach and Social Media Strategist. I Write Writing Academy, LLC is a company that helps writers, aspiring authors and creatives write and share their stories in the form of a book. She is also a Marine wife, mother and grandmother who loves to write, cook and meet new people. She earned a Bache...

Luis Scott - a highly respected attorney, sought-after speaker, author, and dynamic entrepreneur. Co-founder of 8 Figure Firm Consulting and Bader Scott Injury Lawyers, Luis’s entrepreneurial spirit has revolutionized the legal profession. His unique planning and implementation strategies have helped numerous leaders accelerate their businesses' growth, building in predictability, and ultimately,...

William Jeffcoat, a man on a mission to transform the lives of veterans. Rooted in his experience as a war dog handler during his service as a sergeant with the United States Marine Corps in the Vietnam War, he developed a deep understanding of the healing relationships between humans and dogs. As the president of Life Changing Service Dogs for Veterans, he proficiently utilizes this knowledge to...

Tom Zeeb is a real estate expert who took the plunge into the industry with a desire for autonomy and purpose. From being a disenchanted employee facing a mountain of debt to a successful entrepreneur, Tom's journey is an inspiration for anyone seeking financial freedom. The catalyst was a whitewater rafting incident, which led him to rethink his life choices, converging his newfound resilience wi...

Halah is a highly knowledgeable and compassionate real estate agent who always puts her clients first. With a passion for helping people find their dream homes, Halah is known for her kind, personable nature and her unwavering commitment to ensuring that every client feels heard and understood. She takes the time to get to know each of her clients, and her extensive expertise in the real estate in...

Barry E. Haimo is a licensed attorney in Florida and New York, specializing in estate and business planning. He helps families with estate and asset protection and advises businesses (LLCs, LPs, LLPs, corporations) on their organization, formation, taxation, asset protection, and operation. He is known for his personal approach and frequently gives seminars on tax and estate planning. He earned a...

Dianna Kokoszka is an entrepreneur, keynote speaker, author and award-winning mentor. Dedicating 13 years as CEO of KW MAPS Coaching and Training at Keller Williams Realty International, she played a pivotal role in propelling the company to become the largest and most profitable coaching enterprise in the real estate industry. As innovator and creator of the KW BOLD Experience and Coaching Skills...

Christine M. Fitzgerald is an attorney at Robberson Schroedter LLP, specializing in complex commercial litigation, business bankruptcy, and creditor's rights. Her experience includes representing clients in contract disputes, trade secret cases, and other business torts. She also handles bankruptcy cases (Chapter 7, 11, and 13) for creditors, financial institutions, and debtors, along with pre-ins...