Legacy Leaders

Hameed Dakroub is the founding member of Dakroub Group. His passion is to help others in any way that he can. He specializes in mainly estate planning and probate, he has knowledge and extensive experience in corporate law, bankruptcy, health care law, and more. He is constantly striving to make sure that his clients receive the absolute best legal services and prides himself on maintaining the hi...

Cory Gayman, President of JCG CPA Firm, specializes in coaching entrepreneurs and business owners in scaling their businesses. JCG offers comprehensive financial services across the United States. Some of the services they offer include Tax Preparation and Planning, Accounting & Bookkeeping, Payroll Processing, Business Consulting and Auditing & Assurance. Cory stands out for his commitment to his...

Chris Gordon, an expert in the field of estate planning and elder law, based in Colorado. With a background enriched by personal experience, he dedicated his career to helping individuals and families organize and secure their legacy. He has an innate ability to balance legal rigidity with empathetic counsel, tackling complex issues like asset protection, probate, and business succession planning...

Meet Rachel Renock, an unorthodox entrepreneur with a thriving passion for creative design, coupled with a knack for solid business acumen. Formerly an art director on big names like Hershey's and CoverGirl, Rachel's unique journey took her from crafting impressive advertising campaigns to co-founding Wethos. This venture emerges from her hands-on experience with the often-complex landscape of the...

Kristen J. Wilson is a Virginia-based Legacy and Estate Planning Attorney with a strong passion for helping individuals and families navigate estate planning complexities. Raised in Detroit and an alumna of Howard University, her legal journey was influenced by her early experiences in the entertainment industry. She earned her Juris Doctor degree, a Master of Laws in Taxation, and a Certificate i...

Jocelyn Margolin Borowsky is a recognized expert in estate planning, trust administration, and fiduciary litigation in Delaware, New Jersey, and Pennsylvania. Her academic journey began at the University of Pennsylvania Law School and culminated in obtaining a tax master's from New York University Law School. She reviews and prepares comprehensive estate plans, including wills, trusts, and advance...

Aaron Letzeiser is the Co-Founder & COO of Obie, a venture-backed insurance and risk management technology platform serving the 17 million real estate investors in the United States. Obie's digital quoting platform and instant rate options make it the easiest and most transparent way in the market today for investors to obtain coverage. Prior to founding Obie, Aaron started and grew several succes...

Scott Kyle is the CEO/Chief Investment Officer at Coastwise Capital Group, a boutique money management firm headquartered in La Jolla, California. He is responsible for strategic investments, portfolio management, and client relations. With over 30 years of experience in public and private company investments, he's executed billions in securities trades. He is also an 11-time Five Star Wealth Mana...

Daniel Goeckel is an estate planning and tax attorney serving clients in Athens, Georgia and the surrounding northeast Georgia area. In addition to estate planning and tax law, he also assists clients with probate and trust administration, Employee Retention Credit claims, and business formations and agreements. He earned his J.D. from the University of Georgia School of Law and his LL.M. in Taxat...

Kitty Hart is a seasoned sales and marketing professional, currently serving as the Vice President of Client Brand Experience at Heroic Productions. With over 28 years of experience, she excels in creating exceptional in-person, virtual, and hybrid events for large corporations. She specializes in helping brands discover their authentic stories and translating them into impactful strategies, namin...

Carla Fowler, MD PhD, founded THAXA in 2013 to merge strategy, productivity, and psychology in the realm of performance science. Her coaching, rooted in performance science, has aided numerous executives from various sectors, fostering strategic thinking, execution, and mindset. With a decade of experience, she distills performance principles into actionable methods, enhancing leaders' daily perfo...

Sam Mazzeo is a seasoned attorney whose distinct career path has given him a unique perspective on law. Founded his law firm, Better APC, with a focus on constantly improving every day, Sam and his team provide assistance to nonprofits, small and medium businesses, creative professionals, and solo entrepreneurs. His refreshing approach to law, which values accessibility and transparency is evidenc...

Mary Ann Pruitt is the CEO and President at Mosaic Media, a team of media buying experts and creative strategists specializing in advertising space negotiation, purchasing, and monitoring. With a background as a senior sales executive in major media outlets, she founded Mosaic to provide specialized media strategy services to agencies and marketing departments nationwide. Her leadership has driven...

Kevin J. Moore, a seasoned attorney and a third-generation Pasadenean, founded KJMLAW Partners in 1992 to invest in his hometown. The firm specializes in estate planning, trusts, probate, domestic/international business transactions, and tax services. With a strong court record, KJMLAW offers personalized financial attention. Kevin holds a Master of Laws (LL.M.) degree in International Taxation an...

Karen Eichman is your “friendly neighborhood attorney,” assisting people and businesses predominantly in the Chester County, Pennsylvania vicinity. She spent nearly 28 years in Kennett Square, initially as Business Manager and later as General Counsel, for a major US mushroom farming organization. She holds dual Bachelor of Science degrees in Business Administration and Accounting from Delaware St...

Colt Pierotti is a Private Wealth Advisor at Ameriprise Financial serving small business owners, corporate executives, and affluent families. His background includes financial planning, wealth transfer strategies, and portfolio analysis and construction. Colt and his team of six specialized investment professionals have the expertise and resources to provide clients with the highest caliber of ser...

Tom Schwab, an entrepreneurial force and author whose innovativeness has established him as a pioneer in podcast interview marketing. With roots rooted in the Midwest and an educational background forged in the U.S. Naval Academy, Tom's journey is as fascinating as it is inspiring. From running nuclear power plants to delivering masterful corporate solutions, his eclectic professional journey has...

Brett Hughes is a Certified Financial Planner (CFP) at Centura Wealth Advisory with over 15 years of experience serving high-net-worth individuals, corporate executives, and business owners. He lives in San Diego with his wife and son. Outside of the office, you can typically find him on his mountain bike or out camping with his family. He has a passion for helping others and does so through compr...

Lee R. Phillips is a prominent figure in the fields of law, finance, and education. He is a United States Supreme Court Counselor and Federal Tax Court Attorney with a diverse background. Holding advanced degrees in geology and chemistry, he's also been licensed in real estate, mortgage brokering, securities, and life insurance. He is nationally recognized for his expertise in business structuring...

Carolyn is a professional risk manager specializing in personal insurance for successful individuals and families. Her expertise lies in safeguarding tangible assets like luxury homes, vehicles, art, and more. She meticulously assesses risks and liability tied to these assets, providing comprehensive coverage against physical and online threats. With her extensive network, Carolyn matches clients...

Jeffrey Katz, a tax and business attorney started his law practice in 2000 after working as a solo tax accountant and CPA. Now, he's recognized by SuperLawyers as amongst the Top 5 percent of tax and estate lawyers in Maryland and Washington, DC. Over the last 20 years, he’s prepared over 5,000 estate plans and has administered over $100 million in estates and trust assets. He also represents “C”...

Meet Drew Powers, a seasoned financial advisor with a fascinating career trajectory. Borrowing insights from his early days of dealing cards at a casino, he understands that probability and statistics aren't intuitive for most people. This realization led him to his calling: helping others demystify complex financial issues. Part mathematician, part risk handler, he advises an array of clients, fr...

Raj Aujla, a highly specialized estate planning attorney at Aujla Legal based in Pasadena, California. His career journey alone is fascinating, having pivoted from pursuing a master's degree in cell and molecular biology to studying law and finding a unique intersection between the two fields. Now with nearly 13 years of legal experience, his strong focus is on facilitating the daunting yet vital...

Meet Solimar Rodriguez, an estate planning attorney with a zeal for protecting her clients' legacies. Born and raised in Puerto Rico, she has dual bar admission in Puerto Rico and Florida, providing her with a unique understanding of the legal systems. Soli's journey into law was not a straight path. Initially seeking a career in advertising and media, Soli heeded her family legacy in law, discove...

Gordon Fischer, a seasoned lawyer with over 25 years of experience reveals his strategies for making the estate planning process easy and stress-free for his clients. Fischer's background includes serving as a student government leader at the University of Iowa, earning a summa cum laude law degree from Southern Illinois University, and working as a clerk for the Iowa Court of Appeals. He was late...