Legacy Leaders

Mikhak Ghorban is a specialist when it comes to family law and immigration, serving the diverse community of San Diego, California. With an initial interest in political law, her trajectory took a turn during her law studies, and she found herself propelled into the world of corporate law. Now, with an enviable blend of corporate and familial legal knowledge, she helps individuals through the comp...

John Creekmur is a well-respected authority in the financial planning industry with a passion for aiding individuals in building and securing their wealth. Even during his teens, he wanted to be in the financial field and, as a result, he pursued his bachelor’s degree in accounting and finance from Cedarville University. In addition, he has completed a Master of Business Administration degree and...

Vance is a seasoned entrepreneur, CEO, and lawyer with over 30 years of experience. He co-founded successful software companies like Cherwell Software and GoldMine Software. He was also the CEO of the National Cybersecurity Center and received prestigious awards for his entrepreneurial achievements. He currently serves as co-founder and executive director of Exponential Impact, an entrepreneur acc...

Peter Matthies, is a former venture capitalist who embarked on a journey of self-discovery and founded the Conscious Business Institute. Originally from Germany, he began his career in electronic engineering and consulting before starting his own software company. Searching for a deeper purpose in life, he sold his shares and moved to California, immersing himself in tech and finance while also ex...

Meet Jim Rowe, an author, speaker, and marketing expert who has carved an impressive path in the world of strategic brand marketing over the years. With countless career milestones including launching an innovative ad agency and holding the title of outsourced Chief Marketing Officer for numerous clients, his journey is one of consistent adaptation and evolving expertise. His core belief in the po...

Pat Dillon, a passionate farming lawyer, embodies the profound knowledge and understanding of agricultural laws, making him highly valued by the rural communities in Northeast Iowa. For almost two decades he has been providing legal support to farmers, Ag businesses, and small entrepreneurs with an unmatched zeal and dedication. As an integral part of the American Agricultural Law Association and...

Jake Carlson is a gifted storyteller, lawyer, and entrepreneur who specializes in estate planning. Known for his natural charisma and his ability to form immediate connections with others, Jake's approach to law is deeply personal. His work centers around helping individuals protect their assets and ensuring a smooth transfer of wealth to their loved ones. He earned his law degree from California...

Frank Sinclair, a talented and accomplished individual who has dedicated his life to encouraging and empowering others. Born into segregation and raised in poverty, he didn't let these challenges define him. Instead, he used his love for reading and personal development to overcome his circumstances and make a significant impact in the lives of others. As a speaker, author, and founder of Dream Ag...

John DeSantis, a seasoned attorney specializing in estate planning and tax law. With a background in accounting, he attended St. John's Law School while working as a CPA, making him an expert in both fields. He has substantial experience in helping clients understand their options and craft the best plan for their estate, ensuring that their assets are distributed in line with their wishes. John's...

Anjali Patel is an accomplished attorney who has dedicated her career to helping small business owners and individuals navigate the complexities of civil litigation and transactional matters. With a passion for business formation, strategy, estate planning, and employment matters, she consistently provides her clients with creative and practical solutions to avoid costly litigation. Born and raise...

Justin Smith, a financial advisor and wealth management expert with 18 years of experience in the industry. With a keen interest in investments and taxes, he has dedicated his career to helping corporate executives and individuals in the C-suite navigate the complexities of tax planning. Recently, his focus has shifted towards advising clients on hybrid retirement and semi-retirement, helping them...

Zale Dowlen, a multifaceted attorney with a heart for helping others, shares his insights on working with churches on church planning and security teams. With a unique background in insurance, estate planning, and personal injury law, he brings a wealth of knowledge and experience to the table. His passion for ministry and serving others shines through in his work, as he strives to create a safe a...

Darren Wurz is a respected authority on retirement planning for law firm owners, as well as a published author and national public speaker. As an experienced financial planner, He specializes in helping law firm owners plan and prepare for retirement and succession. He is the author of The Lawyer Millionaire: The Complete Guide for Attorneys on Maximizing Wealth, Minimizing Taxes, and Retiring wit...

Jeff Meyerson, a seasoned attorney specializing in estate planning and corporate law. With a knack for building personal and professional relationships with his clients, he takes a fresh approach to the legal world. Originally from Tucson, Arizona, he pursued a career as a pro golfer before attending law school at the University of Arizona. Over the years, he has represented a diverse range of cli...

Lee Poskanzer is the CEO of Directive Communication Systems (DCS), a technology company delivering digital asset property succession management solutions for professional advisors, their clients, and Representatives involved with managing wealth and estate planning, and administration. Prior to launching DCS, he successfully led product innovation for many of the most recognized Fortune 500 compan...

Sandra Portney, a highly skilled attorney with over 25 years of experience in corporate and real estate transactions, tax succession, estate planning, and business disputes. Sandra's passion for helping entrepreneurs and businesses succeed shines through her work with both emerging and established companies, along with nonprofit organizations. She is a proud graduate of Arizona State University Co...

Taylor Kovar, a passionate entrepreneur and founder of Kovar Wealth, is a dedicated advocate for financial education and legacy-building through serving others. With his unique background, Taylor has taken his experiences from growing up in a converted barn in East Texas to becoming a successful business owner and Certified Financial Planner. He believes in the power of hard work and perseverance,...

Lois Vitti is passionate about helping clients through difficult circumstances. She handles family matters, including, high net-worth divorces, support, and custody matters. She also assists clients with family conflicts arising from powers of attorney, guardianship, wills, and estate administration. She is trained as a mediator and collaborative attorney. She often speaks at conferences, universi...

Keith Brandt, a financial advisor with a wealth of experience, brings a unique perspective to managing complicated family situations. With over 40 years in the industry, Keith has seen it all, and he's been a trusted advisor to countless clients, especially women in financial transition. As a co-founder of California Wealth Transitions, Keith has developed a keen understanding of the complex needs...

Debi Ronca is both Founder and CEO of Sequoia Transitions Life Coaching, coaching you to higher heights, rooted in strength and clarity. She is an International Best-Selling Author, Certified Transition Life Coach, Speaker, and Certified DISC Trainer with The John Maxwell Team. She is the Host to her podcast called, The Transition Bridge Podcast. Debi is also a Trained Prayer Minister with Elijah...

Mike Hood is a California native and has lived in San Diego most of his life. Much of his free time is spent with his wife of 40 years, his 3 children, and 3 grandchildren. Other interests and hobbies include music, movies, golf, and weekly church and temple service. He has been in the Financial Services Industry for over 35 years. His professional designations include Accredited Estate Planner, C...

David Hancock founded Morgan James Publishing in 2003 and has revolutionized book publishing from the author’s standpoint. As Founder of Morgan James, he was personally selected for Fast Company Magazine’s Fast 50 for his leadership, creative thinking, significant accomplishments, and his significant impact on the industry over the next ten years. David was cited by NASDAQ as one of the world’s mo...

Vance Barse is a financial planning expert who believes in the power of addressing the human experience in his work. With over a decade of experience in the industry and a unique journey that led him to become a financial advisor, Vance has a knack for connecting with his clients on a personal level. He has found his true calling in serving as a financial steward for families, making sure that the...

Michael was a former educator, so naturally, his approach to working with clients is through guidance and education. Michael and his wife, Carla, reside in Cedar Rapids and are proud parents of three wonderful children. He enjoys spending time with family and friends, traveling, hiking, biking, and reading. Michael has been in the financial and insurance business for 14 years. He works with client...

Jason Lavely is a dedicated financial advisor at Edward Jones in San Diego who truly understands the importance of helping clients make sound financial decisions. Having served in the army and earned a degree in civil engineering, Jason brings a unique perspective to the world of finance. His personal passion for learning about investments and money management led him to his current profession whe...