Team & Faculty
Robert A. Brown
Director of Operations, The Center for Tax Strategies and Resources
Curtis V. Cloke, CLTC, LUTF, RICP®
Pre-eminent expert in maximizing retirement cash flow
Vincent M. D’Addona, MSFS, CLU®, ChFC®, CExP®, RICP®, AEP® (Distinguished)
All time production leader at Guardian Life
Walt Dallas, Esq., LLM (Tax)
Specialist in Tax Reduction Plans
Jeffrey A. Dunham
Chairman and CEO of Dunham & Associates Investment Counsel, Inc., and Dunham Trust Company
Brad Etheridge
Chief Marketing Officer, The Center for Tax Strategies and Resources
Kari Gillenwater
VP of Marketing, The Center for Tax Strategies and Resources
Bruce Givner, Esq.
Pre-eminent Tax Attorney
Rick Jaye, AIF®, CRC®
Member of the National Center of Employee Ownership (NCEO) and the ESOP Association
Kevin Knebl
LinkedIn’s Most Recommended Business Speaker of 2020
Jason Kurchner
Founder, Sage Consulting National Presence
Shelley Lightfoot
Executive Director, The Southern California Institute (SCI)
Jerry Mainardi
Managing Partner/Client Success Officer, Selling Technologies, and Video Marketing Pioneer
Todd Mardis
Specialist in Tax Reduction Plans
T. Mark Pace
National expert in Life Insurance Policy Management
Steven Piascik, CPA, MT
Specialist in Tax Reduction Plans
Don Prehn
InsMark Software Expert
Dr. Vicki Rackner, MD, FACS
Advisory Board Chair, Doctors Academy of Economics
Simon Singer, CFP®, CAP®, RFC®
Founder, The Center for Tax Strategies and Resources
Joe Strazzeri, Esq.
Creator of the Southern California Institute/Laureate Training Program
Todd S. Weiner
Chief Operating Officer, The Center for Tax Strategies and Resources
John W. Wheeler Jr., CFP, CLU, ChFC, CRPC, LUTCF
Member of the American College Faculty on Retirement Planning
Michael J. Zelch
Income Tax & Retirement Planning Expert and Actuarial Consultant
Daniel Zeplain
Unique Senior Settlement expert specializing in increased efficiency for clients
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