Center's Faculty

Harlan Accola, CRMP, CSA

Noted Author and Expert on Reverse Mortgages

Paul J. Cella, ChFC, CLU

Expert in providing financial and consulting services to physicians, professionals, and business owners.

Curtis V. Cloke, CLTC, LUTF, RICP®

Pre-eminent expert in maximizing retirement cash flow

Kirk Conole

Expert in Increasing Business Cash-Flow, Profit, and Equity Value

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

Brian Edelman

Nationally Recognized Cyber-Security Expert and CEO at FCI

Brad Etheridge

Chairman of Membership Committee, The Center for Tax Strategies and Resources

Bruce Gendein

Qualified Plan Expert

Bruce Givner, Esq.

Pre-eminent Tax Attorney

Peter Hibbard

Expert in Qualified and Non-Qualified Plans with Over 50 Years Experience

Rick Jaye, AIF®, CRC®

Member of the National Center of Employee Ownership (NCEO) and the ESOP Association

Kevin Jerry, MST

Master of Science in Technology and Partner of Tangible Property Tax Methods

Kevin Knebl

LinkedIn’s Most Recommended Business Speaker of 2020

Shelley Lightfoot

Executive Director, The Southern California Institute (SCI)

Jerry Mainardi

Managing Partner/Client Success Officer, Selling Technologies, and Video Marketing Pioneer

Scott R. McHenry, FCA, MAAA, MSEA

National Leader and Provider of Innovative Qualified Plan Designs and Retirement Tax Mitigation Strategies

Alek Melkumov

National Annuity Product Expert

Kate Oberbillig

National Marketing Expert

David McKnight

Author & Educator of the Power of Zero

T. Mark Pace

National expert in Life Insurance Policy Management

Steven Piascik, CPA, MT

Specialist in Tax Reduction Plans

Don Prehn

Board Member and Senior Adviser for InsMark, Inc.

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

Darren Sugiyama

National Expert in Premium Financed Life Insurance

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

Jason Kurchner

Founder, Sage Consulting National Presence

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Phone:  (877) 258-2837