Center Faculty

Paul 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

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

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

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

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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Phone:  (877) 258-2837