WEALTH ADVISORY GROUP PLANNING SPECIALISTS

Bill Anderson, CLU® | ChFC®

Bill Anderson, CLU® | ChFC®

PLANNING SPECIALIST
WEALTH ADVISORY GROUP

Locations: | | |

Phone: 612.819.9204
Fax:651.207.5226

Bill Anderson is a specialist in the design and implementation of advanced planning strategies for families of significant wealth, entrepreneurs and professionals. For most of these clients, this involves working with their advisors to establish, fund and leverage multi-generational wealth strategies, frequently in tandem with philanthropic techniques.

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Bruce Popper, CFP® | ChFC®

Bruce Popper, CFP® | ChFC®

PLANNING SPECIALIST
WEALTH ADVISORY GROUP

Locations: | |

Phone: 713.412.6982

Bruce Popper provides sophisticated, client-tailored, tax efficient estate, asset protection, business succession, and charitable planning strategies to high net worth clientele of many highly regarded financial institutions in the United States. His responsibilities include face-to-face meetings with clients and their advisors to assess planning needs and objectives, analyze supplied data and develop strategies for plan implementation through client-selected practitioners.

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Bruce Rothbard, CLU® | ChFC®

Bruce Rothbard, CLU® | ChFC®

PLANNING SPECIALIST
WEALTH ADVISORY GROUP

Locations: |

Phone: 973.216.3713
Fax:214.210.5998

Bruce Rothbard provides sophisticated, client-tailored, tax efficient estate, asset protection, business succession and charitable planning strategies to the high net worth clientele of many highly regarded financial institutions in the United States. His responsibilities include face-to-face meetings with clients and their financial advisors to assess planning needs and objectives, analyze supplied data and develop strategies for plan implementation through client-selected practitioners.

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Dan Mythen

Dan Mythen

PLANNING SPECIALIST
WEALTH ADVISORY GROUP

Locations: | | | |

Phone: 206.660.9962
Fax: 214.210.5998

Dan Mythen is a specialist in the implementation and design of advanced planning strategies for families of significant wealth, entrepreneurs and professionals. For most of these clients this involves working with their advisors to establish, fund and leverage multigenerational wealth strategies, frequently in tandem with philanthropic techniques.

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Dan Schorgl, LUTCF

Dan Schorgl, LUTCF

PLANNING SPECIALIST
WEALTH ADVISORY GROUP

Locations: | | |

Phone: 913.220.5777 (mobile) | 913.327.9898 (office)
Fax:913.327.9696

Dan Schorgl is a specialist in the design and implementation of advanced planning strategies for families of significant wealth, entrepreneurs and professionals. For most of these clients, this involves working with their advisors to establish, fund and leverage multi-generational wealth strategies, frequently in tandem with philanthropic techniques. Mr. Schorgl’s extensive experience providing advanced technical and marketing support for financial advisors includes:

  • Client presentation assistance
  • Client seminars and advisor training classes
  • Technical assistance with case design and implementation of tax-advantaged estate planning and business funding strategies
  • Assisting financial advisors in profiling client needs and creating business plans for approaching clients and completing sales
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Doug Lem, CEP®

Doug Lem, CEP®

PLANNING SPECIALIST
WEALTH ADVISORY GROUP

Locations: |

Phone: 310.714.4413
Fax:214.210.5998

Doug Lem has more than 30 years of experience as a specialist in the design and implementation of advanced wealth transfer strategies for families of significant wealth, entrepreneurs and professionals working with advisors to establish fund, and leverage business succession and estate planning strategies.

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John K. Harman, CFP® | CLU

John K. Harman, CFP® | CLU

PLANNING SPECIALIST
WEALTH ADVISORY GROUP

Locations: |

Phone: 904.742.0887
Fax: 214.210.5998

John K. Harman is a specialist in the design and implementation of advanced planning strategies for families of significant wealth, entrepreneurs and professionals. John partners with Financial Advisors and other financial professionals to provide customized advanced planning solutions to meet the unique needs of high net worth, and ultra-high net worth clients.

John helps these advisors and their clients establish, fund and leverage sophisticated multi-generational planning strategies which help to address the wealth protection and transfer needs of these unique clients

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Joseph M. Few, CLU® | ChFC®

Joseph M. Few, CLU® | ChFC®

PLANNING SPECIALIST
WEALTH ADVISORY GROUP

Locations: | | |

Phone: 770.789.5809
Fax:214.210.5998

Joe Few has over 25 years of experience in the financial services industry, specializing in working with business owners, high-net-worth families and executives in wealth transfer/estate planning, charitable giving, business succession and executive benefits and compensation. Joe has especially deep experience in the design, implementation, funding and administration of nonqualified deferred compensation arrangements, and has worked with companies ranging from closely-held private companies to the Fortune 500.

Joe’s articles on business planning and executive compensation have been published in national trade journals and he is a frequent speaker on a broad range of financial topics.

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Kathy C. Laverde, CLU

Kathy C. Laverde, CLU

PLANNING SPECIALIST
WEALTH ADVISORY GROUP

Locations: |

Phone: 513.535.2188
Fax:214.210.5998

Kathy C. Laverde, CLU is a specialist in the design and implementation of advanced planning strategies for families of significant wealth, entrepreneurs and professionals. For most of these clients, this involves working with their advisors to establish, fund and leverage multi-generational wealth strategies, frequently in tandem with philanthropic techniques.

Kathy brings a balance of empathy and education to the process that is not often found in specialists and has a unique way to making even the most complex solutions seem simple.

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Nicholas Bour

Nicholas Bour

PLANNING SPECIALIST
WEALTH ADVISORY GROUP

Locations:

Phone: 586.855.2106
Fax:214.210.5998

Nicholas Bour is a specialist in the design and implementation of advanced planning strategies for families of significant wealth, entrepreneurs and professionals. Nick partners with Financial Advisors and other financial professionals to provide customized advanced planning solutions to meet the unique needs of high net worth, and ultra-high net worth clients.

Nick helps these advisors and their clients establish, fund and leverage sophisticated multi-generational planning strategies which help to address the wealth protection and transfer needs of these unique clients.

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Ross A. Kasner, CLU

Ross A. Kasner, CLU

PLANNING SPECIALIST
WEALTH ADVISORY GROUP

Locations:

Phone: 312.933.9299
Fax: 214.210.5998

Ross A. Kasner is a specialist in the design and implementation of advanced planning strategies for families of significant wealth, entrepreneurs and professionals. Ross partners with Financial Advisors and other financial professionals to provide customized advanced planning solutions to meet the unique needs of high net worth, and ultra-high net worth clients.

Ross helps these advisors and their clients establish, fund and leverage sophisticated multi-generational planning strategies which help to address the wealth protection and transfer needs of these unique clients.

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Steven Spector

Steven Spector

PLANNING SPECIALIST
WEALTH ADVISORY GROUP

Locations:

Phone: 917.327.9804 (mobile) | 212.957.4444 (office)
Fax:212.957.4383

Steven Spector is a specialist in the design and implementation of advanced planning strategies for families of significant wealth, entrepreneurs and professionals. For most of these clients, this involves working with their advisors to establish, fund and leverage multi-generational wealth strategies, frequently in tandem with philanthropic techniques.

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