Michael Dow, CPA, CLU, ChFC, AEP is a financial consultant at Dow & Associates, LLC in Port Washington, Wisconsin. Mike has provided insurance and financial consulting services to business owners and professionals in Southeastern Wisconsin for more than twenty five years. Areas of expertise include executive benefit planning, business succession, wealth preservation planning and estate planning. Mike received a Bachelor of Science degree in Accounting from Arizona State University. He is a Certified Public Accountant licensed in both Arizona and Wisconsin. Mike attained the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from the American College in Bryn Mawr, PA., along with the Accredited Estate Planner (AEP) designation through the National Association of Estate Planning Councils. Mike currently serves on the Executive Committee of the National Board of the Society of Financial Service Processionals, and was past president of the Milwaukee Chapter. Mike is also a member of the Milwaukee Estate Planning Forum and is active in community and civic matters serving on the board of Aurora Family Services as Treasurer and chairs their Finance Committee.
Terri L. Getman, JD, CLU, ChFC, RICP, AEP (Distinguished) received her undergraduate degree from the College of William and Mary, in Williamsburg, Va., and the juris doctorate from Drake University School of Law in Des Moines, IA. She has been a member of the Iowa legal bar since 1982. Terri joined Diversified Brokerage Services (DBS) in 2010 as its business development director. Previously, she was vice president, advanced markets at Prudential Insurance Company of America for ten years. In this role she helped establish the strategic direction of all marketing initiatives involving estate, business, executive benefits and retirement planning for Prudential’s life insurance company. Early in her career she helped establish a financial planning firm recognized by Money as one of the most respected firms in the United States by legal and tax professionals. Terri is a frequent contributor to industry publications and speaker at national meetings on advanced life insurance topics.
Tom Hegna, CLU, ChFC, CASL is the president of TomHegna.com and author of the best-selling book, Paychecks and Playchecks: Retirement Solutions for Life. After graduating with honors from North Dakota State University on an Army ROTC scholarship, Tom was commissioned in the U.S. Army and spent 6 years on active duty and another 16 and a half years in the US Army Reserve, retiring as a lieutenant colonel in 2006. In 1988, Tom started his career in the insurance industry with MetLife and qualified for membership into the Million Dollar Round Table (MDRT) in each of his first three years. In 1996, he joined New York Life. He was promoted to vice president in 2006 and first vice president in March 2010. In 2011, he started TomHegna.com and now speaks for numerous companies around the world. He has been featured in articles with FoxBusiness, American College Wealth Channel Magazine, Round the Table, and Advisor Today.
Ted Jenkin has been a financial advisor for more than 22 years and a CFP for over 17 years. In 2008, Ted founded oXYGen Financial to help change the financial services industry by creating a new company that focused on serving the X and Y Generation. oXYGen Financial now has more than 2,000 clients and manages over 280 million AUM in over 20 states. Ted has been featured in over 30 magazines and newspapers including the Wall Street Journal, Business Week, and The Huffington Post. He has been on the cover of Investment News and REP magazine over the last year, is a top 100 personal finance blogger, and is a social media expert. He has six advanced designations from the College for Financial Planning (CFP®, CRPC®, CRPS®, AWMA’, AAMS®, CMFC®) and is an on-air radio personality featured on the popular drive time Atlanta radio show The Regular Guys on Rock 100.5 FM.
Derek A. Lemke, CFP is a Certified Financial Planner® who over the past 13 years has worked with his clients to help build financial security. He specializes in investment and retirement planning strategies, as well as insurance and estate planning. Derek seeks to provide holistic financial planning working with successful individuals and business owners. His fee-based practice is built on a commitment to well-tailored strategies designed to help meet his clients' goals. His concern for his clients overall well-being has enabled him to build long-lasting relationships. He is an active member of the Society of Financial Service Professionals.
Anne Marie Levin, JD, LLM is senior vice president and national Delaware fiduciary advice leader for Key National Trust Company of Delaware in Wilmington, Delaware where she works with clients and their advisors in considering, planning and drafting Delaware trusts. Previously, Anne Marie was vice president and Delaware advantage trust specialist for PNC Wealth Management. She led PNC’s Wealth Preservation and Delaware Trust National Practice Group and was a Member of the Board of Directors of PNC Delaware Trust Company. Prior to joining PNC in July, 2007, Anne Marie was senior estate and trust counselor for the Vanguard Group’s Asset Management Services; her responsibilities included counseling affluent individuals across the country on sophisticated estate planning strategies. Anne Marie is widely published in professional journals on estate planning issues.
Martin M. Shenkman, CPA, MBA, PFS, AEP (Distinguished), JD is an attorney in private practice in Paramus, New Jersey and New York City where he concentrates on estate and tax planning, planning for closely held businesses, and estate administration. He is a frequent source for numerous national publications, guest expert appearances on major financial and other television and radio shows. He has authored over 40 books and more than 800 articles and is an editorial board member of Trusts & Estates magazine and the Matrimonial Strategist. Mr. Shenkman was named to Worth magazine’s Top 100 Attorneys (2008) and CPA Magazine Top 50 IRS Tax Practitioners, CPA Magazine, (April/May 2008). His article “Estate Planning for Clients with Parkinson’s,” received the Editor’s Choice Award in 2008 from Practical Estate Planning magazine. Mr. Shenkman was named Financial Planning magazine 2012 Pro-Bono Financial Planner of the Year for his efforts on behalf of those living with chronic illness and disability. Investment Adviser magazine featured him on the cover of its April 2013 issue naming him as the lead of their “all-star lineup of tax experts.”
Arthur Tacchino, JD is a principal and the chief innovation officer at SyncStream Solutions, LLC. He is a graduate from Widener University School of Law in 2010 where he received his JD. He received his BS in economics from Susquehanna University. Arthur spent three years at The American College of Financial Services, where he was responsible for the Chartered Healthcare Consultant (ChHC) designation. He created two courses for the new designation: “Essentials of Healthcare Reform” and “The Healthcare Consultant”, as well as invented and developed the ACA Decision Support Tool©. At SyncStream Solutions, Arthur has also created the ACA Dashboard© and other solutions that help employers tackle the challenges that healthcare reform presents. He has presented for several national associations such as NAIFA, NAHU and FPA. Mr. Tacchino has been published in the Journal of Financial Service Professionals and the Journal of Financial Planning.