2019 Annual Conference Experience

Join us for this industry-acclaimed conference packed with the latest on investments and wealth management. With sessions led by national thought leaders and six key tracks for learning, earn up to 24 Institute continuing education (CE) hours.

Adam Grant, Ph.D., Saul P. Steinberg Professor of Management

The Wharton School

Adam Grant, Saul P. Steinberg Professor of Management, The Wharton School, is a professor of psychology and leading expert on how we can find motivation and meaning. His three New York TImes bestselling books have been translated into 35 different languages. His newest book, Originals, explores how individuals champion new ideas and leaders fright groupthinking. Dr. Grant earned his Ph.D., University of Michigan, and his B.A., Harvard University.

Jay Mooreland, Founder

The Behavioral Finance Network

Founder of The Behavioral Finance Network, which help advisors increase their value and coach their clients to make better financial decisions. In addition to creating several behavioral applications, Mooreland is has spoken internationally on the topic of investor behavior and is the author of the Amazon best seller, “The Emotional Investor: How Biases Influence Our Investment Decisions…and what you can do about it”.

Mooreland obtained a Bachelor of Science in Finance from San Jose State University and a Master of Science in Applied Economics from the University of Minnesota.

Marci Rossell, Ph.D., Journalist & Economist

Marci Rossell, journalist and economist, electrifies audiences nationwide, speaking on the nexus of economics, politics, culture and the media. Formerly the chief economist for CNBC, Dr. Rossell takes complex economic issues, often dull in the button-down business press, and makes them relevant to people's lives, families and careers. Prior to her career in broadcast journalism, she served as corporate economist and investment spokesperson, OppenheimerFunds, and was an expert witness for Deloitte and Touche. She began her career as an economist with the Federal Reserve Bank of Dallas. Dr. Rossell earned a Ph.D. in economics, Southern Methodist University.

Alexandra Douwes, Co-founder

Purpose Generation

Alexandra Douwes, co-founder, Purpose Generation, sets strategic direction for her clients, matches them with millennial trends and behaviors, and oversees projects to make sure they're executed flawlessly. She writes for the Huffington Post detailing career jumps, millenials, and other topics.

Dana Anspach, CFP®, RMASM, Founder and CEO

Sensible Money, LLC

Dana Anspach, founder and CEO, Sensible Money, LLC, founded her fee-only registered investment advisory firm with the goal of providing the type of planning needed to align her client’s finances for their transition out of the work force. She is the author of Control Your Retirement Destiny and Social Security Sense.

Raghuram Rajan, Ph.D., Katherine Dusak Miller Distinguished Service Professor of Finance

Chicago Booth

Raghuram Rajan, Katherine Dusak Miller Distinguished Service Professor of Finance, Chicago Booth, was the 23rd Governor of the Reserve Bank of India between September 2013 and September 2016. Between 2003 and 2006, he was the Chief Economist and Director of Research at the International Monetary Fund. Dr. Rajan’s research interests are in banking, corporate finance, and economic development, especially the role finance plays in it. The books he has written include The Third Pillar: How the State and Markets are leaving Communities Behind forthcoming, 2019, I do What I do: On Reform, Rhetoric, and Resolve, 2017, and Fault Lines: How Hidden Fractures Still Threaten the World Economy, for which he was awarded the Financial Times-Goldman Sachs prize for best business book in 2010.

John Bergner, J.D., Attorny

Winstead PC

John F. Bergner, attorny, shareholder, Winstead PC, is a specialist in estate planning and probate law certified by the Texas Board of Legal Specialization. His practice involves complex tax, estate and business succession planning as well as administration of estates. Mr. Bergner has been with Winstead for more than 33 years and serves as chairman of the wealth preservation practice group. He is a Fellow of the American College of Trust and Estate Counsel, currently serving as a member of the Estate and Gift Tax committee. He earned a B.B.A. and J.D., Washburn University, and an M.L.T., Georgetown University Law Center.

Herman Brodie, Founder

Prospecta Limited

Herman Brodie, founder, Prospecta Limited, has spent over a decade in investment banking roles in London, Paris and in Frankfurt. In 2000 he co-founded his first company, Cognitrend, a consultancy to advise financial institutions on the utilisation of behavioural finance research. He has pursued this goal since 2013 as Managing Director of Prospecta Limited. Brodie is a co-author and lecturer of 'A Practical History of Financial Markets', a course aimed at investment professionals, developed for the Edinburgh Business School's MBA programme, and has penned numerous articles on behavioural finance.

Jason Blackwell, CFA, CAIA, Senior Consultant


Jason Blackwell, senior consultant, Mercer, assists clients in manager selection, portfolio construction and asset allocation. He is also an active member of several of Mercer's North American Strategic Research Teams (SRTs). He chairs the team responsible for developing educational materials and thought leadership on alternatives and is a member of both the Wealth Management and the Environmental, Social and Governance SRTs. Mr. Blackwell earned a B.A in economics, University of Colorado-Boulder. He holds the Chartered Financial Analyst (CFA) and the Chartered Alternative Investment Analyst (CAIA) designations and is a member of the Atlanta Society of Finance and Investment Professionals.

Ray Sclafani , Founder

ClientWise LCC

Ray Sclafani is the founder of ClientWise LCC, the premier coaching and training company exclusively
serving the financial services industry. Ray’s passion for serving leaders, advisors, and companies in the financial services sector is reflected in ClientWise and its unique coaching programs and team of credentialed coaches that help advisors and companies find the next level of professional excellence and financial success with greater focus and ease. Prior to he spent 20 years at AllianceBernstein, as one of the company’s top sales professionals and executive leaders. His knowledge of how to create and execute on highly successful sales plans and build long lasting client connections was later utilized as founder and Managing Director of the Advisor Institute at AllianceBernstein.  He is also the author of You’ve Been Framed: How to Reframe Your Wealth Management Business and Renew Client Relationships.  He earned his BA from Baylor University.
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Steve Cain, Director and National Sales & Business Development Leader

LTCI Partners

Steve Cain, director and National Sales & Business Development Leader, LTCI Partners, is responsible for increasing the firm’s revenue through the development of existing client relationships and the acquisition of new institutional and group accounts. Mr. Cain has over 17 years of success in the insurance and financial services industry, working closely with independent broker-dealers, wirehouses and employee benefits consultants. He serves on the Board of Advisors for CLTC, is the Leader and Chairman of the National Association of Health Underwriters (NAHU) LTC Insurance Working Group and regularly pens articles featured in industry trades.

Jeff Chadwick, J.D., Shareholder

Winstead PC

Jeff Chadwick is a member of the Wealth Preservation Practice Group with offices in Houston and The Woodlands. Jeff focuses his practice on trust and estate planning for business owners, corporate executives, professional athletes, and other high net worth individuals and families. He strives to provide innovative and practical solutions to a wide range of legal matters, including wealth transfer planning, trust and estate administration, business formation and succession, asset protection, charitable giving, and premarital
planning. Mr. Chadwick serves on the Texas Trust Code Committee, where he monitors trust issues in Texas
and drafts legislation for inclusion in the Texas Trust Code. He's earned a J.D., University of Richmond School of Law. 

Marguerita Cheng, CFP®, RICP®,

Blue Ocean Global Wealth

Marguerita Cheng, chief executive officer, Blue Ocean Global Wealth, is a past spokesperson for the AARP Financial Freedom Campaign and a regular columnist for Investopedia & Kiplinger. Ms. Cheng also serves as a Women’s Initiative Advocate and a subject matter expert for the CFP® Board, contributing to the development of examination questions for the CFP® Certification Examination. She is a recipient of the Ameriprise Financial Presidential Award for Quality of Advice and the prestigious Japanese Monbukagakusho Scholarship. In 2017, she was named as the one of Investopedia’s “Top 100” (she was ranked third), a “Woman to Watch” by Investment News, and a “Top 100 Minority Business Enterprise” by the Capital Region Minority Supplier Development Council.

Abram Claude,

Abram Claude is head of value add programs including the Learning Center. Mr.Claude is a member of the national speaker bureau and has spoken extensively on retirement and education planning topics. He joined one of the Columbia Threadneedle Investments legacy firms in 2002. Prior to joining the financial services industry, Mr. Claude held several executive roles with nonprofit public policy organizations, served on the staff of a U.S. congressman and was chief of staff for a Massachusetts state senator. He began his career in financial services at Fidelity Investments and held positions with responsibility for capacity forecasting, business analysis, public relations, and product management and marketing for college savings and retirement plans. Mr. Claude has been a member of the investment community since 1987.

Gary DeMoss, Director

Invesco Consulting

Gary DeMoss is director of Invesco Consulting, a group dedicated to helping advisors get new clients, keep the clients they have, and grow their businesses. Mr. DeMoss serves as a keynote speaker at numerous industry conferences in the US and abroad and coaches top advisor teams in the industry. Selected from an elite pool to be one of the four “Main Platform” presenters at the prestigious Million Dollar Round Table, he has co-authored multiple books, including his most recent, The Language of Trust: Selling Ideas in a World of Skeptics,* with the goal of helping advisors thrive in an age of client skepticism. Prior to his 30-plus career in financial services, Gary worked in sales management with Procter and Gamble. He holds a degree in business from Miami University in Oxford, Ohio

Devin Ekberg, CFA®, CIMA®, CPWA®, Chief Learning Officer and Managing Director of Content Development

Investments & Wealth Institute

Devin Ekberg, CFA®, CIMA®, CPWA® oversees the development and delivery of Institute conferences, online education, and print publications. Mr. Ekberg is an expert in security analysis and financial analysis, and has developed educational products for investment consultants, wealth advisors, and individual investors. He earned his Master’s degree in Investment Management and Financial Analysis from Creighton University. He also holds three advanced certifications: Chartered Financial Analyst® (CFA®) from the CFA Institute, Certified Private Wealth Advisor® (CPWA®) and Certified Investment Management Analyst® (CIMA®) from the Investments and Wealth Institute. He currently serves on the investment committees for two non-profit foundations.

Simeon Hyman, CFA, Head of Investment Strategy


Simeon Hyman, CFA, joined ProShares in 2013 as head of investment strategy. He leads ProShares’ team of investment professionals engaged in portfolio analysis, product research and development, education and the delivery of investment strategies using the company’s alternative ETFs. Hyman earned bachelor’s and master’s degrees in economics from the University of Connecticut, and an MBA from Columbia Business School. He holds Series 7, 24, 63 and 66 FINRA designations.

Susan E. Kay, Vice President and a Director of Business Development

MFS Fund Distributors, Inc

Susan E. Kay, Vice President and a director of business development, MFS Fund Distributors, Inc., a subsidiary of MFS Investment Management® (MFS®), has more than 30 years of experience in the financial services industry. In her role as a director of business development at MFS, she has traveled extensively, meeting on a daily basis with top advisors from a wide array of firms. She has been invited into their practices
and learned about what has led to their success. She has asked advisors about how they market themselves, how they maintain visibility, how they treat their clients to a consistent five-star experience, how they get referrals effortlessly and how they have essentially created raving fans out of their clients.


Michael Kitces, MSFS, MTAX, CFP®, CLU, CHFC, RHU, REBC, CASL, Partner and Director of Research

Pinnacle Advisory Group

Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, is a partner and the Director of Research for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland that oversees approximately $1.8 billion of client assets. In addition, he is a co-founder of the XY Planning Network, the former practitioner editor of the Journal of Financial Planning, and the publisher of the e-newsletter The Kitces Report and the popular financial planning industry blog Nerd’s Eye View through his website www.Kitces.com, dedicated to advancing knowledge in financial planning.

Julie Littlechild, Founder


Julie Littlechild, founder, AbsoluteEngagement.com, is a speaker, writer, and researcher, whose firm conducts on-going research into personal, client, and team engagement. Previously, she founded Advisor Impact to help financial advisors gather and use client feedback to drive deeper engagement and growth. Twice named as one of the “25 Most Influential People in Financial Planning” by Investment Advisor, she is a recipient of the Influencer Award in practice management from Financial Planning. Ms. Littlechild has worked with and studied top-performing financial advisors, their clients, and their teams for more than 20 years. A recognized expert on driving deeper engagement and growth, she is the author of a popular blog, The Pursuit of Absolute Engagement, and a book by the same name. She earned an MBA, University of Toronto.

Cam Marston, President

Generational Insights

Cam Marston, president, Generational Insights, is the leading expert on the impact of generational change and its impact on the workplace and marketplace. As an author, columnist, blogger, and lecturer, he imparts a clear understanding of how generational demographics are changing the landscape of business. Marston and his firm, Generational Insights, have provided research and consultation on generational issues to hundreds of companies and professional groups, ranging from small businesses to multinational corporations, as well as major professional associations, for over 20 years.

Bill McManus, CIMA®, Director of Strategic Markets

Hartford Funds

Bill McManus, CIMA®, director of strategic markets, Hartford Funds, is responsible for engaging and educating both financial advisors and their clients about current and emerging opportunities in the financial-services marketplace. These opportunities range from tactical strategies in areas such as retirement-income planning, investment planning, and charitable planning, to anticipating and preparing for long-term demographic and lifestyle changes. Mr. McManus earned his Certified Investment Management Analyst (CIMA®) designation, is FINRA Series 7 and 63 registered, and holds his life and variable insurance licenses. Bill has been widely quoted in consumer and trade publications such as US News and World Report and Wealth Management.com. He has also appeared as a featured guest on Bloomberg Radio to discuss his views on retirement-related topics.

Carla McCabe, Director of Practice Management


Carla McCabe, Director of Practice Management, Truelytics, provides M&A, succession, and corporate planning consulting services to her firm’s clients. With more than 13 years of experience in the financial services industry, her passion is working with business owners and financial advisors to improve the profitability, stability, and sustainability of their firms utilizing process and data driven decision-making tools. She leads with education and actionable business intelligence to empower advisors to more efficiently and effectively manage their practices. Prior to joining Truelytics in 2018, Ms. McCabe spent nine years with Gladstone Associates as a Managing Director with a primary focus on M&A, valuation, and succession and corporate planning engagements for the firm’s financial advisory clients.

Jason Ment J.D., Partner, COO, General Counsel

StepStone Group

Mr. Ment is the Co-COO, General Counsel, and CCO of StepStone Group, a global private markets specialist overseeing over US$250 billion of private capital allocations, including over US$46 billion of assets under management. Jason oversees fund formation, structuring and negotiation activities at StepStone and is widely viewed as one of the leading experts in the private markets industry. He brings his broad perspective to bear on the complex issues that can arise in forming and investing in private markets funds. Prior to joining StepStone in 2010, Mr. Ment was general counsel of Citi Private Equity, a US$10 billion equity co-investment, mezzanine, and fund of private equity funds business. While at Citigroup, he was also the general counsel of Metalmark Capital, a middle-market private equity business, and Citi Sustainable Development Investments, a clean technology and renewable energy focused venture investment business. Before that Mr. Ment was a member of O’Melveny & Myers LLP’s Mergers & Acquisitions/Private Equity Group and of McDermott Will & Emery LLP’s Mergers & Acquisitions Group. Mr. Ment received his BS from Cornell University and his JD from the New York University School of  Law.
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David Richman, J.D., National Director

Eaton Vance Advisor Institute

David Richman, national director, Eaton Vance Advisor Institute, provides practice management coaching to financial advisors and teams. Mr. Richman was previously a member of the Eaton Vance Wealth Management Solutions Group. He co-authored Questions Great Financial Advisors Ask, Investors Need to Know, This Is Your Time, and The Charismatic AdvisorTM. He is a frequent contributor to financial magazines and has served on numerous civic boards. He earned BA and MA degrees in public policy analysis, University of Rochester, and a JD, University of Connecticut. 

John Nersesian, CIMA®, CPWA®, CIS, CFP®, Head of Advisor Education


Mr. Nersesian is head of advisor education for PIMCO, providing advanced wealth management and investment consulting education to financial professionals. Previously, he was managing director of wealth management services for Nuveen Investments from 2000 to 2018. Prior to this, he was a first vice president at Merrill Lynch Private Client Group, where he was also a leader of advanced training for financial consultants. Mr. Nersesian served as a board member of the Investments and Wealth Institute (IWI, formerly IMCA) from 2006 to 2017, and as chairman for the 2014-2015 term. He is a faculty member for the IWI Certified Private Wealth Advisor (CPWA) and Certified Investment Management Analyst (CIMA) education programs held at Yale University and The University of Chicago. He has 35 years of investment and financial services experience and holds an undergraduate degree in business and economics from Lehigh University. He has earned the CFP, CIMA and CPWA designations.

Brian Portnoy, CFA®, Director of Investment Education

Virtus Investment Partners

Brian Portnoy is the director of investment education at Virtus Investment Partners, where he leads the firm’s educational and content initiatives on behavioral finance and investment solutions.  Mr. Portnoy has worked in the mutual fund and hedge fund industries for the past 18 years. Prior to joining Virtus in 2014, he held senior investment and strategy roles at Chicago Equity Partners, Mesirow Financial, and Morningstar. Mr. Portnoy is the author of The Investor’s Paradox: The Power of Simplicity in a World of Overwhelming Choice (St. Martin’s Press, 2014), which helps investors navigate the complex landscape of traditional and alternative investment strategies; and The Geometry of Wealth: How to Shape a Life of Money and Meaning  (Harriman House, 2018), which explains how money and happiness intersect. He is a regular contributor to Forbes.com, has spoken to audiences globally about investing and decision-making, and has lectured at the U.S. Securities and Exchange Commission as part of its Leading Authors series. Mr. Portnoy pursued his research and teaching interests in political economy at the University of Chicago, where he earned his doctorate. He earned a B.A. from the University of Michigan. Mr. Portnoy is a Chartered Financial Analyst® (CFA®) charterholder and a member of the Economic Club of Chicago.
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Bob Rice, Founder and Managing Partner

Tangent Data Services LLC

Bob Rice, founder and managing partner, Tangent Data Services LLC, also serves as a principal of Baystar Capital. Mr. Rice began his career as a Trial Lawyer at the US Department of Justice. He served as a Executive Chairman of Viewpoint Corp. from August 2003 to February 13, 2006 and previously served as the Chairman from November 2000 to August 2003. He is a frequent commentator and lecturer on the markets and technology, and a contributing editor for Bloomberg Television and author of the upcoming Harper Collins title, “The Alternative Answer,” as well the business strategy book, “Three Moves Ahead."

Rein van Rooyen FIAA, FIA, CFA®, CAIA®, FRM, CIPM, CIMA®, Investment Manager


Rein van Rooyen, investment manager, QSuper, specializes in applying ALM strategies to individualise institutional smarts for clients. He is a member of the CIMA® Regional Certification Advisory Council, CIMA® Society of Australia Education Committee, CFA Society Brisbane Chapter Committee, chair of the Investment Management and Finance Education Faculty for the Actuaries Institute of Australia, and Editor of the Actuaries Digital Magazine.

Andrea Schlapia, Founder and CEO


Andrea Schlapia, founder and CEO, Ironstone, has speak a 20+ year career within the financial services industry. Her experience began as a financial advisor evolving into a consultant coach for advisors entering the field. This ignited her passion to support others through learning and development of best practices in order to achieve substantial results. To this end, she followed her desire into positions of senior-level practice management specialists for Dreyfus, Prudential, and DWS Investments prior to the realization of Ironstone.

Steve Siegel, J.D., LL.M., President

The Siegel Group

Steve Siegel is president of The Siegel Group, a Morristown, New Jersey-based national consulting firm specializing in tax consulting, estate planning and advising family business owners and entrepreneurs. Mr. Siegel is the author of several books, including: The Grantor Trust Answer Book; CPA’s Guide to Financial and Estate Planning, and Federal Fiduciary Income Taxation. He presently serves as an adjunct professor of law in the Graduate Tax Program of the University of Alabama and has served as an adjunct professor of law at Seton Hall and Rutgers University law schools. He earned a B.S., Georgetown University, J.D., Harvard Law School, and an LL.M. in taxation, New York University.

Bill Sutton, Family and Philanthropy Advisory


John Sileo, Founder

Sileo Group, Inc.

John Sileo’s identity was stolen and used to embezzle $300,000 from his clients. The exposure destroyed John’s career and consumed two years of his life as he fought to stay out of jail. Combining real-world experience with years of study, John became an award-winning author and leading expert on cyber security, identity theft and data privacy. John is CEO of The Sileo Group, a data security think tank that helps organizations protect the information that drives their profits. His body of work includes engagements with the Pentagon, USA Today, Visa, 60 Minutes, Homeland Security, Rachael Ray, Schwab and organizations of all sizes. John graduated with honors from Harvard University and spends his free time with his remarkable wife and two highly spirited daughters.

Scott G. Thayer, CIMA®,

Thayer Consulting

Scott Thayer serves on the Investments & Wealth Institute Board of Directors as immediate past-chairman. Mr. Thayer also serves as practitioner faculty for the University of Chicago Booth School of Business CIMA registered education program, and in the Yale School of Management CIMA registered education program, teaching manager search and selection and investment policy. Mr. Thayer’s career began at E.F. Hutton in 1983. He recently retired from his role as institutional consulting director at Graystone Consulting, where he ran a large-scale institutional consulting team that specialized in investment policy, portfolio construction, and risk management issues for foundation and endowment clients in the United States and abroad. He was previously senior vice president–Investments and Institutional consulting director for Citi Institutional Consulting in Santa Rosa, CA. Prior to that, Mr. Thayer taught within the Department of Finance at Chico State University, CA. Mr. Thayer earned a B.S. in finance from California State University, Los Angeles, and an MBA in finance from California State University, Chico. In 2015, he was named one of Barron’s “Top 30 Institutional Consultants.”
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Catherine D. Wood, Founder and CEO

ARK Investment Management

Catherine D. Wood, founder and CEO, ARK Investment Management, previously completed twelve years at AllianceBernstein as Chief Investment Officer of Global Thematic Strategies, with $5 billion in assets under management and superior long term investment returns. She joined Alliance Capital from Tupelo Capital Management, a hedge fund she co-founded which, in 2000, managed $800 million in global thematic strategies. Prior to her tenure at Tupelo Capital, she worked for 18 years with Jennison Associates as Chief Economist, Equity Research Analyst, Portfolio Manager and Director. Ms. Wood earned her B.S. in Finance and Economics, University of Southern California.

Brnic van Wyk FIAA, FIA, CIMA®, Senior Manager of Investment Liabilities


Brnic Van Wyk, senior manager of investment liabilities, QSuper, is a qualified actuary and CIMA® certificant. He is the head of asset/liability management in the investments division, and leads the development of the fund’s asset/liability framework, process and governance structures for default defined contribution investment objectives and strategies. His responsibilities also include monitoring relevant Australian and international research and contributing to the fund’s strategy and product development for both the accumulation and retirement phases. Brnic serves on the Pension Benefits and Social Security Board of the International Actuarial Association and the International Advisory Board

Dan Suzuki, CFA® , Portfolio Strategist

Richard Bernstein Advisors LLC

Dan Suzuki is the portfolio strategist at Richard Bernstein Advisors LLC. In his role, Dan is a senior member of the RBA Investment Committee and is responsible for portfolio strategy, asset allocation, investment management and marketing to major wirehouses and independent RIAs.

Prior to joining RBA, Dan worked at Bank of America-Merrill Lynch in Global Research for over 15 years, during a portion of which he worked closely with Rich Bernstein and Lisa Kirschner (RBA’s Director of Research). Most recently, Dan was a senior equity strategist, where in addition to his in-depth analysis on valuation and sectors, he authored regular publications on the S&P 500® EPS Outlook and US Small and Mid-Cap Strategy. Prior to working in strategy, Dan was a fundamental equity research analyst covering the Business Services sector. He is a frequent guest on CNBC, Bloomberg TV and is often quoted in leading financial publications including The Wall Street Journal, Financial Times and Barron's.

Dan holds a BS in economics from Duke University, and he has been a Chartered Financial Analyst® charterholder since 2006.
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Jodi Lyons, Eldercare Expert

Jodi is an eldercare expert who helps older adults and those with special needs find the care they need throughout the country. An ardent patient advocate, Jodi helps people navigate the complicated, often convoluted system, identify what they need, and learn how to create an action plan. With more than 20 years’
experience in the nonprofit healthcare arena, Jodi has been a leader in national and international organizations
representing healthcare and long-term care service  providers. She was on the Executive Committee of the Alzheimer's Association/National Capital Area, an Alzheimer’s Association Ambassador to Capitol Hill, and a writer for and advisor to Telemedicine Magazine. Jodi wrote the award winning book, The Smart Person’s Guide to Eldercare, to empower and educate consumers, to make sense of a complex system, and to highlight some of the humor that can be found even in the  most challenging times as we grow older. 

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David York, Co-founder and Managing Partner

York Howell & Guymon

David York, co-founder and managing partner, York Howell & Guymon has extensive experience in designing and implementing advanced tax and estate planning strategies for high-net-worth, non-profit, and business clients.
Mr. York is a Certified Public Accountant and Fellow with the American College of Trust and Estate Counsel (ACTEC), a member of the Utah State Bar Budget and Finance Committee, and former Chair of the Utah State Bar Estate Planning Section. Listed as a “Mountain States Rising Star” by Super Lawyers, he been regularly named to Utah Business magazine’s “Utah Legal Elite” and as a “Top-Rated Lawyer” by   Trusts & Estates. He is also the co-author of Entrusted: Building A Legacy That Lasts and creator of the Experience Rivets™ Core Values card game.

Steven P. Simmons, MD , Board-certified Internist


Dr. Simmons is a Board-certified Internist, who received his Bachelor’s of  Science with High Honors from the University of Tennessee in 1989 and his medical degree from the University of Tennessee in 1993. He then completed his residency at St. Joseph Hospital in Denver, Colorado. In 1996, Steve was selected by his peers to receive the Dr. Annie Yee Johnson Memorial Award for compassion and professionalism. He spent 12 years working in primary and urgent care at Kaiser Permanente before joining DocTalker in 2008, where he has been spearheading the practice’s housecall program. He is a member of the American Geriatric Society and the Academy of Home Care Physicians, and presents frequently on providing medical care to the homebound through housecalls.

William E. Mansbach, PhD , Founder and CEO

Mansbach Health Tools LLC

Dr. Mansbach is the founder and CEO of Mansbach Health Tools LLC, which supports the BCAT Approach. He is also the CEO and President of CounterPoint Health Services, a multi-disciplinary behavioral healthcare company specializing in geriatrics. For many years, he was the COO of the largest geriatric behavioral healthcare company in the U.S. specializing in long-term care. Prior to this, he was co-founder and Chief Executive Officer of Comprehensive Geriatric Services, a Maryland-based company providing mental health services to residents in long-term care settings. Dr. Mansbach has a national reputation as a clinicianand consultant in the aging field. He has been a pioneer in the development of Memory Clinics, and is the creator of the BCAT® system, a series of cognitive tests and intervention strategies. He has published and presented numerous articles and workshops on geriatric mental health and cognitive assessment, and is active in creating healthcare policy. Dr. Mansbach sits on the Maryland Governor’s Alzheimer’s Disease Council. 
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