Non-member speakers are listed in alphabetical order.
Tom Breedlove, Care.com HomePay Provided by Breedlove
Tom is senior director at Breedlove & Associates – now known as Care.com HomePay – the nation's leading household employment specialist. Co-author of The Household Employer’s Financial, Legal & HR Guide, Tom has led the firm’s education and outreach efforts on this complex topic. His work has helped HomePay become the featured expert on dozens of TV and radio shows as well as countless business, consumer and trade publications.
Travis Brewer, TD Ameritrade Institutional
As a business consultant with TD Ameritrade Institutional (TDAI), Travis consults with advisors on various practice management subjects including human capital, operational efficiency, client experience, and firm strategy. Prior to joining TDAI in February of 2016, Travis worked at HD Vest Financial Services, an independent broker/dealer based in Irving, Texas. During his 15+ years at HD Vest he served in multiple roles which included managing an advisor training program, directing an advisor sales program, and consulting with advisors who sought guidance on planning and executing a succession strategy. Travis grew up on, and is still involved with, a farm and ranch in southwest Oklahoma, and he is a graduate of Oklahoma City University. When he’s not working, he enjoys time with his wife and their three children; ages seven, four, and the youngest turning two in December.
Brent Burns, Asset Dedication, LLC
Brent Burns, president and founding partner of Asset Dedication, LLC, brings more than a decade of financial expertise from Morgan Stanley and academic research on investment strategies. He co-authored Asset Dedication (McGraw-Hill, 2005), and holds an MBA from the University of San Francisco, where he is now an adjunct professor, and is also a former world-class track and field athlete.
Christopher Currin, Mercer Global Advisors, Inc.
Chris was born in Hawaii, where DDT and above-ground nuclear weapons tests were early influences on his development. His parents came home to Texas before his first birthday, inducing the chronic island withdrawal pains he endures to this day. Chris’s earliest memories are of riding horseback through a Bois d’Arc forest. He can talk like a Texan, but generally does so only when engaged in conversation with state troopers or similar dignitaries. This reluctance is most likely the result of early encounters with Pennsylvania nuns whose Christian charity was eclipsed by their fervor for standard American English and ardent belief in corporal punishment. He is a graduate of St. John’s College in Santa Fe, New Mexico and recipient of Clark and Watson fellowships. Before finding his true profession, he worked in construction, print and broadcast journalism, residential lending and insurance sales. Chris started a fee-only financial planning firm called Pegasus Advisors in 2000, which served a diverse group of clients, the two largest groups being single women and families like his, with children who have disabilities. He was a founding member of the Alliance of Comprehensive Planners and has been named by his peers to the annual list of Best Financial Planners in Dallas since 2002. After 16 years as a solo advisor, Chris recently merged his practice into Mercer Global Advisors, one of the largest fee-only wealth management firms in the U.S., with locations in 23 cities across the country. He is acting as branch manager and client advisor for Mercer in Dallas, still working with smart, busy folks who find that, by trusting him to obsess about money for them, they can focus more energy on their own careers and families and all the things that make life enjoyable. Over the years, his volunteer activities have benefitted his professional associations, Scouting, public schools and parent advocacy groups like Texas Parent to Parent. Chris met his wife, Holly Hope, in 1980. Their children, Cormac (22) and Flannery (19), are doing what they can to keep their parents active and in touch with contemporary pop culture.
Karen Folk, BlueStem Financial Advisors, LLC (ACP Member - Emeritus)
Karen F. Folk, PhD, CFP® founded Folk Financial Planning in Urbana, Illinois in 1999 shortly after obtaining her CFP® license. She immediately joined ACP and adopted the ACP system. Karen recently retired from Bluestem Financial Advisors, LLC, a multi-advisor practice she cofounded with Jacob Kuebler, CFP® in 2011.
Karen has her PhD in family and consumption economics from the University of Illinois. In her former career, she was involved in consumer education for over 20 years at Oklahoma State University, the University of Illinois, and the University of Wisconsin. Karen annually teaches a one-week training course in the ACP Success Program. In 2015, she was awarded the Stewart Farnell Award for exemplary ACP coaching.
Stephen J. Huxley, Asset Dedication, LLC
Stephen J. Huxley, Ph.D. is chief investment strategist and founding partner of Asset Dedication, LLC, and a professor of business analytics at the University of San Francisco. He is the recipient of awards for teaching, research, and service at USF, and published in academic journals and conferences. Steve co-authored Asset Dedication (McGraw-Hill, 2005) with Brent Burns.
Tim Jackson, Reverse Mortgage Funding
Tim Jackson is the National Sales Manager for the Financial Planning Channel at Reverse Mortgage Funding. Reverse Mortgage Funding was the largest Ginnie Mae issuer of HMBS in 2016. With over 17 years of experience, Tim has helped over 1,000 older Americans achieve the retirement of their dreams. In 2009 Tim wrote the first HECM for Purchase and today he travels the country educating the financial planning community on the academic research surrounding the lower cost government backed reverse mortgage. Tim is also a motivational speaker who has won numerous awards for his youth empowerment programs and his work with young people throughout the country.
Jill MacNeil, LLIS
Jill’s competitive by nature, and is up for a challenge any day.
As part of LLIS’s Advisor Services team, Jill is the long term care insurance point person. She handles all variable case management for our clients, including life and annuities. Finding the right products for clients with special circumstances feeds her competitive drive.
Jill is a graduate of The University of South Florida with a business marketing degree. Her first job out of college was with Keith Maurer’s Fee For Service, Inc. After Fee For Service was purchased by GE Capital and Judith Maurer opened LLIS in 1998, Jill became one of LLIS’s first employees, and has managed just about every task possible during her tenure with LLIS.
For insurance purposes, Jill’s got her Series 6 and 63 licenses. For golf purposes, she’s got a mean drive. As a former collegiate and professional golfer, if you can’t find her at her desk at LLIS, you’ll find her on the links at one of Tampa’s best golf courses.
Arlene Moss, Kimberlite Coaching
Arlene Moss is the owner of Kimberlite Coaching, a business coaching firm specializing in serving the financial planning community. Arlene began working with fee-only financial advisors over 10 years ago. In 2015, Kimberlite Coaching was born of a desire to meet clients where they are, create the exact engagements they need to reach their goals, and work with a select group of planners to create businesses they dream of. Providing clients with one-on-one and small group coaching makes every day a new adventure! When not motivating clients, you can find Arlene on her road bike, or trying to master the art of tandem bike riding without destroying her marriage. In the winter months, she tries to get to the ski slopes as much as possible hunting hidden bits of fresh powder amid the trees of Breckenridge.
Lori Neidel, Law Office of Lori J. Neidel
Lori Neidel is the principal of the Law Office of Lori J. Neidel and head of Adviser Compliance Services, serving the independent registered investment advisor's legal and compliance needs. Lori has a wide range of industry experience and perspective. She was previously the Missouri Securities Division's Chief of Enforcement, where she led the division's staff of examiners and investigators. She served as vice chair of the board of trustees of the Missouri State Employees Retirement System for five years, an $8 billion public pension fund, where she was involved in a vast array of matters with institutional investing. After establishing her own law practice to focus on serving the legal needs of the financial industry, she founded Adviser Compliance Services solely dedicated to providing outsourced Chief Compliance Officer services to small and mid-size independent RIA firms.
John Salter, Evensky & Katz / Foldes Financial
John Salter, PhD, CFP® is a wealth manager and principal of Evensky & Katz/Foldes Financial Wealth Management as well as a tenured professor of personal financial planning at Texas Tech University. In addition to working directly with clients and teaching financial planning courses, John has spent the last five years researching the role of reverse mortgages including being a co-author on the seminal research in the area.
Jerry Skapyak, Jr., LLIS
Developing retirement income solutions. When fee-only advisors want an expert at retirement funding risk management solutions, Jerry is the one they turn to. That’s why LLIS brought his family and him to sunny Florida in 2008.
Jerry spent a number of years climbing the ranks of two top-rated insurance companies, Zurich Life Insurance Company and Western-Southern Financial Group, before joining LLIS. During his ascent, he handled product development, intelligence analysis, and advisor services.
Jerry’s 23 years in this industry analyzing, studying, and researching annuity products have made him the go-to guy for advisors with clients seeking to ensure they don’t outlive their savings. He is licensed for life and health insurance products and -- even more important than his product knowledge -- Jerry knows people. He is skilled at assessing clients’ needs and the benefits most important to them, then tailoring the right product to fit their unique circumstances.
He’s logistical, a problem-solver, a successful leader, and a sought-after speaker. But what he does best: relaxing poolside with his wife and three kids, manning the BBQ, and running the backyard games.
Daniel Yeoman, Asset Dedication, LLC
As the director of operations at Asset Dedication, Dan manages and implements systems that enhance the client experience and provide Asset Dedication with scale. Dan is also responsible for overseeing the onboarding of new clients and the firm’s day-to-day operations.
Prior to merging his financial services web development firm, AdvsiorShip, with Asset Dedication, Dan was an independent technology and business consultant for boutique management consulting firms and startups. Before that, Dan was a summer associate at Disney’s in-house investment banking advisory and strategy consulting team where he analyzed M&A opportunities and strategic growth initiatives including the $4.6 billion-dollar acquisition of Marvel Comics.
Dan earned his BS in business administration with a concentration in finance from Babson College.
ACP member speakers can be found here
Featured speakers bios can be found here