Keynote

Breakout Session

Dick Cross
Dick Cross
WealthCounsel LLC
Contractor
Stephen Dale
Stephen Dale
The Dale Law Firm, PC
President
Jennifer Davenport, JD
Jennifer Davenport, JD
WealthCounsel, LLC
Chief Operating Officer
Keith Davis, CPA, J.D.,LL.M.(Tax)
Keith Davis, CPA, J.D.,LL.M.(Tax)
Davis Schilken, P.C.
Attorney
Accounting Department
Accounting Department
Virtus Law PLLC
Attorney
Lew Dymond
Lew Dymond
Dymond Reagor, PLLC
Original WealthCounsel Partner
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Jennifer Elliott
Ocean Estate Law, P.C.
San Clemente Estate Law, P.C.
Thomas Fafinski
Thomas Fafinski
Virtus Law PLLC
Attorney
Kristen Gann
Kristen Gann
WealthCounsel, LLC
Practice Development Consultant
Peter J Parenti
Peter J Parenti
Law offices of Peter J. Parenti, APC
Partner
Robert Keebler
Robert Keebler
Keebler & Associates, LLP
Partner
Eileen Kerlin Walsh
Eileen Kerlin Walsh
Law Offices of Eileen Kerlin Walsh, P.C.
Principal Attorney