Keynote

Breakout Session


Natalie Choate, Esq.
Ataxplan Publications
Attorney

Dick Cross
WealthCounsel LLC
Contractor

Stephen Dale
Stephen Dale
President

Jennifer Davenport, JD
WealthCounsel, LLC
Chief Operating Officer

Keith Davis, CPA, J.D.,LL.M.(Tax)
Davis Schilken, P.C.
Attorney

Lew Dymond
Dymond Reagor, PLLC
Original WealthCounsel Partner

Jennifer Elliott
Ocean Estate Law, P.C.
San Clemente Estate Law, P.C.

Thomas Fafinski
Virtus Law PLLC
Attorney

Kristen Gann
WealthCounsel, LLC
Practice Development Consultant

Peter J Parenti
Law offices of Peter J. Parenti, APC
Partner

Robert S. Keebler
Keebler & Associates, LLP
Partner

Eileen Kerlin Walsh
Law Offices of Eileen Kerlin Walsh, P.C.
Principal Attorney