Succession Planning

Tate Kerst

BA, Fort Hays State University in English Certified Financial Planner …

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Susan Danzig, CPBC

Bachelor of Arts Degree, International Affairs (University of Colorado – …

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Steven Galing, CPBC

Master of Science in Operations Research, Naval Postgraduate School, 1990 …

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Gregory Smith, CPA, MBA, CPBC

Treasurer of the New York Family Business Center at the …

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Nick LoPresti

Hope College, Holland MI- BA Economics and Business 1998 CMFC …

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Cody Nielsen, CPBC

Over the last 15 years, Cody’s passion for business and …

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George Fernandez, MBA, CPBC

Education: B.A. Human Resource Management Master of Business Administration MidAmerica …

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Chia-Li Chien, PhD, CPBC

Enhancing Retirement Success Rates in the United States 2020 American …

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Darren Larsen Patnoe, JD, LLM, CPBC

Darren’s undergraduate degree is from UCLA (Economics and Political Science) …

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Sebastien Leblond, CPBC

Sebastien is a highly respected and sought after Master Coach …

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Tate Kerst

Susan Danzig, CPBC

Steven Galing, CPBC

Gregory Smith, CPA, MBA, CPBC

Nick LoPresti

Cody Nielsen, CPBC

George Fernandez, MBA, CPBC

Chia-Li Chien, PhD, CPBC

Darren Larsen Patnoe, JD, LLM, CPBC

Sebastien Leblond, CPBC

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