Meet the Main Platform
Jane Blaufus, CLU | Best Selling Author | International Speaker | Business Coach
Jane’s bestselling book WITH THE [STROKE] OF A PEN: Claim your life and companion planning binder have been highly acclaimed as two of the most comprehensive, actionable, personal and financial planning resources available today for families, individuals and business owners alike. She brings to the table more than 25 years of financial services expertise as a financial advisor, sales manager, and corporate executive. Today, she is the Principal of The Blaufus Group Inc., based in Toronto, Canada.
Jane is a sought-after international keynote speaker delivering a highly rated MDRT Vancouver 2016 session. She was also a featured speaker on the main platform at the MDRT PEAK 2017 Convention in Pattaya, Thailand. Jane is a frequent guest expert on national TV/Radio, and a Huffington Post blogger. She is also a faculty member, recommended speaker and coach for the Hoopis Performance Network.
Her reputation and expertise make her an influential business coach to financial advisors and managers. Jane believes that to excel in today's competitive environment, the key to success is relationship building and she walks the walk and talks the talk.
Olenka Cullinan | Founder | Rising Tycoons
Olenka Cullinan, is a speaker, founder of Rising Tycoons and #iStartFirst Bossbabes Bootcamps, Amazon bestselling author, Bossbabes and Millennial success coach. Olenka has developed a “Backbone of Success”™ method that helps leaders to up-level their business and mindset.
Her work as a startup venture mentor nationwide, combined with humor and personal experiences led to her two TEDx talks, Phoenix Business Journal 40Under40class of 2017, global exposure and made her into one of the nation’s premier consultants. You can find her on social media via Instagram, Facebook or Twitter: @olenkacullinan.
Sandy Eichel |Wealth Management Advisor | Northwestern Mutual
Sandy is a wealth management advisor with a national practice that focuses on financial planning for the LGBT community. She also is a professional speaker who strives to help financial services providers be more inclusive of diverse people by bringing on an array of clients and speaking about the power of authenticity in the workplace. Sandra shares her life experiences to empower others to get in touch with their own authentic self, which allows them to unleash their professional and personal potential.
Although Sandy's life circumstances may seem vastly different from most, her story is woven with the thread of common human experiences. She uses music, humor and vulnerability to tell her story and engage large audiences with her message. She has been interviewed and contributed to many periodicals. Most notably by The Wall Street Journal who interviewed her about planning for the LGBT community in November of 2017.
Candice Tse | Vice President, US Head of Market Strategy, Strategic Advisory Solutions | Goldman Sachs Asset Management
Candice is the Head of US Market Strategy for Strategic Advisory Solutions. She is responsible for economic and market strategy, along with client engagement on investment solutions. She earned a B.S. in Marketing from Rutgers University and an MBA in Finance and Management from Columbia Business School.
Prior to her current role, Candice worked in Fundamental Equity Product Management, Institutional Sales with a focus on relationship management and business development, and as a team leader for institutional equity in portfolio administration. Her areas of expertise include Womenomics and emerging markets.
Amy Wolff | TEDx Speaker Coach, Executive Coach | Distinction Communication, Inc.
Amy Wolff is a highly-rated executive coach and event speaker for Distinction Communication, Inc, a communication skills training firm she co-owns with her father in Portland, OR. In addition to coaching lawyers to sales teams, shoe designers to engineers, Amy is also a TEDx speaker coach for TEDxPortland, one of the top ten TEDx organizations in the world. When Amy's not with clients, she's meeting friends in small coffee shops, scheming to travel the globe, and creating adventures with her husband and two young daughters.
Educational Breakout Session Speakers
CEO | You Empowered Strong, LLC
Candy is a leadership development expert, trainer and executive coach, as well as an international speaker and Amazon best-selling author. She is a catalyst and change agent who works with executives and emerging leaders to help bring heart back to leadership while feeding the soul of their business.
With nearly 20 years in corporate, combined with a bachelors degree in mechanical engineering, certification as a Six Sigma Black Belt, and MBA, she is a master at building exceptional, high-performing teams, maximizing and leveraging ROI, growing emerging leaders, creating metrics for greater accountability, and catapulting individuals to achieve explosive growth.
Founder | Speaking Skillfully
Peggy has a BS from Indiana University and an MS and a 6th-year certificate in Educational Leadership from Southern Connecticut State University. She is a licensed Speech/Language Pathologist and School Administrator. Being an effective communicator isn’t an innate skill. It must be learned, honed, and practiced. Seven years ago, she founded her business and began speaking, coaching, and training individuals and small and large groups on effective communication strategies and techniques.
Peggy writes, speaks and trains professionals on the impact of unconscious or implicit bias in the workplace. She has written policies and procedures; educational materials, and children’s books and stories. Her motto is “It’s more than what you say; it’s how you say it.” She can be reached at Peggy@PeggyBud.com.
Senior Facilitator | Institute for Advanced Results
Tamara Bunte advises and consults with Fortune 500 companies, executives, managers, success coaches and sales professionals in the areas of Peak Performance, Leadership, Organizational Behavior and the Psychology of Achievement and Sales. Over the past 15 years, Tamara has excelled in the world of coaching, working with top peak performers and inspiring people to become the best version of themselves.
She has influenced hundreds of thousands of people with her inspiring sales presentations, CDs and her book, Proverbs for Selling. She’s positively changed the lives of salespeople, transforming them from order takers to trained sales professionals. She challenges people to take their sales career to the next level.
Danielle M. Burns
Vice President Sales and Marketing | First Affirmative Financial Network, LLC
Danielle has an MBA with an emphasis in Marketing and has 20 years of investment industry experience. She began her career at Wachovia Corporation where she worked for both Wachovia Bank and Wachovia Securities performing a variety of management duties over her 9-year tenure. In addition to her professional duties, Danielle has a passion for helping underserved communities thrive. Danielle was instrumental in the development of an inner city non-profit youth services organization called “Think Big Productions”. The primary mission of Think Big was to develop and channel young artistic talent within urban communities. Danielle, along with other community and civic leaders set on boards working typically with low-income, single-parent households encouraging young adults to hone their craft and participate in programs that created healthy, safe environments while collaborating with local schools, businesses and PAL Chapters. Danielle has been a corporate member of the not-for-profit organization Green America since 2004 and currently is a member of their Board of Directors. Danielle is committed to partnering with financial advisors and other business partners to help drive change.
Founder | Rita Made Me Do It LLC
Rita Goodroe is an international speaker, author and business mentor and strategist to women entrepreneurs, helping them take bold actions to realize BIG results in business so they make more money in less time in a way that is fun and aligned with their values! Rita's clients love how she uses humor to break tough topics down into practical, easily implementable, actions and have coined the phrase "Rita made me DO it!" to celebrate their many successes.
Prior to becoming a full-time entrepreneur, Rita worked for 13 years as a business attorney. Thanks to a revelation (that she's sure to share) Rita left her life as an attorney and became a dating coach. She surpassed her attorney salary within months and was asked to tour as an expert panelist, speaker and to serve as an expert for The Washington Post. She found that the majority of people approaching her weren't asking for dating advice but wanted to know how she had been able to grow a successful business so quickly.
In 2015, Rita created the global community, “Women’s Business Garden,” providing education and community events to women entrepreneurs making it easier for them to start and grow businesses. In June 2016, Women’s Business Garden was selected as a change-making community by the United State of Women Summit convened by The Obama White House.
Having built two successful businesses of her own, and helping her clients to do the same, Rita believes that the fastest path to success is by helping others succeed and is dedicated to fighting for women’s equal access to capital and opportunities in all areas of entrepreneurship.
Don Graves, RICP®
President | The Institute for Housing Wealth Studies
Don is the president and founder of the Housing Wealth Institute and is an Instructor of Retirement Income at The American College of Financial Services. He is considered one of the nation’s leading educators on incorporating housing wealth into retirement income planning through the use of reverse mortgages. Don's specialty is his ability to summarize more than 20,000 advisor/client engagements over two decades into practical, easy to implement, back-of-the-napkin, common sense concepts. His strategies help assets managers, insurance agents and hybrid advisors attract new clients, strengthen existing client relationships, and generate more revenue.
Don has been quoted in Forbes Magazine, featured on PBS-sponsored shows, recognized as one of the American College's 11 Retirement Income Alumni you need to read, and authored Housing Wealth: 3 Ways the New Reverse Mortgage Is Changing Retirement Income Conversations. His workshops are helping advisors across the country to grow their practices.
Qualified Trust Partner, Reina
Tyler Hoffman helps Advisors thrive in any economy by helping them overcome their little voice, accelerate trust, ignite referrals and automate sales & prospecting. He is a Qualified Trust Partner with Reina, a Trust Building Consultancy and a Consultant with Self Management Group, a leading firm helping top achievers soar. He has appeared on the Women's Network’s “Next Expert Challenge”, CBC News and 1410 CFUN radio. He has also written two books, "Deliberate Wealth" and "Lure Factor".
As a former MiLB Umpire, Tyler uses the same methods that allowed him to enjoy a professional sports career that enables his clients to unleash their business and ignite their life.
Craig Israelsen, Ph.D.
Executive-in-Residence | Financial Planning Program, Utah Valley University
Dr. Israelsen holds a Ph.D. in Family Resource Management from Brigham Young University. He taught at Brigham Young University and at the University of Missouri-Columbia. He now teaches as an Executive-in-Residence at Utah Valley University in the Personal Financial Planning Program.
Primary among his research interests are the analysis of mutual funds and the design of investment portfolios. He has written a monthly research article for Financial Planning Magazine since 2000 and is a regular contributor to Horsesmouth.com. His research has also been published in the Journal of Financial Planning, Journal of Asset Management (U.K.), Journal of Performance Measurement, Asia Financial Planning Journal (Singapore), Journal of Family and Economic Issues, and Financial Counseling and Planning. His research has been cited in the Christian Science Monitor, Wall Street Journal, Newsweek, Forbes, Smart Money Magazine, Kiplinger Retirement Report, Advisor Perspectives, Dow Jones Market Watch, Family Circle Magazine, and Bottom Line Personal. Dr. Israelsen is also the developer of the 7Twelve Portfolio and the author of three books. His most recent book is titled “7Twelve: A Diversified Investment Portfolio with a Plan”.
Founder and CEO | Mattson Enterprise, Inc.
As Founder and CEO of Mattson Enterprise, Inc. Glenn oversees an elite team of practice development consultants who provide solutions to agency leaders and salespeople facing the challenges of achieving extraordinary success in highly competitive and overcrowded markets. Glenn is is an extremely sought-after keynote speaker, a gifted and respected platform trainer, coach, advisor, and author.
Given his background in Organizational Communication and Psychology, Glenn’s passion is helping entire organizations and individual clients make changes in their lives and businesses.
Founder & President | Aspen Strategies, LLC
Melinda Meyer is a nationally recognized authority on organizational and operational excellence and infrastructure development within life insurance agency and broker-dealer arenas. She brings over 30 years of senior management experience in both multi-carrier insurance environments and broker-dealer operations. Melinda's vast experience focuses concentration on change planning and implementation, organizational health management, selection, assessment and performance management for the entrepreneur community. Dedicated to question 5 thinking, clarity and accountability, Melinda personally values education as a way to promote professional excellence and creates strategies to help others achieve and excel with confidence.
Chief Operating Officer | Green Alpha Advisors
Betsy oversees all aspects of the firm’s operations, marketing, and sales efforts, ensuring they are as efficient and effective as possible. Green Alpha Advisors is an asset management firm with $80M in assets, redefining asset management since 2007 by investing for the Next Economy, one in which solutions to our greatest systemic risks drive economic growth and allow the economy to thrive indefinitely. She was most recently the Senior Vice President and a Managing Member of First Affirmative Financial Network, LLC. At First Affirmative she spoke often at industry conferences and worked with many organizations to promote the sustainable, responsible, impact (SRI) investing industry, and The SRI Conference. Prior to First Affirmative, Betsy was the Chief Operating Officer and Chief Compliance Officer of TAMRO Capital Partners LLC in Alexandria, VA. Having joined TAMRO in 2004 when the firm managed $200 million, she participated in all aspects of the firm’s growth to $2 billion. While she was there, TAMRO’s asset management business grew to include five mutual funds, a collective investment trust fund (CIT), institutional accounts, and separate accounts for high net worth clients, as well as separately managed wrap accounts and UMA programs where TAMRO served as an asset manager. She began her career in investment management at Harbor Capital Management in Boston, MA in 1999, where she did everything from portfolio administration to new client due diligence meetings, attribution analysis, earnings calls, trading support and FX communications.
Past WIFS National President
Nancy was in the financial services industry with MassMutual for 20 years before retiring. She has been a member of WIFS for 35 years. She was president of the Southeast Milwaukee Chapter in 1983 and a member of that Chapter until 1992 when she moved to the Dallas Fort Worth area. In 2004, she revitalized the Dallas Fort Worth Chapter and was president that year. She served on the National WIFS board beginning in 1987 and became National president in 1992. Nancy assisted in the formation of the Gold Coast and Atlanta Chapters during her presidency.
CEO | FlexPaths
Meryl Rosenthal is a highly respected workplace and change management strategist, consultant and thought leader. She is CEO and board member of FlexPaths, a consultancy she co-founded in 2005 to help business leaders successfully transition their people when culture, work space or work style changes are planned, underway or refreshed. The firm helps leaders, teams and individuals embrace new ways of working to resonate with next gen talent and clients. She, along with her seasoned team of experts have worked with dozens of Fortune 1000 companies, organizations and government entities. She has brought these broader perspectives to the insurance industry where she spent 20 years working with home office and field leadership. Meryl is active in her Bergen County, NJ community where she resides with her husband Joe and their two teenage daughters.
Mary Schmid, MBA
CEO | Your Brilliant You
Mary is the creator of the Conversational Edge System that teaches financial leaders the power of conversations. By applying the cutting edge research to every interaction you can improve your conversations for client retention, client relationships, and team functioning. An entrepreneur herself since 2010, Mary is an award-winning master coach, professional speaker, and engaging educator. Mary shares the key methodology, training, and tools to help you and your team create partnership from the start and build lasting relationships with deeply loyal clients and staff.
Founder | Magic Communications
Jennifer is an internationally recognized motivational speaker, author, human performance coach and communications specialist with a Master’s in Psychology, a Master Practitioner’s Certification in NLP (Neuro-linguistic Programming) and a former journalist and adjunct professor. Specializing in teaching individuals achieve peak performance through highly effective work environments, she has helped thousands of businesses increase productivity using her dynamic skills in empathetic communication, leadership, management skills, goal setting and team building. One of a prestigious group of women using magic as a technique to inspire, motivate and educate, she combines a high-energy, interactive format with innovative information (examples and statistics) and personal challenges (like climbing Mt. Kilimanjaro to get over her fear of heights) to energize every group to take action and implement change.
President | College Inside Track
As a college student, Chris founded a company now helping over half a million high school students transition to life after high school and has had a passion to help families with the college admission process ever since he and his parents made many mistakes and learned things the hard way.
He is now the President of College Inside Track, which helps families navigate the complicated college process and save lots of money. Last year, they helped save families an average of $75,488 on college. He has been a featured speaker at financial services and college admissions conference around the country and is a frequent guest on the topic for major media outlets.