Tag: Estate Planning

Matthew Jennings, JD, MBA, EA, RFC®, CEP®, CES™: Strategic Tax Solutions for Lasting Financial Strength

I’m proud to share a deeper look into my professional journey, spanning over three decades in finance, tax strategy, and wealth preservation. From advising multi-million-dollar enterprises to leading global initiatives in asset protection, my focus has always been on delivering meaningful results and long-term value. I’m excited to continue expanding my impact, particularly through board service and strategic advisory roles. Here is my biography.

Bruce Peotter: Guiding Families, Strengthening Institutions, Shaping Solutions

I’m pleased to share a deeper look at my professional journey, from my years in estate planning and public administration to my work in real estate, corporate strategy, and organizational leadership. My career has been shaped by a passion for problem-solving, building systems that work, and serving individuals and institutions with integrity. Here is my biography.

Edward L. Gunnell II, EA, MST, NTPIF: Empowering Organizations to Grow with Confidence and Precision

I’m excited to share a deeper look into my professional journey, values, and the work that has shaped my career over the past three decades. My path has been driven by a passion for service, a commitment to ethical leadership, and a desire to help individuals and organizations grow with clarity and confidence. Here is my biography.

Josh Taylor: Experienced Financial Strategist, Risk Manager, and Investment Advisor

Josh Taylor is a seasoned financial strategist with over 30 years of experience in investment, insurance, and financial planning, dedicated to helping individuals and businesses achieve long-term financial security. As the president of Kompass Financial Advisors, Inc., he leverages his independence to provide objective, customized solutions tailored to each client’s unique needs. Raised on a Nebraska farm, Josh’s values of integrity, hard work, and personal initiative shape his client-focused approach, ensuring transparency and trust in every financial plan he develops. With a strong educational background in Agricultural Economics from the University of Nebraska and industry-leading certifications, including CFP® and CLU®, he stays ahead of evolving market trends to deliver expert guidance. Beyond his professional life, Josh is an avid cyclist, community volunteer, and devoted Nebraska Cornhuskers fan, embodying a balanced approach to leadership, service, and personal fulfillment.

John Kidwell | Accomplished Legal Strategist and Trusted Advocate | President and Owner, The Law Offices of Kidwell & Kent

John Kidwell is a veteran attorney and strategic legal advisor with over two decades of experience guiding individuals, families, and businesses through complex legal landscapes. As President and Owner of The Law Offices of Kidwell & Kent, he brings unmatched expertise in estate planning, corporate law, real estate, and litigation. Recognized among the top 3% of lawyers nationwide, John is also a published author and civic leader, known for his clear communication, thoughtful counsel, and unwavering commitment to client success.

Reina L. Schlager, CPA/PFS*, RHU, CSA: Pioneering Financial Integrity with Compassion and Clarity

After a lifetime of dedication to finance, education, and community service, I'm proud to share my professional story and the values that have shaped my career. From launching risk management programs at the University of Pennsylvania to building a successful financial advisory firm, and now continuing my journey through speaking and board engagement—I remain committed to service and strategy. Here is my biography.

Selwyn D. Whitehead, Esq.: Empowering Communities Through Law, Finance, and Insight

I’ve had the privilege of dedicating my career to advocating for economic and social justice through law, finance, and community empowerment. With over 40 years of professional experience, I’ve worked at the intersection of legal strategy, public policy, and ethical advocacy—always with the goal of helping people and communities thrive. Here is my biography.

Edwin W. (Ed) Thauer, Jr., CLU, ChFC, LIC | Wealth Manager | Estate Preservation Strategist | Business Insurance Advisor

Edwin W. (Ed) Thauer, Jr., CLU, ChFC, LIC, is a veteran Wealth Manager with over 49 years of experience guiding individuals, families, and businesses through strategic financial planning, estate preservation, and retirement strategies. Known for his integrity, leadership, and deep industry knowledge, Ed has earned national recognition as a six-time Top of the Table qualifier with the Million Dollar Round Table. His career reflects a lifelong commitment to helping others make informed decisions, and now, as he transitions into legacy-focused work, Ed seeks meaningful board opportunities where he can continue to share his insight and serve with purpose.

Melissa Lewis: Bridging Gaps, Empowering Voices and Leading with Compassion

I’m excited to share my professional biography, which reflects my journey as an attorney, mediator, educator, and advocate for equity, communication access, and wellness. It highlights my work across law, healthcare, and education—and my commitment to building bridges between communities.

Chip Armbruster: Real Estate & Estate Planning Legal Expert

Chip Armbruster is a seasoned legal professional specializing in real estate law, estate planning, and trust administration. As the Managing Member of Tomasetti Law, LLC, he brings nearly 15 years of expertise in guiding clients through complex legal transactions with a strategic and client-focused approach. His background includes a decade of legal practice, experience in higher education as an adjunct professor, and early career roles in academic advising and compliance. With a Juris Doctor from Widener University School of Law and a foundation in kinesiology and exercise science from Indiana University Bloomington, Chip combines legal acumen with a broad perspective on business and compliance matters. His leadership, knowledge, and commitment to client success continue to drive the excellence of his practice.

Tom White: Leading Financial Strategist Committed to Securing Futures and Building Legacies

Tom White is a seasoned financial services professional with over 20 years of experience helping individuals, families, and business owners achieve their financial goals. As the owner of TW3 Group and a partner at Lion Street Advisors, Tom specializes in providing customized insurance and investment solutions that offer clients financial security and peace of mind. With a reputation for integrity and a commitment to building long-lasting relationships, Tom leverages his deep knowledge in wealth management, retirement planning, and estate planning to guide clients toward a secure financial future. His clear communication style and strategic approach ensure that clients fully understand their financial options and can make informed decisions at every stage of life.

Randy C. Renfro: CPA, Forensic Expert, Legal Advisor, and Valuation Specialist

Randy C. Renfro is a distinguished attorney and Certified Public Accountant (CPA) with a multi-disciplinary specialization in legal, tax, accounting, and consulting services. With over two decades of experience, Randy has built a reputation for his expertise in estate planning, bankruptcy matters, and complex business transactions. As a seasoned professional, he has successfully guided clients through intricate financial and legal challenges, including mergers and acquisitions, debt relief, and tax compliance with the IRS. Randy's background as a retired officer in the United States Air Force Judge Advocate General Corps further underscores his commitment to excellence and service. His strategic insight and deep knowledge of financial forensics and business valuation make him a trusted advisor in both legal and financial arenas.