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.

Strategic finance leadership is not about reporting the past—it is about architecting the future. As Joshua Menold illustrates through decades of experience across industries, the most impactful finance leaders move beyond traditional accounting to become drivers of execution, accountability, and organizational alignment. By building financial systems that translate vision into measurable action, grounding ambitious goals in economic reality, investing in the right talent, and redesigning processes with intention, finance becomes a central force in operational transformation. Ultimately, when finance is fully integrated into strategy, it stops being a support function and becomes the engine that turns vision into sustainable results.

I am excited to share a comprehensive look at my professional journey, leadership experiences, and the values that have shaped my work across five decades. From financial advising and board governance to business development and mentoring, my career has been dedicated to empowering people and organizations to reach their full potential. Here is my biography.

I’m excited to share a more complete look at my professional journey—from my early years in the U.S. Navy to my work in national security, engineering leadership, and artificial intelligence consulting. I’ve been fortunate to contribute to complex missions, global collaborations, and transformative technologies, and I remain passionate about helping organizations navigate the future with clarity and purpose. Here is my biography.

I’m excited to share a more detailed look at my professional journey, my experiences in the financial services industry, and the values that guide my work with individuals, families, and organizations. As I continue expanding my advisory and board involvement, I look forward to connecting with leaders who share a commitment to strategic growth and meaningful impact. Here is my biography.

I am pleased to share a comprehensive look at my professional journey and experience in finance, accounting, and executive leadership across financial services, healthcare, and higher education. Over 32 years, I have had the opportunity to drive operational efficiency, implement strategic financial initiatives, and mentor high-performing teams. I am now seeking opportunities to contribute at the board or advisory level to help organizations achieve sustainable growth and success. Here is my biography.

I’m proud to share my professional journey—a story shaped by service, leadership, and a lifelong commitment to helping others succeed. From my years in the Canadian Armed Forces to my work in finance, mentorship, and advocacy, each chapter has deepened my belief in purpose-driven leadership and community impact. Here is my biography.

I’m proud to share a comprehensive look at my leadership journey, the values that guide my decisions, and the experiences that have shaped my work across both business and community service. Over the past several decades, I’ve had the privilege of leading teams, building organizations, and contributing to meaningful initiatives that align people, strategy, and purposeful innovation. Here is my biography.

I’ve had the privilege of spending more than 40 years helping individuals, families, and organizations align their financial strategies with their goals and values. My journey has been guided by a commitment to integrity, thoughtful leadership, and continuous growth—qualities I strive to bring to every endeavor. Here is my biography.

I am excited to share my professional biography, which highlights my 38 years of experience in insurance, financial services, and product distribution. My journey with AmeriLife has taken me from agent to senior executive, where I have had the privilege of leading teams, developing products, and shaping strategies that drive growth and impact. I am passionate about applying my knowledge and leadership to help organizations thrive.

I am excited to share my professional biography, which reflects more than 20 years of experience in finance, accounting, and strategic leadership across diverse industries including commodities, real estate, technology, publishing, and non-profit sectors. Throughout my career, I have been committed to leveraging financial insight to strengthen organizations, lead teams, and support long-term growth.

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.

George Follini Jr, CPA, CGMA, MS, is a seasoned financial executive and founder of Follini & Associates CPA, P.C., with over 35 years of experience in public accounting, tax strategy, asset management, and executive leadership. Known for his deep expertise in financial regulation and his ability to scale operations across multiple states, George has led both boutique CPA practices and billion-dollar asset management firms. From his early days at PwC and Deloitte to his executive tenure at Guggenheim Partners, George has consistently delivered strategic financial solutions with integrity, precision, and visionary leadership.

Cyril Morel is an accomplished executive whose career spans over 15 years at the intersection of real estate development, financial strategy, and global operations. As Principal and COO of Synapse Development, he has led over $250 million in assets under management, championing energy-efficient projects and pioneering technology-integrated real estate models. Known for his disciplined leadership and strategic decision-making, Cyril has delivered transformative outcomes across multiple sectors—from Passive House-certified multifamily developments in New York to LEED-certified hospitality projects in San Francisco. With a foundation built at the United Nations and refined through ventures in finance and proptech, he brings a rare blend of operational precision, global awareness, and impact-driven vision to every opportunity he pursues.

Steven Jones is a transformational business leader with over 40 years of experience driving growth and value through strategic acquisitions, capital structuring, and operational excellence. As CEO of Jones Wine Consulting, he has led multimillion-dollar M&A initiatives, raised over $100 million in investment capital, and built a legacy of success across the wine & spirits, real estate, and investment industries. Known for his integrity, strategic vision, and collaborative leadership style, Steven is a trusted advisor to executives, investors, and nonprofit partners alike.

Balancing personal fulfillment with professional success starts with building a business that holds real, transferable value. Whether you're planning your retirement or just want more freedom today, focusing on three essential traits can elevate your business: strong next-level management, scalable operational and financial systems, and a diverse customer base. These attributes not only make your business more attractive to future buyers but also empower you to enjoy greater flexibility and resilience in the present. Think of it as future-proofing your company—laying the groundwork now so you can reap both immediate and long-term rewards.