I’m honored to share my professional biography—a reflection of my journey through leadership, coaching, and lifelong learning. From my years in financial services and practice management to my work in leadership development and international collaboration, my mission has always been to help others find clarity and growth.

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 reflects more than three decades of leadership in trust, wealth management, and fiduciary services. Over the years, I have had the privilege of serving clients, leading teams, and guiding organizations through growth and transformation, all while remaining committed to integrity and stewardship. As I transition into greater focus on advisory and board service, I look forward to continuing to share my experience and insights with organizations poised for success.

I am excited to share my professional biography, reflecting on my nearly four decades of experience in the financial services industry. Throughout my career, I have been privileged to lead growth initiatives, mentor advisors, and contribute to the success of nationally recognized organizations. My passion for empowering professionals and building strong organizations continues to inspire me as I look toward new opportunities, including board service.

I am excited to share my professional biography, which reflects my journey as a healthcare innovator, wealth advisor, and purpose-driven leader. Over the course of more than three decades, I have been blessed with opportunities to serve families, patients, and communities while building MY911® to transform healthcare communication. My mission has always been rooted in resilience, empowerment, and the belief that life is a gift meant to be lived with purpose.

I am grateful for the opportunities I’ve had across my career—from auditing international banks with Deloitte, to leading ventures at Compaq, to building my own financial firm, and now researching artificial intelligence strategies for corporate leaders. My journey has been guided by a commitment to financial excellence, ethical governance, and innovation. Here is my biography.

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.

I’m a passionate and experienced executive leader in wealth management and operations, with over 30 years of driving transformation across complex financial institutions. My work has always centered on creating meaningful impact—improving client and advisor experiences, leading high-performing teams, and delivering strategic and operational excellence. From founding my own consulting firm to serving in senior roles at Ameriprise Financial and Wells Fargo, I’ve focused on building trust, driving efficiency, and leading with integrity.

I'm excited to share my updated executive biography, which reflects my journey across three decades of creative strategy, brand development, and digital innovation. From launching C&C Branding to exploring the intersections of AI and culture through the Form Wave Collective, I’ve always believed in the power of clarity, curiosity, and collaboration.

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.

Benjamin A. Jagoe is a distinguished financial executive and investment strategist known for his cross-sector expertise, global investment fluency, and principled leadership. As Chief Investment Officer at Dobbs Management Service, Ben oversees a sophisticated portfolio spanning public equity, private assets, and alternatives—executing strategic acquisitions and advising family stakeholders with institutional-grade rigor. His legacy includes driving operational excellence across six board seats, spearheading venture investment initiatives, and serving as a trusted voice on financial strategy, family governance, and philanthropic engagement.

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.

After more than 25 years in financial services—across client advising, compliance, operations, and leadership—I’m excited to share a detailed view of my professional journey. I’ve always believed in the power of collaboration and clarity, and I’m looking forward to exploring opportunities where I can contribute to board service and organizational strategy. Here is my biography.

Over the past 28 years, I've been fortunate to work across the spectrum of finance, economics, and public policy—from managing hedge funds to writing books and advising startups in mining and materials. I'm now seeking to expand my board engagements and collaborate with organizations that value strategic insight and long-term thinking. Here is my biography.

I’ve had the privilege of working across legal, financial, and wealth advisory landscapes over the past 40 years—from investment banking and family office strategy to C-suite leadership and client advisory. I’m proud to share this biography that reflects not only my experience but also the values and impact that have guided my career. Here is my biography.

I’m a passionate CEO, entrepreneur, and board leader with a deep commitment to building businesses, developing people, and driving impact through strategic leadership. Over the years, I’ve founded multiple companies, served on national and international boards, authored books on leadership and performance, and helped generate billions in new revenue through executive coaching and sales development. I’m grateful for the opportunity to work with high-level leaders, contribute to causes I believe in, and continue learning every step of the way.