Chris Herrmann, CLU, CEBS has over 30 years of experience as a specialist in income replacement strategies when people can no longer work on their jobs because of injury or sickness. He has expertise in both Individual and Group Disability Insurance selection and application.
Jim Singler is a highly-experienced estate planning attorney who has been advising individuals and couples in Ohio and Kentucky for well over a decade. He founded Singler Law LLC after serving as Partner at two large Cincinnati-based law firms, where he also focused his practice in the areas of estate planning and estate administration.
Mary Read CPC, QPA, CPFA is National Director of Pension and Protection Planning at Pentegra Retirement Services and partner of M & R Business Development Group. A leading authority in qualified retirement plans with more than 30 years experience, Mary has an extensive background in plan design and development.
Omega Accounting Solutions is a financial and tax advisory based in Irvine, California that empowers small and medium-sized businesses (SMBs) to make better-informed decisions. We simplify complex daily challenges through expert accounting, tax consulting, and business intelligence technologies to optimize your finances and create new opportunities for growth.