Brent Gleeson is a Navy SEAL combat veteran with multiple tours to Iraq and Africa and other theaters of war. Upon leaving SEAL Team 5, Brent turned his discipline and battlefield lessons to the world of business and has become an accomplished entrepreneur, author, and acclaimed speaker on topics ranging from leadership and building high performance teams to culture and organizational transformation. You can learn more about his leadership philosophies in his weekly columns on Inc.com and Forbes.com.
He has also starred in several reality shows including NBC’s Stars Earn Stripes where he and Chris Kyle of America Sniper along with other special operations professionals were paired with celebrities to compete and raise money for charities like Wounded Warrior Project.
He is the author of TakingPoint: A Navy SEAL’s 10 Fail Safe Principles for Leading Through Change, which will be published by Simon & Schuster on Feb. 20, 2018. Between his experiences in the SEAL Teams and building award winning organizations that have topped the Inc. 500 list of fastest growing companies, Brent has become a business transformation expert. TakingPoint highlights his ten principle program all leaders and managers will need to lead change and achieve winning results in the twenty-first century business landscape.
Learn more about Brent at http://www.brentgleesonspeaker.com/
Speakers at the 2018 SSG Conference
In her Morningstar role, Sheryl focuses on tax-efficient portfolio management strategies for Morningstar’s Total Rebalance Expert (software that she designed and ultimately sold to Morningstar) and serves as a subject-matter expert on tax-efficient investing, portfolio rebalancing, and advisor practice management.
Rowling has nearly 40 years of experience in the financial services industry, leading Rowling & Associates, a fee-only wealth management firm. Focusing on holistic financial advice, Rowling & Associates provides integrated tax-efficient portfolio management designed to assist clients in reaching a worry-free future.
He has worked in the association management industry since 2000. Prior to joining NAPFA 2013, Brown had been an account executive with Sentergroup, a Chicago-based management consultancy specializing in associations and other nonprofit organizations. . Prior to his time at Sentergroup, Brown served as an association manager for SmithBucklin Corp., the world’s largest association management company based in Chicago.
Brown received his Bachelor of Arts degree in government & politics from the University of Maryland and his Certificate in fundraising management from Indiana University. He is a member of American Society of Association Executives and received his Certified Association Executive designation in (CAE) 2010. He is also a member of the Association Forum of Chicagoland.
Pike is Vice President at Tanglewood Legacy Advisors, LLC in Houston, TX, an independent firm which develops unique private wealth planning as well as investment strategies and exit planning services to entrepreneurs, executives and private business owners – serving as the Family CFO. He has more than 20 years of experience in the financial services industry.
Stacy has received numerous industry awards, among them, Investment News 2016 Women to Watch, Financial Planning Association’s Heart of Financial Planning Award and Financial Planning Magazine’s Pro Bono Award. She was also listed as a national Money Hero by CNN Money Magazine and received the Women’s Choice Award for one of the best financial Advisors for women.
Shawn has a B.Sc. in Applied and Computational Mathematics and a
Master’s Degree from York University focusing on Predictive Expert
Systems, a form of software technology commonly referred to as
Shawn started working in the IT field in 1982 and in 1986 became
involved in the knowledge engineering and development of an early
financial planning expert system for a Canadian insurance company. In
1990 Shawn started PlanPlus Inc. and has been working in the financial
planning field ever since, delivering software, training and business
Tim is frequently quoted in the wealth management media on a wide range of
business management and industry topics. He is the author of a number of
industry white papers, a regular columnist for RIABiz, ThinkAdvisor, and wealthmanagement.com, and is a frequent speaker at industry conferences and events. Tim earned a bachelor’s degree in Economics from the University of California, Berkeley and an MBA in Finance from the University of Colorado’s
Leeds School of Business.
Tim holds the Certified Financial Planner, CFP ® designation and served as an
elected member of the Financial Planning Association’s National Board of
leading wealth management firms. He’s also founder and president of Junxure, a practice improvement firm that integrates software, training and consulting to help advisors streamline operations, deliver exceptional client service and grow their practices intelligently.
Greg is widely recognized as one of the nation’s top financial advisors. In 2008,
Financial Planning Magazine named him to their elite list of “Movers and
Shakers.” In 2008 and 2009, Investment Advisor Magazine included Greg in its
list of Top 25 most influential financial advisors. He is one of a select few
advisors to be named in consecutive years. In 2008, Charles Schwab Institutional presented Greg’s previous firm, Friedman & Associates, with its prestigious IMPACT Award™ for “Best in Tech”. Most recently, Financial Planning honored Greg with one of its Influencer Awards, presented to six advisors “whose innovative ideas and wide-reaching work are forging new paths for the planning industry.”