Tom has been in the life insurance industry for over 45 years.  He is a two-time presenter at the Million Dollar Round Table, and keynote speaker to many sales conferences both within and outside of the financial services industry.  He serves on the Foundation Board of FINSECA.  As the Founder of the Breakaway League, he coaches a group of advisors from around the country them a strategy of how to build wealth off the radar screen of the IRS using the current tax code.

A licensed attorney for over thirty years, Bo has been involved in retirement planning for most of his career.  Focusing on a Client’s options, and the implications of the choices they have already made, Bo helps them avoid surprises on the day they stop working.

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Brian has been a public accountant for 33 years.  He has owned a variety of businesses and brings a wealth of consulting experience to his clients.  "My goal is to take technical concepts and break them down to simple language, so clients can learn and apply them to their unique situations.”