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About: For over 30 years, Greg Womack has been an active professional in the financial services industry. His business experience teamed with his simple, yet dynamic, delivery of financial core concepts makes him a great guest speaker for any organization. He has earned professional certification by the College of Financial Planners, headquarters in Denver, Colorado, and is entitled to use the 'CFP' professional designation. He serves as President and Principal of Womack Investment Advisers, Inc. (WIA), an independent registered investment advisory firm. Greg and his dedicated staff focus on providing clients with a wide range of planning services with an emphasis on investment management and fee-based planning. He has authored numerous articles and has been quoted in nationwide publications, including: Barron's, The Wall Street Journal, Kiplinger's, USA Today, U.S. News & World Report, and TheStreet.com.
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About: Jotham S. Stein is the principal of the Law Offices of Jotham S. Stein P.C. He has more than two decades of experience representing entrepreneurs and C-Suite executives, board members, venture capitalists, private equity principals, and investment bankers as well as less senior employees of all size companies. Stein is a graduate of Stanford Law School and Princeton University. He is admitted to practice in California, Illinois, New York, Colorado, and the District of Columbia as well as the United States Supreme Court, and several United States Courts of Appeals and United States District Courts. He is also a member of multiple bar associations, including the American Bar Association. Stein is the author of Executive Employment Law: Protecting Executives, Entrepreneurs and Employees, a how-to guide for practitioners.
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About: Mark Lazar was raised in a blue-collar family living below the poverty line, and experienced first-hand the struggles and pressures faced by many families in the United States. Rather than discouraging him, these hardships motivated and gave him ambition, fortitude, and a good work ethic. He began working at age twelve and became a millionaire before age 40. Today, Mark’s passion is helping others become financially independent and prosperous, sharing common-sense principles, values, and strategies that lead to financial success. He is a CERTIFIED FINANCIAL PLANNER™, wealth advisor, and Senior Vice President of Investment for Raymond James Advisors. Along with more than twenty-five years in the investment industry, he was an adjunct professor of finance at the University of Utah’s David Eccles School of Business from 2002-2017. Mark holds a BS in finance from the University of Utah, and an MBA from the University of Colorado.
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About: Marilyn Anderson is an author, speaker, and award-winning film and television writer. Her new book, How to Live Like a MILLIONAIRE When You're a MILLION Short, features all kinds of money-saving tips on living the luxury life for less. Although not a millionaire (yet), Marilyn has lived like one for over 20 years, and is now sharing her secrets and advice about discounts, deals, and steals on entertainment & travel, shopping & fashion, health & beauty & more.
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