Holly Simpson is an experienced Estate Planning and Elder Law Attorney in North and South Carolina. Prior to obtaining her law degree, she was a licensed family therapist and helped hundreds of families navigate various life difficulties. Holly graduated at the top of her law school class while juggling the demands of her 6 children. She started Simpson Law Firm because she wanted to continue helping families by creating plans to protect their assets and their loved ones.
William Wright is the founder & president of Financial Professionals Group and has been helping individuals, couples, and families … plan and protect their loved ones. He is a thought leader in the financial services industry and a sought- after speaker for educational events and conferences. He has a vast understanding of the core fundamentals that accelerate the financial planning process, including the required elements to addressing key financial concerns including longevity, legacy & long-term care. William has been recognized as an “astute and gracious collaborator” as his primary focus and the measurement of his own success are based on the achievements and value he brings to others.
DR. JOE NIEUSMA is the CEO and Chief Toxicologist at Superior Toxicology & Wellness, an international scientific consulting firm that he founded. For the past 30 years, Dr. Joe has been active in toxicology research. He has assisted private clients to review their medical records and help them to eliminate unnecessary prescription drugs from their profile.
David E. Frost is a certified Master Fitness Trainer, a rowing coach, a champion competitor, and award-winning adjunct professor. After decorated careers in the US Navy and business world, he founded Well Past Forty LLC to promote wellness and longevity. He specializes in nutrition, endurance, and strength training; adapting sessions for people dealing with cancer, MS, Parkinson’s, Cerebral Palsy, diabetes, and metabolic syndrome. His writings about 21st century knowledge workers became a chapter in: Advances in the Technology of Managing People: Contemporary Issues in Business and Education.
Kelly O’Connor is an elder care consultant and started a Senior Care Authority franchise in the Denver area and has become known as SeniorCareKelly. Prior to that, Kelly cared for older and ailing family members and was responsible for making critical healthcare and estate decisions during a time of crisis. She then dedicated her life to supporting families throughout the elder care journey. She worked in almost every area of the senior care field - independent living, assisted living, memory care, skilled nursing, hospice and home care – before starting Senior Care Authority in 2015.
Sara Finkelstein was educated on the east coast with a degree in Business Management. She joined the financial arena in 1996 and her financial industry experience encompasses employment with a major insurance company and banks. In 2018 she published her first book, “Wi$dom for Women, Discover the Challenges you Must Overcome to Live the Life and Retirement You Deserve.” Sara works together with her husband Paul in helping clients reach their financial needs, goals, and dreams.