Josh Tillman Cook Tillman Law Group

Josh Tillman, partner at Cook Tillman Law Group, has been recognized as an estate planning specialist by the Tennessee Board of Certification and Specialization and holds the Accredited Estate Planner and Estate Planning Law Specialist designations with the National Association of Estate Planners and Councils. Josh received his B.A. in International Studies from Miami University in Oxford, OH in 1998 and his J.D. from George Mason University School of Law in 2013. He is a member of the Tennessee Bar Association, Estate Planning Section.

Aaron Morales Cook Tillman Law Group

Aaron works with our partners in estate planning. He obtained his law degree in California, where he is licensed to practice law, and has a limited license in Tennessee pending admission to the state bar.

David P. Grau Jr. Succession Resource Group

David Grau Jr. is the CEO of Succession Resource Group, the nation’s leading consulting firm on advisor valuation, acquisition and succession planning. David is a published author and accomplished speaker on advisor M&A and is regularly cited and interviewed in the industry’s most widely read publications. He is one of the leading speakers in the financial services industry on mergers and acquisitions, with over 300 presentations to his credit, as well as serving as an expert for arbitration and litigation.

Matt Hayon Compass CFO Solutions

Matt brings over a decade of experience helping small businesses improve their operations and minimize costs. A proclaimed efficiency expert, Matt is obsessed with applying new creative strategies to strengthen the bottom lines of the clients he works with. Matt graduated with a bachelor’s degree from New York University and holds the Project Management Professional (PMP) designation. Matt lives in New York City with his wife, Emily.

Dr. Daniel Crosby Psychologist & Author

Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby’s first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The Laws of Wealth, was named the best investment book of 2017 by the Axiom Business Book Awards and has been translated into 10 languages. His latest work, The Behavioral Investor, was Axiom’s best investment book of 2019 and is a comprehensive look at the neurology, physiology and psychology of sound financial decision-making.

Stephen Boswell Oechsli Institute

Stephen Boswell, MBA, is the president of Oechsli and leands their team of nearly 50 coaches and digital marketers. He is the author of Best Practices of Elite Advisors and a frequent speaker at industry events across the US and Canada. You can catch im on the Stephen and Kevin Show podcast or in his many articles on WealthManagement.com. Stephen is married with three sons and enjoys running and playing golf. He and an MBA for the University of North Carolina at Greensboro and a bachelors degree for Appalachian State University.

Lisa Solomon OneDigital Health & Benefits

Lisa Solomon is a Benefits Consultant of OneDigital Health and Benefits, a national agency with experienced, local employee benefits advisors who create greater value for employers and inspire individuals to become more engaged healthcare consumers. Lisa has 30+ years of experience in the insurance industry. Prior to joining OneDigital in 2014 Lisa worked for a national insurance carrier driving their small group sales and retention. She has additional experience in key client account management and strives to develop strong business relationships with clients. Lisa earned her Bachelor of Science in Organizational Management from Covenant College.

Matt Rogers Heartland Payroll Solutions

Matt began his payroll career in 2004 when his CPA advised him to sign up for payroll with Paychex. He quickly went from a client to a payroll rep for the company. Matt soared to top positions in the company and became one of the Top 10 payroll reps in America. In May 2015, Matt took a leap of faith with Heartland Payroll, a publicly traded company under Global Payment Systems (GPN on Nasdaq). Closing on his sixth year with Heartland, Matt prides himself on a 96% customer satisfactory rating touted by the #1 rated payroll operations team in the country.