Candura @Group - Financial Planning Association - National Capital

Candura @ Group
Dan Candura, CFp®provides financial advice and education to
consumers and financial professionals. He is founder of his own
education and consulting firm Candura Group, LLC.In that role he
provides ethics training across the United States through in-person courses
and webinars. As President of PennyTree Advisers. LLC,a Registered
Investment Advisory firm in Massachusetts, Dan provides personal financial
planning for consumers, financial education counseling to employees in
workplace settings and litigation support and forensic financial analysis services
for attorneys. Dan teaches financial planning, insurance planning and retirement
planning in the Sawyer School of Business at Suffolk University in Boston and is
also a FINRAarbitrator. In 2010, CFPBoard named Dan as the CFp®Ambassador for
the Boston area - one of just seven ambassadors nationwide.
Previously Dan provided leadership to the registered representatives of ING
Financial Advisers LLCin New England. Earlier, he operated a professional
financial planning practice south of Boston after serving as Vice President,
Financial Planning Quality, in the Financial Advisory Services Group of
American Express Financial Advisors in Minneapolis, MN.
Dan appeared as a featured expert on the 2008 PBSdocumentary
Retirement Revolution airing nationally. He has been profiled in The
Journal of Financial Planning, Wealth Manager and Ticker. He has
been quoted in USA Today, The New York Times, Investment
News, TheJournal of Financial Planning, Wealth Manager and
other publications. A dynamic and engaging speaker, he
presented hundreds of seminars and workshops across the
country on topics ranging from the basics of financial planning
to the future of quality within the financial services industry.
Dan served on the Board of Directors of The
Certified Financial Planner Board of
Standards, Inc. from 2004 through 2008
and is a past Chair of the Board of
Professional Review. He chaired the Task
Force on CE& Competency for CFPBoard.
He is a member of the Financial Planning
Association and a NAPFA-Registered
Financial Advisor. He was a founding
member and Co-Chair of the Sales and
Marketing Quality Council of The Conference
Board.
A 1971 graduate of Stonehill College, Dan
entered financial services after a career as an
educator and administrator. He earned a
Masters Degree from Bridgewater State College in 1975 and·
received his certification as a CERTIFIEDFINANCIAL PLANNEW M in
1987.

Don Blandin, President and CEO, Investor Protection Trust (lPT)
Don Blandin, president and CEO of the Investor Protection Trust
(IPT) and the Investor Protection Institute (IPI), has worked in and
with a wide variety .of sectors, including business and industry;
nonprofit; academia and philanthropic foundations; and federal, state
and local government, both in the U.S. and globally. Don has been
building coalitions and partnerships for more than three decades.
Don Blandin was appointed president and CEO of the Investor
Protection Trust (IPT), a nonprofit organization devoted to investor
education, in 2004. Founded in 1993, The Investor Protection Trust
works both nationwide and on a grassroots level to provide
independent objective investor education needed by all Americans to make informed investment
decisions.
As president of IPT, Don works frequently with state securities regulators on programs to help
Americans of all ages become wise and safe investors. Don's achievements at IPT over the past
six years include: sponsorship ofthe "Personal Finance Guide for Military Families;" the recent
Elder Investment Fraud and Financial Exploitation Prevention Program, in partnership with
North American Securities Administrators Association (NASAA) and the National Adult
Protective Services Association (NAPSA); the Investor Education in Your Community®
program; the national MoneyTrack public television series; The Campaign for Wise and Safe
Investing® in partnership with the AARP Foundation, and "The Basics of Saving and Investing:
Investor Education 2020."
Recent awards bestowed -on Don include the 2011 BBB International Torch Award for
Consumer Leadership from the Council of Better Business Bureaus and the 2010 Heart of
Financial Planning Award from the Financial Planning Association.
Prior to assuming his .current leadership role at IPT, Don was president of the American Savings
Education Council (ASEC). While at ASEC from 1996 to 2004, he undertook multiple initiatives
to raise public awareness regarding what it takes to instill long-term personal financial
independence.
Don was an appointed a delegate to both the 1998 and 2002 White House/Congressional
National Summits on Retirement Savings, hosted by the President and Congressional leaders.
Don is a founding member and the first national director of Pi Alpha Alpha, the national
honorary society for public administration.
Don Blandin holds a Bachelor of Arts in political science from California State University, East
Bay, and a Master of Public Administration degree from The American University in
Washington, DC. Don and his wife, Nanette, reside in Washington, DC. They have a son,
Devon, and daughter, Sara.
Apri12011

Shelly L. Jackson, Ph.D.
Jackson 1
Institute of Law, Psychiatry and Public Policy, P.O. Box 800660, University of Virginia, Charlottesville, VA
22907-0660, phone: 434/924-8309, fax: 434/924-5788, email: slj4u@virginia.edu
EMPLOYMENT
2005 - Present: Assistant Professor, Department of Psychiatry and Neurobehavioral Sciences, University of
Virginia.
2003 - Present: Director of Grants and Program Development, Institute of Law, Psychiatry and Public Policy,
University of Virginia; Lecturer, Department of Psychology, University of Virginia.
2000 - 2003: Social Science Analyst, Violence and Victimization Division, Office of Research and Evaluation,
National Institute of Justice, United States Department of Justice.
EDUCATION
American Association for the Advancement of Science {AAAS Member, 1998-1999}.
Society for Research in Child Development Executive Branch Policy Fellowship {1998-1999}, National
Institute of Justice. Funded by the National Institute of Justice.
Masters of Legal Studies {M.L.S.} {1998}: Psychology and Law Program, University of Nebraska College of
Law, University of Nebraska - Lincoln.
National Institute of Mental Health Postdoctoral Fellowship {1996-1998}. Psychology and Law Program,
Department of Psychology, University of Nebraska - Lincoln, in conjunction with the UNL Center on Children,
Families and the Law.
Ph.D. {1996}: Developmental/Experimental Psychology. Department of Psychology, University of Vermont.
M.S. (1992): Applied Developmenta1Psychology. Department of Psychology, Portland State University.
B.S. {1987}: Psychology Major/Business Minor. Rutgers University.
REFEREED PUBLICA TlONS
Jackson, S.L., & Hafemeister, T.L. {under review}. Elder financial exploitation vs. hybrid financial exploitation
co-occurring with physical abuse and/or neglect. Submitted to Psychology of Violence.
Komarovskaya, I., Loper, A.B., Jackson, S.L., & Warren, J.I. {under review}. Trauma, violence, and
revictimization in a sample of incarcerated men and women. Submitted to Journal of Forensic Mental
Health.
Jackson, S. L., & Hafemeister, T. L. {under review}. APS investigation across four types of elder maltreatment.
Submitted to the Journal of Adult Protection.
Jackson, S. L., & Hafemeister, T. L. {in press}. Risk factors associated with the abuse of elderly persons: The
importance of differentiating by type of elder maltreatment. Violence and Victims.

Jackson 2
Jackson, S. L., & Hafemeister, T. L. (in press). How do elderly persons who have been abused and the APS
caseworkers who handle their cases view law enforcement involvement and criminal prosecution and what
impact do these views have on the processing of these cases? Journal of Elder Abuse and Neglect.
Komarovskaya, I., Loper, A.B., Warren,J.I., & Jackson, S.L., (in press). Exploring gender differences in trauma
exposure and the emergence of symptoms of PTSDamong incarcerated men and women. Journal of
Forensic Psychiatry and Psychology.
Jackson, S.L., & Bonnie, R. J. (2011). A systematic examination of smoke-free policies in multiunit dwellings
in Virginia as reported by property managers: Implications for prevention. American Journal of Health
Promotion, 26(1l, 37-44.
Jackson, S. L., & Hafemeister, T. L. (August, 2010). Financial abuse of elderly people vs. other forms of elder
abuse: Assessing their dynamics; risk factors, and society'sresponse. Final-Report submittedto the National
Institute of Justice. http://www.ncjrs.gov/pdffiles1/nij/grants/233613.pdf
Warren, J.I., Jackson, S.L., Loper, A.B., & Burnett, M.L. (May, 2010). Risk markers for sexual predation and
victimization in prison. Final Report submitted to the National Institute of Justice.
http://www.ncjrs.gov/pdffiles1/nij/grants/230522.pdf
Jackson, S. (2004). A USA national survey of program services provided by Child Advocacy Centers. Child
Abuse and Neglect, 28,411-421.
Jackson, S. (July, 2004). A resource for evaluating Child Advocacy Centers. Washington, D.C.: National
Institute of Justice. http://www.ncjrs.gov/pdffiles1/nij/192825.pdf
Haferneister, Thomas L., &Jackson,S~ (2003). The effectiveness of sanctions and law enforcement practices
targeted at youth alcohol possession and consumption. In Institute of Medicine's Developing A Strategy to
Reduce and Prevent Underage Drinking. Washington, D.C.: Institute of Medicine.
Fondacaro, M. R., Jackson, S. L., & Luescher, J. (2002). Toward the assessment of procedural and distributive
justice in resolving family disputes. Social Justice Research, 15,341-371.
Jackson, S., & Hafemeister, T. L. (2001). Parental consent and notification policies: The impact of policies on
the decisions of adolescents to be HIV tested. Journal of Adolescent Health, 29(2), 81-93.
Jackson, S., & Crockenberg, S. (1999). A comparison of suggestibility in four-year-old girls in response to
parental or stranger misinformation. Journal of Applied Developmental Psychology, 19(4), 527-542.
Jackson, S., & Fondacaro, M. (1999}.Procedural justice in resolving.farnilv conflict: Implications for youth
violence prevention. Law & Policy Special issue: The legal and psychosocial context of family violence, 21(2)'
101-127.
Fondacaro, M., & Jackson, S. (1999). The legal and psychosocial context of family violence: Toward a social
ecological analysis. Law & Policy Special Issue: The legal and psychosocial context of family violence, 21(2),
91-100.

Jackson 3
Jackson, S., Thompson, R. A., Christiansen, E., Wyatt, J., Colman, R., Wilcox, B., Buchandahl, c., & Peterson,
R. (1999). Predicting abuse-prone parental attitudes and discipline practices in a nationally representative
sample. Child Abuse & Neglect, 23(1),15-29.
Thompson, R. A., Christiansen, E., Jackson, S., Colman, R., Wyatt, J., Wilcox, B., Buchandahl, c., & Peterson,
R. (1999). Parent attitudes and discipline practices: Profiles and correlates in a nationally representative
sample. Child Maltreatment. 4(4), 316-330.
Thompson, R. A., & Jackson, S. (1998). Ethical dimensions of child memory research. Applied Cognitive
Psychology, 12(3), 218-224.
Crockenberg, S., Jackson, S., & Langrock, A. (1996). Autonomy and goal attainment: Parenting, gender, and
children's social competence. In M. Killen (Ed.), New Directions in Child Development: Children=s autonomy,
social competence, and interactions-with adults and otherchildren: Expioringronnections and
consequences (Vol. 73) (pp. 41-55). San Francisco: Jossey-Bass.
BOOKS and BOOK CHAPTERS
Warren, J.I.,& Jackson, S.L.(undercontract, due February, 2012). Riskmarkers for sexual victimization and
predation in prison. International Perspectives on Forensic Mental Health series. New York, NY: Routledge.
Warren, J.I., & Jackson, S.L. (under review). Personality Disorders.
Brownstein, H.H._,Zahn, M.A., & Jackson, S.L.(2004). Introduction. In M.A. Zahn, H.H. Brownstein, & S.L.
Jackson (eds.), Violence: From Theory to Research. Newark, NJ: LexisNexis/Anderson.
Jackson, S.L., Zahn, M.A., & Brownstein, H.H. (2004). The need for a theory of violence. In M.A. Zahn, H.H.
Brownstein, & S.L. Jackson (eds.), Violence: From Theory to Research. Newark, NJ: LexisNexis/Anderson.
Zahn, M.A., Brownstein, H.H., & S.L. Jackson (eds.) (2004). Violence: From Theory to Research. Newark, NJ:
LexisNexis/ Anderson.
COURSES TAUGHT
Family Violence Across the Lifespan, University of Virginia
Personality Psychology, University of Virginia
Psychology and Law as it Relates to Children and Adolescents. University of Nebraska-Lincoln
Developmental Psychology. University of Vermont
Cognitive-Development. University of Vermont

Theodore A. Miles
Associate Commissioner, Securities
D.C. Department of Insurance, Securities and Banking
Mr. Miles has been the Associate Commissioner, Securities Bureau, in the Department of
Insurance, Securities and Banking (DISB) since July of 2000. During Mr. Miles' tenure
in that position, he has provided leadership in the field of securities regulation, both in
Washington, DC and nationally. After enactment of the Securities Act of2000, Mr.
Miles reorganized the Securities Bureau to include, for the first time, an Examinations
Division and a Corporation Finance Division, to carry out the new legislation. From 2005
to 2007, Mr. Miles was the Chair of the Investment Adviser Section Committee of
NASAA. He has just rejoined that Committee. From 2007 to 2011, he was a member of
NASAA's Investor Education Section Committee. Since 2008, he has been a member of
NASAA's Legal Services Committee.
Mr. Miles came to DISB from the National Science Foundation, where he was the
Deputy General Counsel. Immediately prior to going to the National Science
Foundation, he was Vice President for Legal Affairs and Corporate Secretary of National
Public Radio. Mr. Miles has also held senior legal positions at the Securities and
Exchange Commission and the U.S. Department of Energy. In addition, Mr. Miles taught
Corporations and other securities-related courses at Howard University School of Law
for more than twenty years. Mr. Miles has been a speaker on Securities subjects at the
ABA, the District of Columbia Bar, and other organizations. He is a former member of
the Administrative Conference of the United States and has been a volunteer mediator
with the United States District Court for the District of Columbia.
Mr. Miles is a member of the Bar of the District of Columbia and a graduate of Harvard
College and Howard University School of Law. A lifelong resident of Washington, DC,
Mr. Miles is married to Dr. Carlotta G. Miles; they have three grown children and four
grandchildren.

Karen A. Roberto, Ph.D. is Professor and Director of the Center for Gerontology and the
Institute for Society, Culture and Environment at Virginia Tech. She also holds adjunct
appointments in the Department of Internal Medicine and the Department of Psychiatry and
Behavioral Medicine at the Virginia Tech Carilion School of Medicine. Her research program
focuses on the intersection of health and social support in late life and includes studies of the
daily lives of rural older women with chronic health conditions, family relationships and
care giving, and elder abuse. She is the author of over 150 scholarly articles and book chapters
and the editor/author of ten books. Dr. Roberto has served as chair of the Behavioral and Social
Sciences section of the Gerontological Society of America, and is a fellow of the Gerontological
Society of America, the Association for Gerontology in Higher Education, the National Council
on Family Relations, and the World Demographic Association. She is a recipient of the Gordon
Streib Academic Gerontologist Award from the Southern Gerontological Society and the
Virginia Tech Alumni Award for Excellence in Research.

BETH SHAPIRO KAUFMAN
Beth Shapiro Kaufman is a member in the Washington D.C. law firm of Caplin &
Drysdale, practicing in the areas of estate planning, estate, gift and generation-skipping tax, and
income taxation of trusts and estates. At Caplin & Drysdale, Ms. Kaufman assists wealthy
individuals with their estate planning and tax controversies. She also advises lawyers and other
professionals on complex issues regarding estate, gift, and generation-skipping transfer taxes in
both planning and audit contexts. She is frequently retained by counsel to advocate a taxpayer's
position before the Internal Revenue Service, and has been particularly active in obtaining relief
for failed generation-skipping transfer tax exemption allocations. From 1995 to 2001, Ms.
Kaufman was an Associate Tax Legislative Counsel in the U.S. Treasury Department's Office of
Tax Policy. In that capacity, she was responsible for estate, gift and generation-skipping transfer
tax issues, as well as income tax issues relating to trusts and estates. Ms. Kaufman is a Fellow of
the American College of Trust and Estate Counsel. She was named the 2008 Top Washington
Lawyer in Trusts and Estates by the Washington Business Journal, as well as appearing in the list
of The Best Lawyers in America, SuperZawyers, and Washingtonian magazine's top lawyers. Ms.
Kaufman received her B.A. from Pomona College and her J.D. from Harvard Law School, where
she was an editor of the Harvard Law Review.
#159125

Brent Burns is President and Founding Partner of Asset Dedication, LLC. Brent's deep
background in empirical finance formed the basis for Asset Dedication's modeling and
analysis. His work with Asset Dedication began more than a decade ago at the
University of San Francisco, where he partnered with co-founder Professor Stephen
Huxley to study portfolio performance and the impact of withdrawal rates, inflation, and
market conditions.
Brent is the co-author of Asset Dedication: How to Grow Wealthy with the Next
Generation of Asset Allocation (McGraw-Hili, 2005). He holds an MBA from the
University of San Francisco, and is also a former world-class track and field athlete. He
was a member of the U.S. National Track and Field Team in 1994 and three-time finalist
at the U.S. Olympic Trials in the pole vault.

Gregory R. Valliere - Chief Political Strategist
With over 30 years of experience in covering Washington for institutional investors, Greg Valliere
coordinates political and economic research. He focuses on how Congress and the White House shape
fiscal policies and monitors the Federal Reserve Board's interest rate policies. Prior to joining Potomac
Research, Mr. Valliere served as Chief Policy Strategist for Solei! Securities Corporation. He previously
held key strategy roles at Charles Schwab's Wa~hington Research Group and The Washington Forum.
Mr. Valliere co-founded The Washington Forum in 1974, serving as Chief Political Analyst and editor of
the group's publications, and ultimately as Research Director. He began his career in 1972 at "F-D-C"
reports, a trade publication monitoring the pharmaceutical industry. Mr. Valliere earned his bachelors
degree in Journalism from The George Washington University. He is an exclusive commentator for
CNBC,appearing regularly on network programs such as "Squawk Box," "Power Lunch," "The Closing
Bell," and "Kudlow & Company."

Paul H. Auslander, CFP@
American Financial Advisors, Inc.
Chairman &. CEO
Orlando, Fla.
Paul.Auslander@FPAnet.org
Paul Auslander, CFp@,currently serves as volunteer president for the 24,000-
member Financial Planning Assoctatlon" (FPA@).
Auslander is chairman and CEO of American Financial Advisors, Inc. in Orlando,
Fla., as well as a registered representative with Foothills Securities.
Auslander has been a FPAmember since 1996 and has held numerous leadership
roles with FPAincluding serving as president of FPAof Central Florida, and board
member and symposium chair of FPAof Florida. Auslander's other volunteer service
includes being appointed by the state of Florida's Chief Financial Officer to serve on
the nine-person Financial Literacy Council. Additionally, he was appointed to the
Advisors Council of the Community Foundation of Central Florida.
Auslander attended the University of Kentucky and Columbia University, and earned
his Certified Financial Planner designation in 1987.

Retiree Income Management
William Meyer
Founder, Managing Principal
Throughout his career, William Meyer has looked for new ways to deliver higher quality advice to people in
retirement. He has a unique combination of experiences in leading the design and launch of innovative client centric
services and products, as we" as leveraging technology in service offerings.
Early in Bill's career, he learned financial planning techniques for the affluent, and has strived to apply those insights
to a" households regardless of wealth. He has a track record of successfully developing products and services in
executive leadership roles at H&R Block, Advisor Software, and Charles Schwab.
He has an MBA from UCLA's Anderson School and is a Trustee of the Securities Industry Institute at Wharton.

John L. Olsen, CLU, ChFC, AEP is a financial advisor and estate planner practicing in St.
Louis County, Missouri.
John graduated from the University of Missouri at Columbia, in 1968, with a B.A in
history. He holds the Chartered Life Underwriter (1983) and the Chartered Financial
Consultant (1985)designations from the American College. John completed the two-year
i.'t course in personal and business life insurance offered by the Life Underwriters Training
Council (LUTC) in 1975, and the one-year Advanced Sales course in 1979. In 2004, he
received the designation of" Accredited Estate Planner" (AEP) from the National Association
of Estate Planners & Councils.
John joined the financial services industry in 1973. He has worked for several insurance
. companies as an insurance agent, sales manager, Agency Director of Training; and
Regional Marketing and Sales Consultant In 1987, he left management to form his own
firm, Olsen Financial Group, of which he remains President. In 2010,John formed, with co-author Jack Marrion, Olsen
& Marrion, LLC. This firm publishes and markets their book Index Annuities: A Suitable Approach.
John has written and taught courses in insurance, financial, and estate planning and conducted seminars for agents,
planners, and lay audiences. In addition to serving his own clients, John provides case consulting services to
attorneys, accountants, insurance agents, and financial advisors, and provides expert witness services in litigation
involving annuities and investment products. He is a Past President of the St. Louis chapter of the National
Association of Insurance and Financial Advisors (NAIFA), serves on the Board of Directors of the St. Louis Estate
Planning Council, on the Continuing Education Advisory Board of the American Academy of Estate Planning
Attorneys, and is a former Director of the St. Louis chapter of the Society of Financial Services Professionals.
John has written articles on life insurance, annuities, planning software, and financial & estate planning topics for
Financial Planning, The Journal of Financial Planning, Investment Advisor, Life Insurance Selling, Broker World, On Wall
Street Planned Giving Today, the Journal of the Society of FSP, National Undenariter, the quarterly newsletters for the
Estate Planning and Retirement & Employee Benefit Planning Sections of the Society of Financial Services Professionals,
and has been quoted in The Wall Street Journal, Forbes,Investment Advisor, Money, Time, Barron's, Investment News,
On Wall St., and other publications. John has appeared in several of the Society of Financial Service Professionals'
nationally distributed video teleconferences (VTCs),audioconferences, and podcasts. In 2010,John was named to the
Editorial Advisory Board of Tax Facts, a tax reference work widely respected and used in -the financial services
industry. He edited the questions relating to annuities in the 2011 edition.
In 2009, John completed, with co-author Michael E. Kitces, the second revised edition ofThe Annuity Advisor, a book
for professional advisors published by The National Underwriter Company. His article, "Annuities and Suitability:
Reflections on the State of the Debate", appearing in the Nov, 2006 issue of the Journal of Financial Service Professionals,
won the First Place prize in the 2006 Kenneth Black, Jr. Journal Author Award Program. John is co-author, with Jack
Marrion, of Index Annuities: A Suitable Approach, published in 2011 by their firm, Olsen & Marrion, LLC
(www.indexannuitybook.com).In 2011, John was awarded the Paul S. Mills Scholarship by the Foundation for
Financial Service Professionals, an award established to recognize the conferee's demonstrated commitment to
lifelong education, volunteerism, and ethical practice. He is currently working on a new book, on taxation and
suitability of annuities, for professional advisors.
John is a sought-after speaker, having given presentations to chapters of the Financial Planning Association, the
National Association of Insurance and Financial Advisors, and the Society of Financial Services Professionals, to
several Estate Planning Councils, the Missouri Society of CPAs, the Southern California Tax & Estate Planning Forum,
the American Academy of Estate Planning Attorneys, several national conventions of the Financial Planning Association,
and the national conventions and "Arizona Institute" of the Society of Financial Services Professionals.
John lives in Kirkwood, Missouri with his wife, Katherine. He enjoys reading and playing guitar, arguing almost
anything, is an adequate pistol shot, and a terrible golfer. John can be reached at: 131 Hollywood Lane / Kirkwood,
MO 63122/ voice: 314-909-8818/ FAX:314-909-7912/ email: jolsen02@earthlink.net

Melissa Beck Hamidi
Vice President, Field Operations
Melissa Beck-Hamidi joined LivHOME in 2002 as a Care Manager in
the Newport Beach office. Melissa first joined LivHOME as a
professional Care Manager in the de novo Newport Beach, CA office.
During her corporate tenure, Melissa has led the successful start-up
and implementation of 8 locations, and continues to grow their
nationwide presence through Franchise sales.
Prior to joining LivHOME, Melissa spent 10 years working in the
Continuous Care Retirement setting of southern California, where she
earned her Nursing Home Administrator's license. During this time
Melissa partnered with an elite team of Medical Director's building the
facility's reputation for exceHence in orthopedic rehabilitation, and
dementia care. This allowed her to gain a deep knowledge of the
geriatric population, and fueled her continued passion for serving older
adults.
Prior to her role as Vice President, Melissa's career experience
include positions held as Director of Social Services, Skilled Nursing
Administrator and Geriatric Care Manager.
Melissa earned her degree in Business Health Administration from the
University of California, Riverside and is certified in the Eden
Alternative.
Melissa is active in a number of professional organizations including:
• Alzheimer's Association Partnership
• American Society on Aging
Melissa can be reached at (781) 41 &-2000 or by email at
mbhamidi@livhome.com.

STEVE STARNES
Steve is a financial planner at the Monitor Group, Inc. in McLean VA. He is involved in all aspects of
integrated wealth management, including estate planning, tax planning and preparation, investment
management, philanthropic giving and other complex financial issues. Steve specializes in working with
clients with Alzheimer's and other forms of dementia. Steve has a professional contribution published in
the Journal of Financial Planning and speaks regularly about diminished financial capacity caused by
dementia.
Steve graduated with bachelor's degrees in Economics and Aerospace Engineering from the University of
Michigan. In 2010 he received his MBA from University of Virginia's Darden School of Business.