SPEAKING

CLIENT LIST

  • Advisor Group
  • AIG Advisor Group
  • Aim Distribution
  • Alliance of Chief Executives
  • Allianz
  • Allstate Insurance
  • American Bankers Association
  • American Express
  • American Society of Aging
  • Artistocrat Leisure
  • Asset International
  • Asset Mark
  • BAM Advisor Services
  • Bank of America Merrill Lynch
  • Benefits Canada
  • Blue Cross Blue Shield
  • B.T. Alex Brown
  • Callan and Associates
  • Charles Schwab Choice Hotels
  • CIGNA
  • Cognizant Technologies
  • Coldwell Banker
  • Community Hospital of the Monterey Peninsula
  • Coca-Cola USA
  • CUSO Financial Services, L.P.
  • Direct Marketing Association
  • Equitable
  • Federal Home Loan Bank of Des Moines
  • Fidelity Investments
  • Financial Advisor Magazine
  • First Allied
  • Florida Bankers Association
  • Florida Public Pension Trustees Association
  • Genworth Financial
  • General Motors
  • GlaxoSmithKline
  • Global Retail Marketing Association
  • Global Women’s Leadership Network
  • Harris Methodist Health Services
  • Hartford Life
  • Hightower
  • Housing Washington
  • Illinois Association of HMO’s
  • ING
  • Institute of Real Estate Management
  • International Cemetery, Cremation and Funeral Association
  • International Foundation of Employee Benefit Plans
  • International Mass Retailers Association
  • International Council of Shopping Centers
  • Investor Protection Trust
  • Jackson National
  • John Hancock
  • JP Morgan
  • The Legends Group
  • LIMRA
  • Lincoln Financial
  • LPL Financial Services
  • Mass Mutual
  • MetLife
  • Melaleuca
  • Merrill Lynch
  • Mills College
  • Missouri Credit Union System
  • Morgan Stanley
  • Motorola
  • New York Life
  • Nu Skin
  • Orange County Register
  • Pensions & Investments
  • Pershing
  • The Principal Financial Group
  • The Prudential Insurance Company
  • Rancho La Puerta
  • Retail Advertising & Marketing Association
  • Santa Clara University
  • Southern Conference on Teacher Retirement
  • SunAmerica Marketing, Inc.
  • T Rowe Price
  • Tanglewood Total Wealth Management
  • Tennessee Institute of Civic Leadership
  • Trizetto Group
  • UBS
  • University of Nebraska
  • University of New Haven
  • US Trust
  • Wachovia
  • Walnut Creek Chamber of Commerce
  • Washtenaw Community College
  • Weisner Publishing
  • WomenAgainstAlzheimer’s
  • WomanSage
  • World Future Society
  • Ziegler Companies