Book a Speaker

"Education is not the filling of a pail, but the lighting of a fire." -William Butler Yeats

Don Nalls, CFP®
Principal, Financial Advisor


Don Nalls is a student of the markets, with extensive industry experience and a broad academic background in management, strategic studies, economics, and history. He also maintains a lively interest in foreign affairs and military issues, and educates on these diverse interests with clarity and passion.

Keynotes and Seminars

  • Reaching Your Retirement Goals
  • Defined Contribution Plan Educational Seminars
  • Evidence-based Investing
  • Investing for Service Men and Women

Book Don as a Speaker

T. Lee Sherbakoff, CPA/PFS, CFP®
Principal, Financial Advisor


Lee specializes in creating and executing financial plans that lead to sustainable long-term, real life returns, but has a passion for educating clients and CPAs about investing and the financial planning process. His 31+ year career in the U.S Army Reserves also allows him to meet Service Men and Women on their level, discussing the unique challenges that they face.

Keynotes and Seminars

  • Retirement Income Planning
  • Social Security Optimization and Claiming Strategies
  • Investor Behavior Consulting
  • Investing Principles for Certified Public Accountants
  • Investing for Service Men and Women

Book Lee as a Speaker

Kim Spencer, CFP®, CDFA®
Financial Advisor


As a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner, as well as a Certified Divorce Financial Analyst™, Kim specializes in working with women going through life transitions. From helping clients get serious about being good stewards with their money, to gaining control over their resources and simplifying their financial lives, Kim’s passion is helping clients work through that process.

Keynotes and Seminars

  • Personal Financial Planning
  • Divorce Financial Flanning
  • Finance for Women in Transition

Book Kim as a Speaker