The conference committee represents a group of enthusiastic and experienced cross-border practitioners.
Ashley is a tri-citizen of the USA, Australia, and the UK. In 2013, Ashley founded Arete Wealth Strategists, a fee-only financial planning and investment management firm for Australian/American expatriates. Ashley works with clients to bring strategy, structure, clarity and confidence to their global financial lives and keep it that way. He is also the Founder and President of the Global Financial Planning Institute. The GFP Institute is an organization founded to provide education, community, tools/resources, and ongoing research for fiduciary financial advisors and affiliated professionals worldwide who work with cross border clients.
Dr. Matt Goren, CFP® is a financial educator and psychologist working to improve the competency of the financial planning profession. Each year, over 10,000 current and future financial planners receive industry-leading education from CeriFi. Collectively, those folks go on to provide financial advice and planning to millions of people around the world.
Lauris S. Lambergs, CIMA®, GFP (USA) is Co-founder & Chief Investment Officer of Renaissance Wealth Advisors, a Boston-based RIA that specializes in helping cross-border clients identify, create and sustain long-term financial well-being. Lauris graduated from Duke University with a degree in French & Political Science. He has spent significant time outside the US - living, studying & working - and has developed a deep appreciation for the complexities that go into making complex decisions around wealth in a global setting.
As CERTIFIED FINANCIAL PLANNER™ with 8+ years of experience working with a number of Advisers, both domestically and internationally, my objective is to provide laser-focused, individualized financial planning for financial and investment advisers' clients, using state-of-the-art tools to produce accurate, and visually compelling Statement of Advice documents, financial plans and reports.
Anja Luesink, CFP® RLP® CeFT® GFP (USA), is the co-owner of Luesink Stenstrom Financial a holistic financial planning firm based in New York City. She and her business partner know cross-border planning issues from their own experience. She works with clients cross-border in Europe (specifically Netherlands, UK and Spain) and in Australia.
I am a CFP® professional (US designation) and Enrolled Agent specializing in the intricacies of working with expatriates, principally the American community in Mexico and Mexicans in the U.S. I know how wonderful (and challenging) it is to live as an expat because I have lived that life. I have owned and sold real estate and operated business on both sides of the U.S. - Mexico border. I grew up in Mexico City, but I have lived and traveled as an expat in many countries, including Venezuela, Sudan and the Republic of Georgia. I firmly believe that the financial planning process applied in a cross-border environment will significantly improve your life.
Helene Brown, CFP® serves as Wealth Planner, Director at Cresset. She has worked in the wealth management industry since 2010, serving a diverse client base with a specific focus on high-net-worth individuals and international clients. Her areas of specialty include comprehensive financial planning, cross-border financial planning, philanthropic and legacy planning, as well as strategizing around estate and tax planning. She is a Certified Financial Planner (CFP®) practitioner and she also holds the Global Financial Planner (USA) designation.
Michelle is a Senior Wealth Advisor in our High Net Worth practice, which serves clients with $3.5 million or more of investment assets. She works closely with individuals and families to provide comprehensive financial planning and investment management solutions. A few key areas of focus include working with multi-generational families, business owners, and families with an international presence.
Alicea Castellanos is the CEO and Founder of Global Taxes LLC. Alicea provides personalized U.S. tax advisory and compliance services to high net worth families and their advisors. Alicea has more than 20 years of experience. Prior to forming Global Taxes, Alicea founded and oversaw operations at a boutique tax firm, worked at a prestigious global law firm and CPA firm. Alicea specializes in U.S. tax planning and compliance for non-U.S. families with global wealth and asset protection structures which include non-U.S. trusts, estates and foundations that have a U.S. connection.
Allen Koski is with Insured Nomads as President and Chief Innovation Officer. I'm eager to meet you via linked in or at firstname.lastname@example.org. Insured Nomads is a supporting the location independent population with health, security, evacuation and comfort services. We also make an impact in our global community as we support Not for Sale and Share Hope International. Please join me in listening to our podcast "The New Nomad" with Andrew Jernigan.