Virginia H. Grigg

Virginia H. Grigg Christian & Barton, LLP 909 E. Main Street, Suite 1200 Richmond, VA  23219 804-697-4154 vgrigg@cblaw.com Ms. Grigg is an attorney with Christian & Barton, L.L.P., where her primary area of practice is in trusts and estates.  Ms. Grigg received her B.A., cum laude, from James Madison University and her J.D. from T. C. Williams … Continue reading Virginia H. Grigg

Susan M. Tillery

Susan M. Tillery, CPA/PFS is President & CEO of Paraklete® Financial, Inc. Paraklete®provides integrated fee-for-service personal financial planning and virtual family office services, without asset management or product sales.The firm acts as An Advocate in Financial Services® for its clients with a disciplined focus on independence and objectivity. Susan is also a co-founder and President of Financial Planning Advocate, … Continue reading Susan M. Tillery

Jaclyn Lee

Managing Associate Editor jaclyn.lee@lewissaret.com Jaclyn Lee is a recent graduate of Georgetown University’s School of Foreign Service, where she majored in Science, Technology & International affairs with a concentration in Energy and Environment and a certificate in International Development. She is the current Vice President of the Senegal-based nonprofit Natangué Sénégal and has worked in … Continue reading Jaclyn Lee

Guy E. Baker

Guy E. Baker Ph.D., MBA, CFP, is co-managing partner of BMI Consulting in Irvine California. Guy’s practice focuses on sophisticated estate, succession and compensation strategies for closely held businessowners and their key employees. A recognized expert in life insurance funding and financing, he has authored numerous articles and books on investments, sales psychology and business … Continue reading Guy E. Baker

Stanley Mountford

Stanley Mountford, is co-manager partner of BMI Consulting, LLC in Irvine California. Over the last forty years Stan has worked with hundreds of business owners on executive compensation, business succession and exit strategies with expertise in plan design, actuarial, accounting, relevant tax law and funding. He has authored numerous articles and is a nationally known … Continue reading Stanley Mountford

Annette Nellen

Annette Nellen, CPA, Esq., is a professor at San Jose State University where she also directs the graduate tax program (MST). She teaches courses on tax research, tax accounting methods, property transactions, individual taxation, ethics and tax policy. She is a prolific author and frequent presenter on tax law developments, new economy tax matters, disruptive … Continue reading Annette Nellen