Susan Baer, president of Baer Technology, provides onsite and remote tech support services, and has trained and supported more than 4,000 computer owners since November 13, 1994. The company provides one-on-one and group training and technology support to home users, small to medium-sized businesses, as well as large corporations. Susan also speaks to groups in person and online about a wide range of technology issues, including the relationship to brain health. Baer Technology serves clients locally and around the world.
Alexis Boccanfuso is a Certified Professional Organizer who provides financial organizing, daily money management, and productivity consulting to individuals, seniors, high-net-worth families, and small businesses. With more than two decades of experience in the business world, Alexis knows her way around numbers, people, details, project management, and problem solving.
Alexis has a BS in business administration and previously worked at Deloitte and KPMG in Manhattan, where she consulted for clients in the financial, governmental, technology, health care, pharmaceutical, and insurance industries. Alexis is a USCA Certified Level II Curling Instructor, a practicing Buddhist, and loves to binge watch Netflix.
Kay Bransford transitioned from a corporate career to work as a daily money manager after caring for her parents. Today she runs an agency in the metro-DC area serving adults with cognitive issues, busy professionals, and high-net-worth individuals.
Before she even knew she was a DMM, her business, MemoryBanc, received an Older-Adult Innovation Award from AARP. For the past five years, her blog, Dealing With Dementia, has been named a top Alzheimer’s blog by Heathlie. She wrote MemoryBanc: Your Workbook for Organizing Your Life and is regularly quoted in the media on articles related to the finances of caregiving.
Colleen Cove, RN
Colleen Cove, RN, has 40+ years’ experience in providing care to people at end of life. As an end of life doula, she accepts death as a natural, expected part of life. She provides nonjudgmental emotional/spiritual support in assisting each client with having personally meaningful experiences during the last path of their journey. Being a doula is about companioning, serving, and empowering the person at the end of his or her life.
Colleen Duewel, MPH, CMC, CDP is the founder of LionHeart Eldercare Consulting, an agency providing care management for the aging and disabled populations in Northern Virginia, Maryland, and Washington, DC. Colleen has extensive experience as an Advanced Care Planner, certified aging life care professional, nursing home ombudsman, certified dementia practitioner, and end of life doula. Colleen’s goal is to foster autonomy, relieve family caregiver worries, and help older adults thrive.
Rebecca Eddy, MBA, CDMM® is a founding partner of Eddy & Schein Group™ and was founding president of AADMM-GNY Chapter. She has taught AADMM’s Business Basics course for many years, helped launch the Business Accelerator course last year, and has presented at past conferences. During the 30 years that Rebecca has been a DMM, her business has gone through many iterations, including solopreneur to partnership, growth in staff, expansion to CA, and multiple rebrandings, which gives Rebecca a unique perspective on pivoting when circumstances change. She has her BA from Kirkland College and her MBA from Yale School of Management.
Before joining Eddy & Schein Group in 2016, Arlene Glotzer, MA, had a career in foreign currency risk management at the Federal Reserve Bank of New York, Ford Motor Company and New York banks. While managing investments and tax matters and hiring caregivers for her parents, Arlene was drawn to the field of daily money management. She has become a strategic-minded DMM to clients across the age spectrum, with a particular interest in young and divorced people launching independent financial lives. Arlene receivedher BA from Binghamton University and her MA from the Johns Hopkins School of Advanced International Studies.
David is the founder and chief executive officer of Sofer Advisors, LLC, focusing on business advisory services related to litigation assistance, estate and tax planning, and business enterprise valuations for various privatelyheld and public companies. He is a qualified financial analyst with a proven ability to simply and clearly communicate analysis to boards of directors, presidents and CEOs, CFOs, controllers, and private equity portfolio managers. David has been recognized for enabling organizations to determine their enterprise and equity value for a variety of situations including strategic planning, sale or IPO, mergers and acquisitions, financial reporting (common stock, stock options grants, purchase price allocations, impairment analyses, etc.), and tax compliance (estate & gift, 409A, NUBIG). Industry experience includes, but is not limited to, professional services, business service, healthcare, information technology, financial services, and manufacturing and distribution.
Understanding that divorce can be a complicated and painful journey, Rhonda left the financial industry in 2014 to pursue her passion of helping women achieve financial justice in their divorce. She hoped to offer a different kind of divorce experience; one that leads to empowering moments and living a happy and fulfilled life, post-divorce. Cue the Women’s Financial Wellness Center! Designed to help women find a better way to maintain financial wellness throughout and after a woman’s divorce, Rhonda uses her knowledge, passion, and experience to build leading-edge strategies that help her clients stay three steps ahead at all times. Her highly energetic presentations and solid practical content will leave the guests empowered!
Connor Dolan is an Investment Advisor Representative with Dynamic Wealth Advisors dba Fair Street Advisors.
Connor has over 15 years of industry experience and works with clients throughout the shoreline and beyond. He has been an active Special Olympics volunteer for over 20 years, past President of the SARAH Foundation, Guilford Youth Mentor, and a financial coach at Women & Family Life in Guilford, CT.
He is currently serving as Chairman of the Board of Gaylord Specialty Healthcare in Wallingford, CT.
Matthew Thiry, Esq
Before becoming a lawyer, Matthew was a business owner, and there he learned the importance of business moving forward. Lawyers shouldn’t be an expensive obstacle that prevents business. He understands the needs of business, and looks to provide efficient solutions instead of expensive delays.
Matthew’s law practice focuses on business law and business litigation and is licensed to practice in Georgia and Pennsylvania. He is based in Peachtree Corners, GA.
Akeiva is a Certified Public Accountant and Certified Financial Planner™ professional. She is the founder of The Bemused, a financial literacy brand catering to young adults. She also works as a financial planner at an established wealth management firm in the greater Boston area.
Akeiva is a college graduate, holding a Master of Science degree in financial planning and a Bachelor of Science degree in accounting & business administration with an emphasis in finance. Akeiva has a strong passion for helping others through the college planning process so they can avoid some of the mistakes she made in her journey.
Chicago native Gina Trimarco is a serial entrepreneur with 25+ years of experience in marketing, sales, operations, and people training. She was recruited to Myrtle Beach, South Carolina in 2007 to take over an IMAX theater after successfully turning around the one at Navy Pier in Chicago. When the economy crashed in 2008, and she lost her job, she opted to start a business, Carolina Improv Company, which has been #1 on TripAdvisor for Nightlife Attractions since 2010. Soon after that she founded Pivot10 Results, a training and consulting firm that helps businesses and executives shift from people problems to performance results, through the application of soft skills training and strategic planning. She graduated from DePaul University and studied at Second City while pursuing her degree in communications. In addition to being a member of the Vistage International’s Speaker’s Bureau, Trimarco produces and hosts two podcasts – The Pivotal Leader and Women Your Mother Warned You About. She also has been a contributor to Forbes.com and TrainingMagazine.com.