Kathleen M. Rehl, Ph.D., CFP®, CFT™
Founder, Rehl Wealth Collaborations
Kathleen M. Rehl, Ph.D., CFP®, CeFT® is the author of the multi-award winning book, Moving Forward on Your Own: A Financial Guidebook for Widows. Dr. Rehl is passionate about empowering her “widowed sisters” to feel financially secure . . . and helping advisors work effectively with these women. Kathleen and her work have been featured in dozens of publications including the Wall Street Journal, New York Times, Kiplinger’s, Money, U.S News and World Report, CNBC, Reuters, USA Today, AARP Bulletin and many more. Enthusiastic sponsors of her presentations include planning firms, industry affiliates, nonprofits, professional organizations, and U.S. Army Outreach Services centers worldwide. After 17 years of providing personal financial advice, she sold her business at the end of 2013 to devote more time to teaching, speaking and writing. Kathleen is also on the faculty of Sudden Money Institute.
Dean R. Fowler, Ph.D.
President, Dean Fowler Associates, Inc.
Dean R. Fowler, Ph.D. is recognized as one of the world’s leading family business advisors. He developed his consulting practice by providing integrated services focusing on the “soft side of hard issues” by working collaboratively with other professionals. He drew upon his broad range of multidisciplinary expertise as both a clinically trained therapist and experienced strategic business consultant. Now semi-retired, he facilitates his Forums for Family Business which are roundtable peer groups for family members in family business.
The Family Firm Institute awarded him the prestigious “Award for Interdisciplinary Achievement”. He is Fellow Emeritus at the Purposeful Planning Institute based in Denver, Colorado and a past member of the Milwaukee Estate Planners Forum.
He is author of three books: Love, Power and Money, Family Business Success Factors and Proactive Family Business Successors all available at his website – www.deanfowler.com or at Amazon books.
Founder and Managing Member of graymatter Strategies LLC
Lisa Niemeier is an award-winning consultant and a specialist in the impact of generational biases and perspectives on family interaction, trust, and governance. Becoming a single mom at age 27 showed Lisa the life-altering impact of generational views on one’s future. Her first career as a financial advisor fueled her passion for helping generations within families talk about ‘the money.’ Founding graymatter in 2002, she shifted the “generational differences in the workplace” conversation to the source of family wealth, the family itself.
Her speaking and family wealth engagements have spanned five continents and over eight countries. Lisa has worked with family members ranging in number from eight to 65 and in wealth from double-digit millions to double-digit billions. She is a well-respected thought leader, speaker, and educator. She has written two best-selling books and is a prolific contributor to wealth management journals and other industry publications. Her work is highly complementary to the work of other types of family advisors and has been cited by major financial institutions and researchers.
Dean of Financial
Founder & President, Money Quotient
Carol Anderson is the founder and President of Money Quotient. She has an M.S. in Consumer Economics & Family Resource Management and a diverse background in business, education, and financial services. Since 1989, Carol has focused on the issues of financial planning education, retirement preparation, life planning, and productive aging. As a researcher, writer, and consultant, Carol has worked with a broad range of companies and non-profit organizations in designing studies, conducting analyses, and compiling research reports. In addition, Carol has written articles, developed publications, and designed educational tools, materials, and training workshops. She is a member of the Financial Planning Association, Purposeful Planning Institute, and Financial Therapy Association. When not working, Carol enjoys spending time with her family and pets, gardening, and hiking.