MEET THE SPEAKERS

Kim has earned the Top National Achievement Awards from multiple insurance companies by offering Advanced Markets Expertise and Counsel to financial advisors, business owners and affluent individuals throughout the U.S. In 1987, Kim transitioned into a management position with the #2 producing E.F. Hutton Life office in Dallas, Texas, and in 1997, he founded Northstar Brokerage Advisory Services L.L.C. 

As the Northstar venture grew Kim started to shift the focus of the agency to the origination of life insurance premium finance. With the acceleration of that effort Northstar built a formidable business model with a singular focus: become the dominant premium finance specialty firm in the industry. Today Kim serves as President and C.E.O. of Northstar Funding Partners which after 24+ years is now recognized as the Nation’s Leading Independent Premium Finance Design& Funding Specialist.

James Hahn is Executive Vice President - Life Sales at Annexus.  With over 18 years of experience in financial services and sales leadership, James is responsible for growing sales and strengthening IMO and GA relationships. He takes pride in crafting sustainable business ideas that result in increased revenue and powerful value propositions.

James is committee to serving the needs of his community, as he is involved with the Salvation Army and The Gathering Place. He is also a die-hard Nebraska Cornhuskers fan (Go Big Red!).

Founder and CEO of Sage Consulting, Jason Kurchner has built one of the most respected and prestigious independent estate planning and insurance firms in the United States. Jason believes that the dynamics of every family are unique and often require an inspired approach when developing estate plans. For nearly 30 years, he has served wealthy individuals, philanthropists and corporations seeking sound and creative methods to build, protect and transfer wealth.

Jon LoDuca is a business strategist who helps seasoned entrepreneurs define and develop profitable applications for their intellectual property assets. Jon is founder and president of The Wisdom Link (founded in 2002), an intellectual capital development firm where he’s provided strategic and tactical guidance, resources, and end-to-end solutions to over 400 leading businesses in 20 industries.  He is also founder and managing partner of PlaybookBuilder (founded in 2009), a knowledge management software and consulting services company.

As a trusted advisor to several hundred of the top ½% income earning entrepreneurs from across the US, UK and CAN, Jon is called upon to provide leadership, market strategy and the tactical resources to harvest, package and monetize the unique processes and best practices of leading companies. 

Jon has been featured as a technology and business leader in Forbes, The Wall St. Journal, Advisor Today and dozens of trade publications.   Jon is the author of The Thought Leader, founder of The Wisdom Network - a private community of entrepreneurs, a contributing writer for Capterra, and a sought-after speaker with engagements at MDRT, TED, AALU, TechAssure, Lincoln Financial, Marshberry, AIMWest, NAIFA, and several regional organizations nationwide.

Govinda Quish is Founder of Quish & Co. AG, a private Zurich based investment office working for the interests of European families. With more than 20 years of investment management experience spanning the US, London, Zurich, and Hong Kong.

He has served as Investment Fellow and Senior Risk Management Professional for University of California Office of the CIO.

Govinda has developed risk and portfolio management models for institutional asset managers and family offices such as the Mellon Family Office, SAP Family Office, and Synergy Fund Management.

Andrew Weinhaus is the managing member of The Law Office of Andrew Weinhaus, LLC, a Clayton, Missouri based law firm. His practice focuses exclusively on estate planning, tax strategies, and business succession for closely-held entities. Mr. Weinhaus is a member of the Missouri Bar Association. Mr. Weinhaus serves on the adjunct faculty for Washington University’s graduate tax law program teaching a course on advanced deferred compensation.

For over 10 years, as Vice President of Advanced Sales and Marketing, Mr. Weinhaus was involved in wealth transfer planning and business succession strategies for closely held business entities on a nationwide basis. Mr. Weinhaus is the author of a text on estate planning, Generation-Skipping & Life Insurance, originally published by General American Life Insurance Company in 1995.

Robert R. Wolf has been assisting individuals and small business since 2001. He brings a wealth of experience in comprehensive planning for individuals and small businesses as well as a strong sense of customer care, confidence and integrity to every relationship.

Bob believes everyone should seek education in the areas of finance due to the complexity of information available.  The old adage, knowledge is power is fitting but knowledge also helps limit mistakes. But the implementation of that knowledge is where the real power of knowledge can be transformed.  By focusing on the risks and educating his clients on those risks associated with their situation helps with their education.