Meet our speakers

Jeremiah D. Desmarais is one of the world’s leading voices on marketing strategy in the financial and insurance industries. A 23X time award-winning entrepreneur, consultant and philanthropist, he’s empowered over 100,000 financial professionals in 51countries grow their businesses. A TED speaker, he's an international keynote with a unique ability to combine humor, stories and real world case studies that capture audiences “while delivering real world steps you can use NOW.” Jeremiah has shared the stage with luminaries like Tony Robbins, Robert Kiosaki and is the author of the #1 Best Seller SHIFT and host of the Advisorist Podcast which ranked in top #50 business podcasts on iTunes within 10 days of launching. An avid philanthropist, he’s travelled the world giving back to indigenous communities.

Mark has over 45 years of entrepreneurial success, 25 years of research, and over 10 years of field-testing longevity concepts. He has helped thousands of people around the world discover how to:

• Stop acting too old, too soon.
• Make rapid, permanent, positive changes.
• Feel great every day of their life, for the rest of their life… no matter how long they live.
• Have wonderful, fully engaged, purposeful relationships with everyone they care about.
• Never worry about money again.
• Help successful Financial Advisors make more money.
• Have lots more time and fun and do it larger and longer than they ever thought possible.
• And much more!

Here are a few other things you may find interesting about Mark:

• He is the founder of The Vital Longevity Institute and creator of both the Vital Lifelong Alignment program and the Complete Wealth Planning System.
• He is also the founder of ObjectiView, which is a fee-based system for optimizing life insurance performance using proprietary life expectancy data. Fix the life insurance messes.
• He is an internationally renowned speaker and author who delivers platform level presentations as well as workshops for smaller groups.

Brenda was an accidental banker. Her career started when she went to work at Bank of America part-time to earn money while in college. When some of her colleagues were moved into the oh-so-glamorous personal banker role, she wanted that job. A reminder to be careful what you wish for.

Her career led her to leadership as a sales manager with a regional bank, operations manager for an investment firm, and then back to private client banking where insurance premium finance was just becoming mainstream. For more than 20 years, Benda has been helping clients achieve their financial goals. Her deep knowledge and experience in the specialized lending space uniquely qualifies her to guide you through what can be a complicated process.

Brenda is part of Inclined because she can focus on one thing – relationships. The work is work...it’s the interactions with advisors and their clients that she loves. She enjoys connecting people to each other and to new opportunities. 

Dani Lynch, serves as the Director of Business Development at Student Loan Tutor and plays a pivotal role in building and nurturing strategic partnerships, helping to drive innovation and excellence in student loan advisory. Student Loan Tutor stands at the forefront of the industry, renowned for its expertise in federal student loans. Today, we will share invaluable insights on how to free up cash-flow and significantly reduce the overall repayment strategy for high balance federal student loan borrowers within your network. We will discuss how we effectively lower monthly payments, minimize interest accrual, and maximize loan forgiveness. This session is an excellent opportunity to gain a deeper understanding of strategies and add value to your clients who currently have federal student loan debt.

With nearly 20 years of experience, Court and his team pride themselves on “Beginning with the End in mind.” They have found it to be much more effective to begin every client’s planning with the end in mind, and work backwards from there. In 2005, Court had two friends pass away unexpectedly. Both friends passed away leaving behind their spouse and young children. With a young family of his own, the experience created a sense of urgency for Court to get his own affairs in order. He wanted to make sure that he could provide well for his family whether he was here or not here. He reached out to a friend who specialized in holistic planning. In working on his own plan, Court found a passion and love for Legacy planning. As he developed and grew his own planning firm, he found that many people were being under-served in so many areas of their planning. He and his partners put a lot of time and resources into the creation of what they refer to as the Legacy Planning Process, which ensures that every client is properly educated and directed in all areas of an ideal plan. He and his team are on a mission to help as many families as possible. In his mind, it brings great purpose and gratification to help people gain peace of mind and greater confidence by establishing their ideal plan for their family.

In his free time, Court loves to be with his wife and children. They love to travel, especially to warm destinations. He enjoys playing, watching, and coaching all types of sports. He has a love for football and is an avid fan of the Nebraska Cornhuskers.

As a founder, managing partner and a Financial Advisor @ HUB Wealth Strategies, Yam helps his private client group and business owner clients design, implement and maintain strategies to enhance the likelihood of achieving their financial goals to support their evolving lives and lifestyle, under all circumstances. He specializes in creating comprehensive and customized financial plans that address key issues such as tax efficiency, cash flow optimization, investment strategies, retirement planning, education funding, debt analysis, business succession, and estate and wealth transfer.

Yan works with both business owners and professionals, providing them with education, guidance, and collaboration on macro decision making in risk, asset, liability and cash flow management. He leverages his expertise and that of his multi discipline team, to offer tailored solutions that fit the needs and preferences of each client. He also partners with other professionals, such as attorneys and accountants, to ensure a holistic and coordinated approach to financial planning. Yan's ultimate goal is to help clients enjoy the benefits of enhanced risk management, asset performance, and lifestyle, while minimizing their financial stress and uncertainty. Ultimately facilitating his clients to experience financial confidence, empowerment and freedom.

As a Division 1 Soccer player, Danny learned early on the importance of protection in regards to long term success. In college, it meant protecting the ball and the goal. Today, it's families and businesses. The old saying "the best offense is a good defense" couldn't be any more relevant when it comes to finances. A strong defense is what anchors great teams and allows the offensive strategies to succeed. When he's not working, Danny spends time reading, golfing, or watching soccer (Barca!) He throws CrossFit and BJJ into the mix everyone once in a while.

Kristin empowers her clients to be proactive in building a strong financial foundation to help them ensure a lasting good life for the people they care about most. Many of her clients are good savers, however they are burdened by high taxes, the rising cost of living and demanding schedules. Kristin offers leadership and financial education that helps restore financial balance, coordinates with other key advisors such as CPAs or attorneys, and focuses on reducing threats that drain wealth over time. Outside of the office you will find her testing out a new recipe using ingredients from her friend's garden, searching for fresh powder on her skis or on a camping adventure with people she loves.

Jessica helps clients achieve financial freedom faster® along with innovative solutions to protect assets, income and lifestyle. Nevada is her home and her practice extends coast-to-coast.