webinar register page

A/B Split – Asset Allocation

01:05:00

Oct 7, 2021 01:49 PM

Webinar logo
* Required information
Loading

Speakers

West Hunsaker
Partner, Attorney @Morris Hall, PLLC
Prior to joining Morris Hall, West worked for over 12 years as a Vice President for JPMorgan Chase & Company in New York City. During this time he managed an $8 billion portfolio and served as a representative on an industry-wide team focused on legislative issues affecting banking costumers. In 2005, West joined Morris Hall with the desire to assist families and individuals to protect themselves and their loved ones. Since that time, he has helped Morris Hall grow throughout AZ and into NM.
Tim Kerrigan, J.D., M.B.A.
Owner & Principal @Clark Street Financial
Tim Kerrigan leads a planning team that offers over 70 years of experience in helping clients achieve their estate and retirement planning goals.
Steven Leach
Wealth Counselor @Clark Street Financial
As a lawyer, business advisor and community leader, Steven saw firsthand the many ways people and businesses inadvertently put their accumulated wealth at risk by failing to define their financial vision and developing strategies required to achieve and protect that vision. Steven works with clients to employ and preserve wealth to achieve the future they envision for themselves, their families, and their businesses. At Clark Street Financial, Steve focuses on strategies to mitigate risks, plan for tax-advantaged growth, preservation and transfer of wealth, and develop and implement strategies for executive compensation and retention, and business succession plans.