Upcoming Event

David DeVoe founded DeVoe & Company in 2011, where he is currently Managing Director. Previously he served as Managing Director of Strategic Business Development at Charles Schwab Advisor Services. In this role, he developed and led Schwab’s Transition Planning platform, which provides comprehensive M&A and succession planning services to registered investment advisors. During this eight-year period, he provided strategic counsel to over 300 advisors. As part of this role, David also oversaw the Strategic Business Development sales team, which manages relationships with Schwabs large, complex clients. The group’s segments included large national clients, consolidators, independent broker-dealers and TAMPs, custodying over $130B in assets at Schwab.

Previously, David was Director of Practice Management Programs at Schwab Advisor Services. He was responsible for developing and managing a suite of programs to help advisors with business-critical issues, including transition planning, compliance and human capital. Prior to this role, he led product strategy for Schwab Private Client. Before joining Schwab, David worked in the Strategy and Business Development Group at American Express, where he focused on business strategy and evaluating acquisition opportunities. Early in his career, he founded and managed several small businesses.

David holds a BA degree from the University of California, Berkeley, and an MBA from Cornell University Johnson Graduate School of Management.

Martin Andelman is the writer of the widely read blog, Mandelman Matters on ML-Implode, which is one of the highest trafficked sites in the mortgage industry. Martin launched Mandelman Matters over 9 years ago, specifically to expose the truths about the economic meltdown and the political climate surrounding it. He quickly became known across the country as a trusted source for accurate information on the housing and mortgage markets. Martin has written over 1,100 articles on the financial and foreclosure crisis and the impact it had on its victims. He is a true advocate for all homeowners, including seniors, and is dedicated to helping them find better, alternate solutions. When he began researching today’s lending options for seniors, including such products as Home Equity Conversion Mortgages (HECMs), Martin immediately found there were many misperceptions and has since dedicated himself to setting the record straight and educating others on the truth and the benefits of this and other valuable retirement tools. As a writer and speaker, Martin is known for making complex subjects easy to understand. Prior to devoting his time to writing Mandelman Matters, Martin spent 20 years as the CEO of his own strategic communications consulting firm and has worked at the senior management level for such clients as JPMorgan, Merrill Lynch, Nationwide, AXA Equitable, Arthur J. Gallagher, and numerous other professional service firms and Fortune 500 companies. Most recently, Martin has formed The Reverse Mortgage Intelligence Team to help homeowners wade through today’s, often complex, HECM Reverse Mortgage process. For the past 27 years, Martin has lived in Orange County, CA with his wife and daughter.

Jonathan Guyton is Cornerstone’s Principal and is recognized as a thought leader in the financial planning profession for his holistic work in the art and science of retirement planning. His specialties include retirement income planning and investment management with an emphasis on asset distribution and income tax planning.

Jon is best known as the author of “Decision Rules and Portfolio Management for Retirees: Is the ‘Safe’ Initial Withdrawal Rate Too Safe?”, published in the October 2004 Journal of Financial Planning and a winner of its national Call For Papers competition. He also co-authored “Decision Rules and Maximum Initial Withdrawal Rates” with computer scientist William Klinger in its March 2006 issue. Jon was named one of ’15 Transformational Advisors’ of the past twenty years in 2013 by the readers of Investment News. He currently serves as a retirement planning columnist for the Journal of Financial Planning; his recent columns appear in the Our Publications section of this site. He is also an Expert Panelist on Retirement for the Wall Street Journal and an Online Columnist for Time and Money. Jon is regularly quoted in the New York Times, USA Today, Forbes, Business Week, Research, and Kiplinger’s Personal Finance.

Jon graduated Phi Beta Kappa from the College of William and Mary in Virginia in 1983 with a B.A. in Economics and spent five years as a financial planner and national training officer for Ameriprise Financial (then IDS) before creating his own firm in 1990. He earned his CERTIFIED FINANCIAL PLANNER™ certification in 1989. His professional accomplishments include:

• National Board of Directors, Financial Planning Association (FPA) (1999 – 2002)
• Dean and Mentor, FPA Residency for New CFP® Practitioners (2003 – Present)
• Chairman and Dean, 1999 National CFP® Masters Retreat (Lake Tahoe, CA)
• Program Committee, 2004 FPA Convention; 2006 FPA Retreat; 2007 FPA Retreat
• Chair, FPA Career Development Strategic Team (1999 – 2006)
• Author, “Blazing Financial Planning Career Paths,” Journal of Financial Planning, 1999

Jon has lived in the Twin Cities since 1987 and is an Eagle Scout. His hobbies include choral singing, baseball, cycling, wine collecting (and the sharing thereof) – nearly all of which he enjoys best with his wife.

Lisa Rehburg was born and raised in Orange County and has been working with financial professionals in the health and life insurance industries for over 30 years.  She has held executive roles, leading broker-centric sales teams at carriers, general agencies and TPAs. Ms. Rehburg is energized by helping financial professionals and their clients benefit from unwanted or unneeded life insurance policies. She holds a Bachelor of Arts degree in Finance and a Master of Arts degree in Organizational Development.

Brian J. Clark, CRPC® serves as Director of Business Development for Reliant Life Shares, LLC. Based in Southern California, Brian has been helping financial advisors grow and improve their practices for more than 18 years. Brian graduated from UCLA with a BS in Mechanical Engineering and has held numerous leadership positions with such firms as Boeing, Voya, AXA, and Nationwide Financial. For the past eight years, Brian’s experience has been focused on alternative investments and the value they can bring to an investment portfolio through their non-correlation to the primary investment markets. Brian was attracted to the alternative investment opportunity provided by Life Shares™ as it represents the ultimate expression of what an investor seeks when considering exposure to Alternatives in their asset allocation.

Jonathan Guyton is Cornerstone’s Principal and is recognized as a thought leader in the financial planning profession for his holistic work in the art and science of retirement planning. His specialties include retirement income planning and investment management with an emphasis on asset distribution and income tax planning.

Jon is best known as the author of “Decision Rules and Portfolio Management for Retirees: Is the ‘Safe’ Initial Withdrawal Rate Too Safe?”, published in the October 2004 Journal of Financial Planning and a winner of its national Call For Papers competition. He also co-authored “Decision Rules and Maximum Initial Withdrawal Rates” with computer scientist William Klinger in its March 2006 issue. Jon was named one of ’15 Transformational Advisors’ of the past twenty years in 2013 by the readers of Investment News. He currently serves as a retirement planning columnist for the Journal of Financial Planning; his recent columns appear in the Our Publications section of this site. He is also an Expert Panelist on Retirement for the Wall Street Journal and an Online Columnist for Time and Money. Jon is regularly quoted in the New York Times, USA Today, Forbes, Business Week, Research, and Kiplinger’s Personal Finance.

Jon graduated Phi Beta Kappa from the College of William and Mary in Virginia in 1983 with a B.A. in Economics and spent five years as a financial planner and national training officer for Ameriprise Financial (then IDS) before creating his own firm in 1990. He earned his CERTIFIED FINANCIAL PLANNER™ certification in 1989. His professional accomplishments include:

• National Board of Directors, Financial Planning Association (FPA) (1999 – 2002)
• Dean and Mentor, FPA Residency for New CFP® Practitioners (2003 – Present)
• Chairman and Dean, 1999 National CFP® Masters Retreat (Lake Tahoe, CA)
• Program Committee, 2004 FPA Convention; 2006 FPA Retreat; 2007 FPA Retreat
• Chair, FPA Career Development Strategic Team (1999 – 2006)
• Author, “Blazing Financial Planning Career Paths,” Journal of Financial Planning, 1999

Jon has lived in the Twin Cities since 1987 and is an Eagle Scout. His hobbies include choral singing, baseball, cycling, wine collecting (and the sharing thereof) – nearly all of which he enjoys best with his wife.