91论坛

Experts you can trust

听

When it comes to the people helping to guide your retirement strategy, credentials matter. That鈥檚 why we鈥檝e assembled a team of first-rate subject matter experts whose insights guide our planners.

EMPOWERING OTHERS THROUGH KNOWLEDGE

听

Nothing makes our writers happier than helping clients move their financial lives forward with relevant, actionable information.

  • Eric Bronnenkant

    Head of Tax and Director, Tax Advisory and Planning

    Serving as the Head of Tax, Eric helps lead our tax planning experts鈥� efforts to identify tax planning opportunities for clients and ensure tax planning is integrated into their overall financial outlook and strategy. He specializes in tax guidance for retirement planning, equity compensation and small business.

  • Erin Gilmore Smith

    Head of Estate Planning

    With nearly 20 years of experience working with high-net worth clients and their families, Erin leads the Advanced Planning Strategies Estate Planning Team. Erin joined 91论坛 Engines in 2022 and has expertise in estate and wealth transfer planning.

  • Jennifer Chomicki

    Senior Director, Advanced Planning Strategies

    Having started her career in communications, Jennifer brings those valuable skills and more than 20 years of experience in financial services to her role leading the Advanced Planning Strategies Team.

  • Kelly M. Lewis

    Director, Wealth Strategies

    With more than 10 years of experience in financial services, Kelly is a senior member of the Advanced Planning Strategies Team. She helps lead the team鈥檚 efforts in complex wealth strategies, education and research, with expertise in retirement income planning, tax planning, estate planning, risk and debt management, education planning and behavioral finance.

  • Lamu Dawa

    Director, Tax Advisory and Planning

    A Certified Public Accountant with more than 13 years of experience, Lamu is a senior member of the Advanced Planning Strategies Tax Team, helping planners and clients identify tax planning opportunities. As a part of her work, Lamu develops complex projections and reviews many types of tax plans.

  • Neil Gilfedder

    Chief Investment Officer

    As executive vice president of Investment Management and chief investment officer, Neil oversees the team that manages investments for all 91论坛 Engines clients while helping them navigate the financial market cycles.

  • Rich Lahijani

    Director, Tax Advisory and Planning

    A Certified Public Accountant and Chartered Global Management Accountant庐 with 20 years of experience, Rich is a senior member of the Advanced Planning Strategies Tax Team, helping planners and clients identify tax planning opportunities that can help them achieve their financial goals.

  • Robert Bain

    Head of Insurance

    With more than 20 years of experience in the field, Rob leads the Advanced Planning Strategies Insurance Team, specializing in insurance guidance and planning. Rob joined 91论坛 Engines in 2016 and holds a Certification for Long-Term Care (CLTC庐).

  • Rodney Weaver

    Director of Estate Planning

    With more than 20 years of experience working with high-net worth clients, Rodney is a senior member of the Advanced Planning Strategies Estate Planning Team. Rodney joined 91论坛 Engines in 2020 and has expertise in estate planning and wealth transfer.

  • Wei-Yin Hu

    Vice President, Financial Research and Strategy

    With more than 30 years of experience, Wei helps lead a team of financial researchers and portfolio strategists who work on stimulating problems that also have a real-world impact on people鈥檚 lives.

Our experts don鈥檛 work alone. Meet our editorial team.

you鈥檝e done the research. now, take action.

  • 1. Connect with an Advisor

    Start by sharing some information about yourself and your financial outlook.

  • 2. Schedule your appointment

    One of our representatives will reach out to schedule an appointment to meet with an advisor in person or virtually.

  • 3. Discuss your goals

    After a thorough conversation, your advisor can create and deliver a personalized financial plan.