Rolodex and Advisors
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Kevin Day Esq. - Tresp, Day, and Associates
Kevin L. Day Esq.
Day & Associates, Incorporated
Kevin L. Day, JD, MBA. is a nationally-recognized author and leading estate planning and international asset protection planning attorney. His asset protection expertise is unrivaled. Mr. Day’s Bachelor Degree is in Chinese Studies, and he holds both a Masters of Business Administration in International Management and Doctor of Jurisprudence degree. He was a university academic administrator for eight years, a law professor at the doctorate level and a law school Dean of Students, before going into private practice. In addition to his legal expertise, Mr. Day brings his extensive business knowledge as an MBA in International Business.
- Asset Protection
- Entity Creation
- Trusts (personal and business)
- Probate Planning and Protection
Kingsley Charles - Wealthy CEO
The Wealthy CEO is a nationally recognized, full-service consulting and management firm. Our primary objective is to help our clients define and achieve their financial goals. Ascentia successfully integrates the legal, tax, accounting, estate planning fields into a single unified approach focused on client success.
Unfortunately, the financial services industry, legal system and ever changing tax code use hard to understand language and can be difficult to successfully navigate. The ability to get the best counseling and a comprehensive solution for all aspects of your financial life under the same defined plan is often difficult. Many times, clients are given recommendations and misdirected by others, then, with no other resources, left on their own to manage the labyrinth of financial information required to execute the plan.
With The Wealthy CEO, small businesses, practitioners and even start-up entrepreneurs are able to realize the power of an in-house strategic team, united with the common goal of financial success for you with no in-fighting and confusion. The strength lies in our ability to provide unique, comprehensive strategies that benefit each client specifically. With your own personal plan you will learn about establishing proper entity structuring, the core for asset protection, planning for legitimate tax mitigation and utilizing benefit plans to fuel wealth creation and legacy planning.
The Wealthy CEO specializes in custom-built designs for the absolute highest level of relief and annual tax savings working with our in-house and partnered tax attorneys, CPA’s, CVA's, estate attorneys, asset protection attorneys and your own personal business advisors. We provide one unified viewpoint.
The Wealthy CEO is a consultancy-based firm and not the run-of-the-mill traditional, financial advisory firm so we can deliver unbiased visions and solutions.
Rather than manage money, we manage planning targets and revenue blueprinting through strong accountancy, tax planning and tax preparation.
- Business tax planning and consulting
- Full service business tax and accounting
- Advanced asset and risk protection
- Dynamic retirement and savings vehicles
- Estate and legacy integration
Mark Hodges - Real Trust IRA
Real Trust IRA
RealTrust IRA Alternatives, LLC was founded in 2003 by Mark E. Hodges, an experienced and knowledgeable Real Estate, §1031 Exchange and Self-Directed IRA Lawyer. Mr.Hodges has practiced law in the Great Northwest since 1985 and focuses on helping clients optimize investment returns, maximize tax advantages and minimize exposure to personal liability. Mr. Hodges brings an extensive background with real estate and business-related legal matters, entity formation, §1031 Tax-Deferred Exchanges, and, of course, Fully Self-Directed IRA's and 401(k)'s. Mr. Hodges also authors law-oriented articles and instructs law-related continuing education courses and workshops for various professionals and investors through his state-accredited "Real Estate Law School."
- Self-directed traditional IRA
- Self-directed simple IRA
- Self-directed ROTH IRA
- Self-directed SEP IRA
- Self-directed EZk 401k plan - with Roth option
- Alternative investments with IRAs
Mike Mauceli - REI Energy
Mike Mauceli is the founder and Chief Executive Officer of Reef Oil and Gas Companies. In his 26+ years as CEO, Mike has led the growth of the organization from a three full-time employee start-up company in 1987 to a much larger oil and gas production and property acquisition company today. Now serving the investment needs of thousands of oil and gas investors across the United States, Mike's vision and business acumen has made him one of the most influential CEO's in the oil and gas investor community.
*Accredited Investors Only*
Oil and natural gas investing.
Patrick Donohoe - Paradigm Life
Patrick is the President and CEO and started Paradigm Life in 2007 after learning from his mentor Kim Butler about financial strategies outside of Wall Street.
With a background in economics and marketing, Patrick immediately realized the opportunity to teach investors, business owners, professionals and families on a large scale using modern digital media and communication technology. Since 2007 Paradigm Life has worked with thousands of individuals in all 50 states.
Patrick has shared the stage with financial experts such as Robert Kiyosaki, Peter Schiff, G Edward Griffin, Tom Hopkins, Blair Singer, Donald Trump Jr and more.
Patrick co-created the Cash Flow Wealth Summit (www.cashflowwealthsummit.com) with his friends Tom Wheelwright, CPA of Provision Wealth and Andy Tanner, the author of 401kaos and Stock market cash flow (have links to their websites and books).
Patrick hosts The Wealth Standard Radio - a popular financial podcast every Wednesday morning at 9am MST on the Tune In Radio Network. The Wealth Standard Radio has been on the air since 2007.
Patrick grew up in West Hartford, Connecticut and moved to Salt Lake City in 2003 to attend the University of Utah and graduated with a BA in Economics. His yearly highlights are a family trip to his parents home in Cape Cod, Massachusetts and to Hermosillo, Sonora Mexico where his wife Synthia's family resides. He enjoys playing ice hockey and is an avid participant in CrossFit. Patrick currently resides in Salt Lake City, Utah, with his wife Synthia and their three children Hannah, Meghan and Jack.
- Elevation Banking strategy
- Whole life insurance
- Long-term care
- Disability insurance
- Term life insurance
- Premium financing
Ken McElroy - MC Companies
For over two decades, Ken McElroy has experienced great success in the real estate world–from investment analysis and property management to acquisitions and property development. With over $750 million investment dollars in real estate, Ken offers a unique perspective on how you will get the biggest return on your investments.
Ken’s commitment to the success of MC Companies is rooted in his desire to help others live their best lives. His passion for real estate, speaking, writing, and philanthropy is always embedded in his daily guidance whether it be in a meeting at MC or a speaking engagement across the world. He’s been featured on Cheddar, Fox and Friends, Forbes, ESPN and many more. He’s a consistent contributor to Jetset Magazine and Rich Dad Radio.
Ken is the author of the best-selling books The ABC’s of Real Estate Investing, The Advanced Guide to Real Estate Investing, The ABC’s of Property Management, and most recently his book on entrepreneurship: The Sleeping Giant, where he shares his real-life examples and ideology of how to be successful in business and in life. As the Real Estate Advisor to Robert Kiyosaki of The Rich Dad Company, Ken is also a chapter contributor in the newly released Rich Dad book, More Important Than Money: an Entrepreneur’s Team.
Never taking life for granted, Ken is active in the community. He has served on advisory boards for Child Help and AZ Food Banks where he conducted the largest food drive in the state of Arizona. Ken was the Walk Chair for Autism Speaks Arizona for both 2015 and 2016. He currently serves on the Board of Directors for the Southwest Autism Research and Resource Center (SARRC). Ken and his family reside in Scottsdale, Arizona. In the MC Family, he is a strong advocate for The Sharing the Good Life Foundation allowing all MC employees the opportunity to join him in the pursuit of giving back to the community.
- Real estate investing funds *Accredited investors*
Andy Tanner - Stock Market
I Will Teach You To Invest
With a long time passion for Teaching, Investing, Entrepreneurship, and Self Development, Andy has devoted his career to training and inspiring motivated people all over the world.
Andy’s passion for helping investors and entrepreneurs shows through in everything he does: The Cash Flow Academy Show podcast, regular investing update videos and commentary, interviews with top experts, and focused training programs. The goal with The Cash Flow Academy is to make everything fun, simple, and real.
- Investing and financial literacy training
- Stock/Options investing training
Ivan Anz - Equity and Help
Equity and Help
Ivan Anz is an entrepreneur on another level. Since he was 7 years old, Ivan has had a passion to help others. Not only does he own a business that generates wealth, he is able to give back to the world through his incredible company Equity and Help, Inc.
Mission: To stabilize families and save neighborhoods while raising conscious level of help in the investment world.
- Alternative passive income real estate investing.
- Hands-off real estate investing.
Adam Doran - Prevail, Banking Advisor
Prevail Innovative Wealth Strategies
Adam started out his journey as an EVG member and now has come full circle as an EVG advisor
Adam is passionate about helping clients position themselves to build sustainable, tax-advantaged wealth and maximize long-term income. He specializes in working with real estate investors and small business owners on creative capital strategies to keep money growing and compounding within the business. As a real estate investor and private lender himself, he understands the considerations around capital growth while managing risk and maintaining liquidity.
Adam believes the financial services industry overemphasizes investment returns, often neglecting the importance of protecting and sustaining long-term income. His parents were forced to delay their retirement several years to recover from market losses due to the 2008 recession. Seeing that brought home the importance of Adam’s work today.
Adam spent 15 years as a police officer before transitioning to financial services in 2018. While in uniform, Adam wrote several complex grant proposals for the acquisition of new equipment and funds, which required getting into the details of project planning and finance. Plus, his experience as a training officer, hostage negotiator and Crisis Intervention Team officer developed his abilities to listen effectively and assess complex situations – skills he finds useful today to provide clients the best service possible.
- Elevation Banking (The Bank Of You) strategist