your financial speakers bureau
Our strategists are deeply immersed in wealth strategy, positioning them at the forefront of conversations around innovation in planning and investing.
Invite our speakers to enrich the minds of your audience with their insights on the ever-changing economic, tax, and financial landscapes.
Our speakers excel at simplifying the complexities of the markets and passionately advocating the benefits of strategic planning for both families and business owners. We genuinely relish every opportunity to engage with the public and assist others in becoming active participants in the world of investing.
We have a team of engaging and enlightening wealth strategists ready to speak to your audience.
David S. Waddell
CEO, Chief Investment Strategist
As the firm’s Chief Investment Strategist, David chairs the W&A investment committee. He pulls from his 20 years of experience to design portfolio strategies for clients utilizing public market securities worldwide.
Perry J. Green
CPA/PFS, CFP®, CFA®, Chief Financial Officer, Senior Wealth Strategist
Over the years, Perry has worked extensively with owners of closely held businesses and executives of major corporations, developing personalized strategies to address complex planning needs and support their financial success.
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