Personal Financial Planning Conference

Christopher M. Harvey, CPA, JD, LL.M. (Taxation)
Managing Partner
Harvey Ballard & Bomstein, LLC

Christopher M. Harvey is a member in the law firm of Harvey Ballard & Bomstein, LLC,
where he heads up the estate planning and tax practice areas.

Mr. Harvey focuses in the legal transactions surrounding estate and tax planning.
Currently, he is an adjunct professor at Villanova University School ofLaw teaching
Federal Wealth Transfer Taxation, Income Taxation of Trusts and Estates, Estate
Planning II, Post-Mortem Estate Planning, and Decedents' Estates and Trusts. In addition,
he is a frequent lecturer throughout the country on these topics for accountants and
attorneys earning continuing professional and legal education credit.

Mr. Harvey earned his B.S. degree in accounting (cum laude) from the University of
Delaware, as well as his J.D. (magna cum laude) and LL.M. from the Villanova
University School of Law where he was associate editor of the Law Review. In addition
to being a Certified Public Accountant, he is admitted to the Pennsylvania and New
Jersey bars.

Geoffrey M. Strunk, Esquire
Principal
Law Offices of Geoffrey M. Strunk, LLC

Geoffrey M. Strunk, Esquire, is the principal of the Law Offices of Geoffrey M. Strunk, LLC; a “boutique” ERISA law firm located in Glen Mills, Pennsylvania. Since 1998, Mr. Strunk has continuously maintained a private legal practice focused exclusively on the field of employee benefits. In that role, he routinely handles contested and procedural employee benefit matters, including the direct representation of plan administrators and fiduciaries before the IRS and the DOL. These responsibilities extend to the provision of compliance services involving government submissions and negotiations. In addition, he designs, drafts and consults on all forms of employee benefit pension plans with specialties in tax-qualified defined contribution plans and all forms of non-qualified plans.

Michael E. Kitces, MSFS, MTAX, CFP®, CLU, CHFC, RHU, REBC, CASL
Chief Financial Planning Nerd
Kitces.com

Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, is the Chief Financial Planning Nerd at Kitces.com, dedicated to advancing knowledge in financial planning and helping to make financial advisors better and more successful, and the Head of Planning Strategy at Buckingham Wealth Partners, an independent RIA with more than $50 billion of assets under management, that provides private wealth management to consumers and turnkey asset management platform services to advisors.

In addition, he is a co-founder of the XY Planning Network, AdvicePay, New Planner Recruiting, fpPathfinder, and FA BeanCounters, the former Practitioner Editor of the Journal of Financial Planning, the host of the Financial Advisor Success podcast, and the publisher of the popular financial planning continuing education blog Nerd’s Eye View.

Beyond his website and many businesses, Michael is an active writer and speaker across the industry, and has been featured in publications including Financial Planning, the Journal of Financial Planning, Journal of Retirement Planning, Practical Tax Strategies, and Leimberg Information Services, as well as The Wall Street Journal, BusinessWeek, CNBC PowerLunch, NBC Nightly News, and more. In addition, Michael has co-authored numerous books, including “The Annuity Advisor” with John Olsen (now in 5th edition), and “Tools & Techniques of Retirement Income Planning” with Steve Leimberg and others.

Michael is one of the 2010 recipients of the Financial Planning Association’s “Heart of Financial Planning” awards for his dedication to advancing the financial planning profession. In addition, he has variously been recognized as financial planning's "Deep Thinker," a "Legacy Builder," an "Influencer," a "Mover & Shaker," part of the “Power 20,” and a "Rising Star in Wealth Management" by industry publications. These awards were presented to honor Michael’s active work in the financial planning community, including numerous other boards and committees for the Financial Planning Association, the Investments and Wealth Institute, and the Society of Financial Services Professionals, at both the local and National levels. Michael is also a co-founder of NexGen, a community of the next generation of financial planners that aims to ensure the transference of wisdom, tradition, and integrity, from the pioneers of financial planning to the next generation of the profession.

Eric Green, CFA
Senior Managing Partner, Director of Research
PENN Capital Management

Mr. Green began his career at PENN in 1997. Prior to joining PENN, Mr. Green gained experience with the Federal National Mortgage Association, the Royal Bank of Scotland, and the United States Securities and Exchange Commission where he served as a financial analyst in the Division of Investment Management. As Director of Research for PENN, Mr. Green is responsible for guiding the firm’s day to day research investment process. Mr. Green also serves as Portfolio Manager for PENN’s Small Cap and Mid Cap equity strategies and chairs PENN’s equity strategy committee. Mr. Green serves on the Board of Directors and the Executive Committee of the ADL, MidAtlantic Region. He received a BSBA, Cum Laude, from American University and received an MBA from the Yale School of Management.

Thomas C. Cassidy, CFP
Senior Vice President, Chief Investment Officer
Univest Wealth Management

Tom Cassidy is a Senior Vice President and the Chief Investment Officer for Univest’s Wealth Management Division. Tom has more than 20 years of experience in the financial services industry. In addition to providing direction to the investment management function of the Wealth Management Division, Tom is also responsible for managing investment portfolios for individuals and institutions. Prior to joining Univest, Tom worked as an investment management consultant and manager for PricewaterhouseCoopers and with The Vanguard Group in retirement, estate and investment planning. He earned a B.S.B.A. degree in finance from Shippensburg University. He also holds the designation of Certified Financial Planner (CFP®).  When he isn’t managing investment portfolios, Tom enjoys spending time with family and friends at his house on Lake Louisa in Lachute, Quebec.  He also enjoys playing ice hockey as well as routing for his favorite team, the Flyers.

Darin Murphy
Special Agent
FBI – Philadelphia

Darin Murphy joined the FBI as a Special Agent in 2003.  He has experience investigating a wide variety of cyber crimes including network intrusions, botnets, and Internet fraud.  He has a masters degree in computer engineering and previously worked in the semiconductor industry.