Broker Check


Interview with Terry Deever  About Terry Deever
   Terry has been a Certified Public Accountant since 1987. He has worked in both public accounting serving middle to high income individuals and in private industry as Controller, Chief Financial Officer, and Chief Operating Officer. Terry functioned for over 6 years as CFO for a company that provided comprehensive planning services for individuals and small businesses. While there, he obtained securities Series 7, 63, and 65 designations and a California insurance license (CA License 0E29968) and worked directly with clients. In 2012 he received the designation of Certified Financial Planner™, which distinguishes his high standards of excellence for competent and ethical personal and business financial planning by putting his clients' needs first. He is a Chartered Global Management Consultant (AICPA) and has extensive systems experience gained while working in public accounting, as a consultant, and while in private industry as a controller and CFO. He has been the owner of Terry D. Deever, CPA since 2005 with continuing responsibility for more than 1,200 individual and business clients.
Interview with Monte Drenner  About Monte Drenner
   Monte Drenner has over 24 years of counseling experience helping families, couples and individuals with various addictions and other serious mental health issues and their families. These conditions can also be co-occurring and significantly impair an individual’s life as well as those around them. His approach to therapy is very solution-focused and taps into the individual’s strengths in order to help them with their weaknesses. This process occurs in an environment that is non-judgmental, encouraging, supportive, yet challenging. The road to recovery is an exciting journey of renewed mental, physical, and spiritual health. He believes that through therapy, you can be empowered to regain control of your life.
Interview with Nate Byers  About Nate Byers
   Nate Byers is a tax advisor who understands investments, he works with investors and their investment manager keep more of what they earn. Nate and his team Leveraging his skills as a tax advisor, Nate created JBC Wealth Advisors to provide wealth and tax strategy services. Nate focuses on implementing strategies to build permanent wealth while creating a plan of action to permanently reduce his clients' taxes. Nate 's services are built on advanced tax bracket analysis but include many other areas such as retirement planning, estate planning, investment advice, risk management, cash flow management, and much more. Nate also believes that obtaining competent, objective wealth advice should not be accessible only to the wealthy or by purchasing commission-based products.
Interview with Dan Defigio  About Dan Defigio
   Dan DeFigio is the bestselling author of Beating Sugar Addiction For Dummies and several other books. Dan also serves as the Director of Basics and Beyond fitness & nutrition, based in Nashville, Tennessee, where he does his work as a professional trainer, nutrition counselor, and author. He holds a number of prestigious national and international certifications, and is a member of the American College of Sports Medicine. Dan DeFigio has been featured on CNN’s Fit Nation, The Dr. Phil Show, SELF magazine, Personal Fitness Professional, and MD News, and is a popular guest on podcasts and radio shows worldwide.
Interview with Eido Walny  About Eido Walny
   Eido M. Walny received his J.D. from the Boston University School of Law in 2001, where he was the Executive Articles Editor of Boston University International Law Journal. He earned a Bachelor of Arts degree in Political Science, with honors, from The University of Chicago. Eido’s practice focuses on estate planning, asset protection, business succession, probate, trust administration, and he is also experienced in business, tax, and real estate law. He is a noted national speaker, author, and commentator on issues effecting estate planning. He provides counseling to protect multi-generational family wealth, including drafting wills, revocable trusts, and irrevocable trusts designed to mitigate the effect of taxes, leverage wealth, and minimize the risk of creditors’ claims. His experience also includes structuring family and business succession plans, non-probate transfers, trust and probate administration, and preparation of guardianships. In addition, he commonly utilizes will alternatives, advances charitable giving, and does planning for families with special needs children. Eido is a member of the Real Property, Probate, and Trust Law section of the State Bar of Wisconsin, the New York State Bar Association, Illinois State Bar Association, and the American Bar Association, as well as a member of the Milwaukee Bar Association and an officer in the Milwaukee Estate Planning Forum. He has been recognized as a “Leading Lawyer” in the area of estate planning by M Magazine. In 2012, he was named a “Forty Under 40” honoree by the Milwaukee Business Journal, and a Financial Advisor magazine 2012 Private Wealth All-Star Team nominee.Through the National Association of Estate Planners and Counsels, Eido is certified as an Accredited Estate Planner (AEP) and an Estate Planning Law Specialist (EPLS), the latter of which is the highest designation for an estate planning attorney that is currently recognized by the American Bar Association. Eido can be reached at 414-751-7531 or
Interview with Chris Gronkowski  About Chris Gronkowski
   Chris Gronkowski is a former NFL player who played fullback for the Dallas Cowboys, Indianapolis Colts and the Denver Broncos.  A Note From the Owner, Chris Gronkowski: "Since my NFL career ended I decided it was time to get rid of the excess weight I've been carrying for years and to get into shape.  So my journey began, and I soon realized that I needed to find a shaker cup that would keep my drinks cold with the convenient easy open pop top lid. I also wanted to be able to use it all day long, not just at the gym. I was able to create what I believe is the best shaker bottle on the market."