Arzaga, Rich
Rich Arzaga is a dedicated advocate for investors who own directly held real estate investments, an asset class often overlooked by financial advisors. With a focus on comprehensive financial planning, Rich also provides valuable guidance on various real estate matters, including real estate cash flow modeling, buy-sell-hold decisions, 1031 exchanges, tax-advantaged strategies, inherited properties, and […]
Rowling, Sheryl
Sheryl Rowling is Morningstar’s Editorial Director, Financial Advice. In this role, Rowling writes and speaks as a subject-matter expert on tax-efficient investing, portfolio management, and advisor practice management. She previously was the founder and principal of Rowling & Associates as well as the founder and president of Total Rebalance Expert, a tax-efficient portfolio management solution. […]
Brock, Brooklyn
Brooklyn Brock is a 3rd generation financial advisor and founder of Ellevate Advisors LLC, a fee-only RIA, specializing in Financial Planning and Exit Planning for advisors themselves. Throughout her career, she found advisors rarely do retirement planning for themselves like they do for their clients, which drove her to launch her own RIA to serve […]
Cruz, Kelli
Kelli Cruz brings more than 30 years of experience to her role as the founder of Cruz Consulting Group (CCG), working closely with advisory firm owners and executives of financial services institutions. CCG is committed to building talent wealth and helping advisory firms realize their true potential, by providing consulting engagements in human capital, including […]
