Jeff Wood

Jeff gained a passion for financial services in 2001 while attending Brigham Young University where he earned his Masters in Accounting. After graduating, Jeff worked in public accounting at KPMG and Deloitte,. He and his wife, Annmarie, have lived in Japan, California, and are now back to their roots in Utah. Jeff has worked in banking, public accounting, and other executive positions in the financial industry. His passion for helping families with their financial plans never left him, and he re-entered the financial field once again in 2014. He loves educating his clients about various financial concepts and helping those individuals overcome the challenges they face. Jeff and his wife live in Saratoga Springs, Utah with their four children and two dogs.

Debbie Faw

Account Executive

Debbie has been in business for over 35 years. Her passion is to support business owners in providing strategic entity structuring for their business. She lives in Baker City, Oregon.

Omolola Adekeye is a transformative wealth strategist and business advisory consultant with a mission to empower individuals and organizations to secure their financial legacies and protect their assets through strategic, holistic planning.

With over 16 years of experience in asset protection, wealth preservation, and business structuring, Omolola has guided numerous clients in aligning their personal and business financial strategies to create robust safeguards against risk.

At the core of Omolola’s work is a deep commitment to practical, values-driven wealth strategies. As the creator of programs like The Holistic Asset Protection Blueprint, she equips clients with actionable tools to integrate personal and business assets, ensuring a comprehensive approach to asset protection and legacy building.

Known for delivering insightful consultations and engaging workshops, Omolola combines strategic insights with practical guidance, empowering clients to secure their financial futures and build enduring wealth.

Summit attendees can expect to leave Omolola’s sessions with fresh perspectives, clear strategies, and the confidence to implement asset protection frameworks that align with their long-term goals.

Crystal is a seasoned attorney specializing in asset protection strategies, bringing over 13 years of diverse legal experience to the forefront. With a solid foundation in business law, consumer debt, estate planning, and asset protection, Crystal is dedicated to helping individuals navigate the complexities of estate planning. A proud graduate of the University of Utah, where she earned a bachelor’s degree, Crystal further honed her legal expertise by obtaining a law degree from Rutgers School of Law – Newark. She is licensed to practice law in the states of Utah and Wyoming. Passionate about protecting assets for families and individuals, Crystal strives to empower clients with the knowledge and resources necessary to safeguard financial futures for individuals and their families. She believes that everyone deserves peace of mind and works diligently to create effective strategies that ensure clients’ family and interests remain protected. Through a commitment to excellence and a client-centered approach, Crystal is focused on delivering exceptional legal services that foster trust and support in every step of the estate planning process.

Presentation Topics:

Join us for an informative estate planning presentation designed to equip you with essential knowledge about preparing for the future. We will cover the basics of estate planning, including key documents such as wills, trusts, powers of attorney, and advance healthcare directives that address both incapacity and death. Learn how these documents work together to ensure your wishes are honored and your loved ones are protected. Additionally, we will discuss strategies for asset protection, helping you safeguard your wealth from unforeseen circumstances. Whether you are starting your estate planning journey or looking to update your existing plans, this presentation will provide valuable insights and practical tips to secure your legacy.

Ron is a seasoned entrepreneur, community advocate, and family man with a rich background in business and cross-cultural relations. A former Marine, he served as a Public Relations NCO in Japan from 1968 to 1972, where he developed a lifelong appreciation for Japanese culture and language. His connection deepened during his LDS mission, where he became fluent in Japanese and served as a translator for Japanese nationals. Married since 1979 and a father of nine, Ron embodies a steadfast commitment to family and service.

With a Bachelor’s in Business Administration and advanced studies in Forensic Auditing, Ron has successfully bought, sold, and managed numerous businesses and real estate ventures. He has also mentored over 700 small businesses, authored four books, and delivered seminars on business strategy. Ron’s dedication to empowering others and his entrepreneurial expertise make him an invaluable resource and an inspiration to those seeking success.

Ravi Maringanti, Founder of Aaressem Consulting LLC – has been in practice since 2002. He Specializes in Structuring businesses in an optimal way both protection wise and tax wise. In his journey of practice he also structures between countries to avoid double taxation. Hi Client profile includes Ecommerce and online businesses spanning across countries, Real Estate and Information Technology Companies.

Curtis Swenson, known as the Thought Coach, graduated from BYU in psychology. He later became a Louise Hay certified teacher and coach. After teaching the “Love Yourself workshop” several times and having 1 or 2 coaching clients at a time, he had a breakthrough.  Through some inner work, facilitated by an excellent life purpose workshop, he discovered that coaching wasn’t just his hobby; it was what he was born to do!

After 10 years of coaching, facilitating, and enrolling in 3 different companies, he started his own business. Shortly after that, he saw that his specific calling is to teach people to love themselves and realize the joy they can feel when self-confidence becomes an everyday part of their lives.

Clay Neves has worked for Fortune 1000 companies and small business professionals throughout the US and Canada to achieve more consistency, predictability, and control over sales and accounting. He has served as a Chamber of Commerce President and provided monthly networking training to several Chambers of Commerce, worked for a company that teaches people to be bookkeepers, and now works with Pratt and LeFevre as the National Sales Director.