Practice Management Course

What Practices Need to Know About Finance

Friday, October 5
12:40 PM - 1:20 PM
Location: Terrace Ballroom 4 (level 400)

Category: Practice Management

Learning Objectives:

Ian J. Ellis

Financial Consultant
Wealth Management Strategies
Irvine, California

Ian Ellis is a partner at Wealth Management Strategies and a lead advisor in the ACG Member Benefits team at WMS. Since joining the firm in 2011, Ian’s work has included various complex planning and case designs including estate and duration planning strategies, deferred compensation plans, charitable giving, COIL contracts, and traditional/private/reverse split dollar plans. Prior to joining WMS, Ian worked in real estate investment and development in southern California. Ian enjoys working on complex cases and finding creative strategies to address client needs. Ian graduated with honors from the University of Southern California in business administration and received his MBA from Brigham Young University.

Ian loves classic cars and coaching youth soccer and baseball in his free time, but his greatest joy comes from spending time with his wife and 3 children.

Presentation(s):

Send Email for Ian Ellis

Brent W. Koch

Principal
Wealth Management Strategies
Irvine, California

Brent Wood Koch is the managing principal of Wealth Management Strategies and President of Paramount Strategies Group. As one of the premier financial strategies consultants in the industry, Brent brings over 25 years of experience to WMS. He has completed business with some of the most affluent families, business owners and executives across the country. Since joining AXA Advisors, LLC in 1988, he has been recognized as one of AXA’s elite with many honors and awards. Over the last ten years, Brent has designed and implemented some of the most advanced and sophisticated estate, business and wealth transfer strategies in the industry. On a national basis, he works closely with his clients’ attorneys, accountants and advisors to design the strategies that satisfy their needs. Brent is an active member of his Church and community servicing in various capacities. He is active in several national and local charities. Brent lives with his wife Jana and their four daughters in Laguna Niguel, California.

Presentation(s):

Send Email for Brent Koch


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