Ken plays the role of Dean for the Lab and is in charge of the overall vision and direction of the educational efforts. He also is an instructor for several classes. He is an attorney, a CPA, and a financial advisor.
Tom serves as the Head of Instruction at the Lab and is in charge of determining the relevant subject matter and course schedule that is offered. He also serves as an instructor. He is a financial advisor.
Brian is the Head of Curriculum at the Lab and is in charge of developing and building the curriculum and the associated content to deliver interesting and compelling presentations. He is a financial advisor.
Mike is a financial advisor and specialist in the field of college planning. He serves as content creator and lead instructor for our college planning curriculum.
Kathy is a practicing attorney specializing in estate and family planning. She serves as content creator and lead instructor for our estate planning curriculum.
Katie wears many hats helping keep the Lab organized and delivering the relevant content to our growing body of workshop attendees. She is the Lab's Administrative Assistant.