Ann Garcia is a CFP®, NAPFA member, and partner at Independent Progressive Advisors in Portland, OR. She is the author of How to Pay for College: A Complete Financial Plan for Funding Your Child's Education. Her firm focuses on mid-career professionals balancing college planning against other financial priorities.
Jeffrey Levine is the Lead Financial Planning Nerd for Kitces.com, and is also the President of Fully Vested Advice, Inc., which provides financial education and consulting services to industry professionals.
Levine is also the Chief Planning Officer at Buckingham Wealth Partners and works closely with their team to create a seamless client experience that makes it easy to plan and instill confidence as they work towards their most important goals. He serves as a technical resource for advisors and the firm’s primary thought leader regarding evidence-based planning concepts and strategies. Buckingham allows him to train and educate hundreds of advisors and support them in their pursuit of helping clients fulfill their financial dreams.
He is a nationally-recognized and award-winning thought leader within the financial planning community.
Brant Steck, CFP®
As Vice President of BUI, Brant Steck leads the firm's marketing efforts with the ultimate goal of understanding, creating, and delivering value to the advisors who partner with the firm. By tailoring BUI’s resources and services to the needs of individual advisors, the marketing team at BUI makes it comfortable and easy for advisors to engage their clients in the areas of wealth transfer and wealth protection.
Steck commonly participates in joint meetings with financial service professionals who have varying levels of expertise (financial planners, investment managers, attorneys, accountants, trust companies, property and casualty specialists, group benefits producers, etc.) to develop planning recommendations, commonly employing life insurance and long-term care insurance.
After graduating from Truman State University, Steck began his career in the insurance industry at GMAC Insurance and then AXA Advisors before finding his home at BUI in 2008. In May of 2012, he completed the education, exam, experience and ethics requirements to earn the designation as a Certified Financial Planner™ (CFP®).