Speakers

Amy Burdge

Amy Burdge brings a career’s worth of experience in financial services. She’s served as an editor, marketer, sales executive, and events director for a national b-2-b insurance publication; thrived as a member of the marketing and business development teams at Buckingham; and worked as the marketing manager at fpPathfinder. Each experience offered Amy a new lens through which to view financial services, and the result is a deep appreciation for the advisors who do critical work for clients. In late 2023, Amy launched AHB Communications for fee-only fiduciary financial advisors. The work advisors do aligns with Amy’s core values, which enables her to work in lockstep with her clients to amplify their mission and value proposition to attract, retain, and engage their ideal clients.

Mike Kurz, CFP®️, CIMA®️, CPWA®️, RMA®️, CAIA

As the Director of Programs, Mike Kurz, CFP®️, CIMA®️, CPWA®️, RMA®️, CAIA serves to grow the strength of the Institute through continuous improvement in each of the certification programs along with connecting to members to ensure a rewarding learning experience. He leads program development for CIMA®️, CPWA®️ and RMA®️ Certification Education Programs. Mike builds curriculum, sources course material and collaborates with subject matter experts while participating in activities that enhance candidate success. Mike has spent more than 20 years in the world of Wealth Management in counselling Investors and Financial Advisors.

Dr. Riley Moynes

Dr. Riley Moynes has enjoyed a distinguished career spanning four decades in both the public and private sectors. In public education, he served as a Department Head, a Superintendent, and a Director of Education. He also authored several textbooks including a History of Russia, and a World Religions text. In the private sector, he was a Founding Partner of a major Canadian Wealth Management Firm, and Senior Financial Advisor. Since stepping back from day-to-day involvement in financial services, Dr. Moynes researches and writes reader-friendly publications on topics of general interest and presents Workshops across North America based on those publications.

Brian O. Wright, CFP®

Brian O. Wright, CFP® is the Co-Founder of Fiduciary CFO, a forward-thinking tax, accounting, and planning solution for RIAs. In 2014 he co-founded FA Bean Counters, the first virtual accounting & tax firm for financial advisory practices, which sold to XY Planning Network in 2017. He is the owner of Wright Planning, LLC - a Fishers, Indiana-based RIA that works exclusively with business owners.