Our Team
We are passionate financial and legal professionals with over 100 years combined experience in the Finance world. We write and prepare original content to help educate, inform and prepare investors to maximize their saving and investing experience while they minimize the potential to be defrauded by rouge financial practitioners. We engage well known contributors who provide content on their area of expertise.
John Lohr, Attorney, Retirement Analyst, Fiduciary expert
John is widely regarded as a top legal expert on fiduciary responsibility relating to the investment management profession, John is a founding father of the investment management consultant’s profession and has personally trained over 100,000 financial professionals. Additionally, he has counseled major Wall Street firms and associations in various aspects of managed account programs, and has trained and consulted to firms on corporate legal, compliance, fiduciary responsibilities and business development issues specific to the investment management industry. In 2010 the Money Management Institute designated him an “architect of the managed solutions industry” awarding him their Pioneer award for Lifetime Achievement in Wealth Management.
In September,2017 he founded THE MONEYCULTURE INITIATIVE, with the Board Partners.
Christine Byrnes, General Manager
Paula Calhoon, Development
Ian Lohr, Senior Editor
Erin Geller, Editor