Meet the Authors
Samuel Deane, @samueldeane
Founder, Deane Wealth Management
Samuel Deane is a financial planner and founder of Deane Wealth Management, an independent investment advisory firm for tech employees. His expertise allows him to help clients pay less in taxes, pay off debt, and become financially independent.
Mitch Mitchell, @MitchMitchell
Product Counsel, Legal, Trust & Will
Mitch Mitchell, Product Counsel at Trust & Will, is an integral part of the company’s internal legal team. As an experienced estate planning and probate attorney, Mitch brings over a decade of knowledge and experience to Trust & Will’s offerings.
Julia Rodgers, @juliarodgers
CEO, Co-Founder, HelloPrenup
Julia Rodgers is HelloPrenup’s CEO and Co-Founder. She is a Massachusetts family law attorney and true believer in the value of prenuptial agreements.
Memoria Team, @memoria
End-of-Life Planning Services, Memoria
Memoria's mission is to put bereaved families in control again by providing a platform that reduces their emotional strain and costs, creating more time for them to grieve, not worry.
Marni Blank, @marniblank
Marni is a death doula, lawyer, trained mediator, and a female founded small business owner. She offers holistic end of life planning and death doula services.
Patrick Hicks, @PatrickHicks
Head of Legal, Trust & Will
Patrick Hicks, J.D., LL.M. is Head of Legal, serving as our General Counsel overseeing all attorney-related operations, including regulatory efforts and legal affairs.
Thomas Kopelman, @thomas-kopelman
Financial Planner, Co-Founder, AllStreet Wealth
Thomas Kopelman is a financial planner and the Co-Founder of AllStreet Wealth, a virtual, fee-only financial planning firm for millennials.
Lyle Solomon, @lyle-solomon
Principal Attorney, Oak View Law Group
Lyle Solomon is a principal attorney for the Oak View Law Group in California, where he specializes in consumer finance. He has also written several articles on financial well-being.
Derek Notman, @DerekNotmanCFP
CFP & Founder, Conneqtor
Derek Notman is a Certified Finanical Planner and Founder of Conneqtor, a tech company focused on serving financial advisors on a global scale.