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.
Byron Ricardo Batres, @ByronBatres
General Manager, Probate, Trust & Will
Byron Batres, CFP® is Trust & Will's General Manager of Probate and has over 22 years of experience designing and implementing estate plans.
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.
Cody Barbo, @codybarbo
Founder & CEO, Trust & Will
Cody is the Founder and CEO of Trust & Will. Since starting Trust & Will in 2017, he has worked endlessly to make estate planning an affordable and inclusive option for all American families.
Daniel Goldstein, @goldstein222
Co-Founder & COO, Trust & Will
Daniel is co-founder and COO of Trust & Will. He oversees daily operations and plans for the long-term future growth of the company.
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