Brent Eden/Nease, Lagana, Eden & Culley, Inc.
Brent Eden is a Principal of Nease, Lagana, Eden & Culley, Inc. He joined Nease, Lagana, Eden & Culley, Inc. in 2011 after practicing law at Carlock, Copeland & Stair, LLP in Atlanta, GA.
Brent specializes in providing life insurance advisory services and customized, integrated planning solutions to families, business owners, corporate executives & other individuals of substantial income and/or assets. He also has experience in planning for privately & publicly held businesses, including key person & buy-sell agreement funding.
Brent recommends solutions that are in the best interests of his clients and match their overall planning strategies and objectives. He enjoys collaboration with his clients’ advisors and has a strong commitment to high quality service and innovative solutions.
Brent is extensively involved in many civic organizations including leadership roles and advisory and executive board memberships for various events and committees within the Jewish Federation of Greater Atlanta and the Atlanta Jewish Foundation. He is also a member of the Atlanta Beltline 67 (AB67), a group of leading young professionals who serve as advocates for the Atlanta BeltLine vision in support of the mission of the Atlanta BeltLine Partnership.
Brent obtained his law degree from the Georgia State University’s College of Law, focusing on estate planning and litigation, and holds a Bachelor of Arts degree in political science from the University of Michigan. He is a registered representative of M Holdings Securities, Inc.
David Hultstrom/Financial Architects
David Hultstrom is co-founder and chief investment officer of Financial Architects. He has earned a Master of Business Administration degree (MBA) and is a Certified Financial Planner® (CFP) and Chartered Financial Analyst (CFA). He has served as a local chapter board member of the Financial Planning Association and is also active in the Atlanta Society of Finance and Investment Professionals and the National Association of Personal Financial Advisors.
Mr. Hultstrom has also served as an arbitrator and expert witness in securities disputes and has taught numerous courses nationwide for CPAs, financial planners, investment managers, and other professionals. He has also taught in the Certified Financial Planner programs at several universities.
He has been published in Financial Planning and Investments & Wealth Monitor and is the author of a number of white papers on financial planning and wealth management topics. He also produces a monthly newsletter for his clients and others who are interested, and a quarterly e-mail publication for financial professionals with several thousand subscribers. He is the recipient of the 2015 HONORS Award for contributions to the financial planning industry from the Financial Planning Association of Georgia. In addition, he has been quoted in numerous newspapers and journals, including the Chicago Tribune, the Christian Science Monitor, the Economic Times, the Journal of Financial Planning, Newsweek, and the Wall Street Journal.
Mr. Hultstrom resides in Woodstock, Georgia with his wife, Dawn. Dawn is a kindergarten teacher, cross country coach, and avid marathon runner. Their daughter, Alexandra, is a student at Furman University.
CLICK HERE to watch the video of this show.
About Gaslowitz Frankel:
Gaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation throughout Georgia and the Southeast. With a focus on representing individuals, companies, banks, and fiduciaries in dispute involving wills, estates, trusts, guardianships, businesses, and securities law, their experienced and highly qualified litigation attorneys have tremendous credentials and a proven history of success.
If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.
Remember to tune in HERE on the 4th Wednesday of every month at 8:30 AM to listen live to their show!