Roger Whitney, Judy Reeves, Consultant Brooke Lively explains your numbers

Roger Whitney known as The Retirement Answer Man. He began his career as a Financial Advisor in 1991. This allowed him to witness first-hand the rise and fall of the “new economy” and the Dot-com bubble that ended in 2000. This experience solidified for him that financial management is about people, not money, and that they are served best by advisors that are fiduciaries to their clients and have the heart of a teacher. In 2003 he left, at the time, the largest private bank in the world and, with two wonderful partners, established WWK Wealth Advisors

Judy Reeves writer, teacher, and writing practice provocateur who has written four books on writing, including the award-winning A Writer’s Book of Days. In addition to leading private writing groups, Judy teaches at UC San Diego Extension and at San Diego Writers, Ink, a nonprofit literary organization she cofounded 

Brooke Lively President of Cathedral Capital, Inc., where she functions as a financial consultant specializing in closely held companies with revenues up to 10 million dollars.  She advises firms to help them make the strategic financial decisions necessary to grow their businesses. Brooke and her team currently serve as CFOs for over forty fast growing entrepreneurial companies around the nation