Our Advance Planning Experts

Russ Alan Prince

As the Founder and Consultant of R.A. Prince and Associates, Russ Alan Prince is one of the leading authorities in the private wealth industry. He regularly consults with the super-rich, family offices and select fast-tracking entrepreneurs, and is often engaged by wealthy family members and successful entrepreneurs for personal wealth creation coaching.

Russ has authored or co-authored more than 60 books for entrepreneurs, the affluent and ultra-affluent, and professional advisors to the affluent, including “Everyone Wins! How You Can Enhance and Optimize Business Relationships Just Like Ultra-Wealthy Entrepreneurs” and “Your Optimal Financial World: How Driven Entrepreneurs Can Benefit from High-Performing Virtual Family Offices.”

Frank W. Seneco

Frank is President of Seneco & Associates, Inc., one of the leading wealth planning firms specializing in structuring sophisticated life insurance solutions. He is also President of Seneco Global Advisors Ltd., an offshore insurance consultancy.

For over 30 years, in conjunction with his partners, staff and retained network of specialists, Frank Seneco has worked with domestic (US) and international families who have significant wealth. He helps them meaningfully enhance their wealth, tax-efficiently transfer their wealth to the next generation and protect their wealth from unjust lawsuits. Furthermore, Frank is recognized internationally as an expert on structuring traditional and private placement life insurance solutions for entrepreneurs, family offices and celebrities.

Trent Erickson

Trent is a Partner and Tax Specialist at Legacy CPAs. Before graduating with a Bachelor’s Degree in Business Administration with an accounting emphasis from the University of Phoenix, he was affiliated with two local CPA firms before joining the staff of Kilpatrick & Co., CPAs in June of 1993. Trent has maintained the majority of the client relationships throughout the transitions with these companies.

Trent Erickson has nearly 30 years of experience in the fields of accounting, income taxation, business consulting services, cost segregation services, and taxpayer representation in IRS and governmental agency disputes.

J. Alan Soelberg, Attorney

As a Partner at Davis Miles Maguire Gardner, PLLC, J. Alan specializes in the areas of business & commercial transactions, asset protection, wills, trusts and estate planning, and mergers and acquisitions. He understands that attorneys are most effective when they are able to articulate clearly how the legalese impacts the business client’s day to day procedure and operation.

With a unique perspective that comes from hands-on, private sector employer experience, J. Alan Soelberg understands the importance of effectively navigating legal risk reduction practices with real world business management. He saw firsthand how a thoughtful blend of both legal and business procedures reduced risk and complied with regulations, while maximizing business operation.

Todd Bailey, J.D., MAcc

Todd is the President and CEO as well as a Captive Consultant at Fortress Risk Management. As an attorney who also holds a Master’s Degree in Accounting, he and his team at Fortress have placed over $100 million in premiums into captive reinsurance companies.

As one of the nation’s sought-after experts in captive insurance and captive reinsurance, Todd Bailey provides a unique specialty in risk management. With his expertise in these areas, along with comprehensive knowledge of estate planning and tax, he has contributed to the formation, management, and operation of hundreds of successful captive insurance companies. As a leading expert on captive insurance, Todd also teaches his unique strategies to help other advisors pursue the niche market of captive insurance and help their clients to control risks, manage costs and improve cash flow.

Timothy Riley, Attorney

Tim is the Co-Founder and a shareholder of Aguirre Riley, P.C. With deep experience representing clients before the Internal Revenue Service, Tim brings unique skills to bear on his clients’ estate and family business planning issues. His intimate knowledge of tax code allows him to help his clients structure their wealth so that it grows while maintaining compliance with tax law.

Tim Riley focuses mainly on estate and family business planning, tax-exempt entities and probate, as well as the areas of trust administration and corporate law. Since 2012, he has received recognition as Nevada Legal Elite by Nevada Business Magazine and a Mountain States Super Lawyers Rising Star, Estate & Probate.

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