Below are the speakers for the 2019 ACP Annual Conference who are not ACP members.

You can also view our featured speakers.

jerry.jpg Jerry Auippa
Longbridge Financial
Before making the move to reverse mortgages, Jerry spent 25 years in the Hospitality industry—serving six years as general manager of food and beverage at the Golden Nugget Casino in Laughlin, Nevada. In this role, Jerry met seniors every day and saw the financial challenges many of them face in retirement. After a life-changing accident forced Jerry to leave the hospitality industry, a switch to a career in reverse mortgages aligned perfectly with his values and lifestyle. Jerry believes seniors shouldn’t have to worry about finances during retirement, and over the past four years he has helped countless seniors increase their monthly cash flow to improve their golden years. Jerry works alongside professionals in the financial services industry to show them how reverse mortgages can be used to strengthen their clients' retirements.

Brent Burns
Asset Dedication

Brent Burns is the president of Asset Dedication. He earned a bachelor’s degree in industrial economics from the University of California, Berkeley, and an MBA from the University of San Francisco as a McLaren Research Fellow. 
joe.jpg Joe Elsasser, CFP®

Joe is the founder and president of Covisum®, a financial tech company focused on creating software that improves lives through better financial decisions. Covisum helps financial advisors serving mass-affluent clients in or near retirement and powers some of the nation’s largest financial planning institutions.

Steve Huxley
Asset Dedication

Stephen J. Huxley, PhD earned a bachelor’s degree in business and statistics from Ohio State and a PhD in economics from the University of California, San Diego. He is currently a full-time professor of business analytics at the University of San Francisco and also serves as the managing director of research for Asset Dedication, LLC.  
Abraham Okusanya
Timelineapp Tech
Abraham is the founder and CEO of Timeline, the next-gen retirement income software used by financial advisors and institutions to create and manage sustainable withdrawal strategies for clients. With users in seven countriesincluding the US, UK, Canada, Australia, and IrelandTimelineapp’s vision is to help 10 million baby boomers face retirement with confidence. 

As well as the book Beyond the 4% Rule: The Science of Retirement Portfolios That Last a Lifetime, Abraham has authored several industry papers and delivered talks to the Financial Conduct Authority (FCA), Chartered Insurance Institute (CII), Personal Finance Society (PFS), The Association of British Insurers (ABI), Chartered Institute for Securities & Investment (CISI) and several conferences in the UK, US, Ireland, and Luxembourg.
larry.jpg Larry Pon, CPA/PFS, CFP®, EA, USTCP, AEP
Pon & Associates
Lawrence Pon is a certified public accountant, a personal financial specialist, a certified financial planner, an enrolled agent, a United States Tax Court practitioner, and an accredited estate planner in Redwood Shores, California. He has been practicing since 1986 and enjoys helping his clients reach their financial goals. Lawrence received his BS in business administration with an emphasis in accounting and finance from the University of California, Berkeley and an MS in taxation from Golden Gate University in San Francisco. He frequently speaks on tax and financial planning topics. Lawrence serves on the board of directors for the Better Business Bureau Professional Advisor Committee for the Silicon Valley Community Foundation and as the financial literacy chair and diversity & inclusion chair. He is a member of the American Institute of Certified Public Accountants, the Peninsula Estate Planning Council National Association of Enrolled Agents, the California Society of Enrolled Agents, and the California Society of CPAs. He also volunteers for the Financial Planning Association and is a member of Money Doctor for 360 Degrees of Financial Literacy.
KathleenRehl.jpg Kathleen Rehl, PhD, CFP®, CeFT®
Rehl Wealth Collaborations
Kathleen M. Rehl wrote the multi-award-winning book, Moving Forward on Your Own: A Financial Guidebook for Widows. Having experienced widowhood herself, Dr. Rehl empowers widows financially™ and inspires their advisors. Her work has been featured in the New York Times, Wall Street Journal, AARP Bulletin, CNBC, USA Today, U.S. News & World Report, Journal of Financial Service Professionals, Journal of Financial Planning, and many other publications. Rehl owned an independent financial planning firm for 17 years before retiring to her "encore career"—speaking, writing, mentoring, and researching widows' financial issues. 
Jerry_Skapyak.jpg Jerry Skapyak, LUTCF®

When fee-only advisors want an expert in retirement funding risk management solutions, Jerry Skapyak is the one they turn to. That’s why LLiS brought him and his family to sunny Florida in 2008.

Before joining LLiS, Jerry spent a number of years climbing the ranks of two top-rated insurance companies, Zurich Life Insurance Company and Western-Southern Financial Group. During his ascent, he handled product development, intelligence analysis, and advisor services.

Jerry’s 26 years in this industry analyzing, studying, and researching annuity solutions have made him the go-to guy for advisors with clients seeking to ensure they don’t outlive their savings. He is skilled at assessing clients’ needs and the benefits most important to them, then tailoring the right solution to fit their unique circumstances.

Andrew.png Andrew Town
TD Ameritrade

As a long-time consultant for financial advisors, Andrew also supports firm owners and associates as a presenter, facilitator, and coach. He takes a collaborative approach to helping firms create sustainable growth, scalable operations, and superior associate and client experiences.

In his role as VP of Business Consulting at TD Ameritrade Institutional, Andrew’s background in consulting and small business ownership allows him to blend real-world expertise with best-in-class resources to help individuals and firms identify and achieve their most important goals.

Andrew lives in the Dallas–Fort Worth area in Texas with his wife and daughter. He endeavors to make good use of his MBA in global executive leadership, MS in industrial/organizational psychology, FINRA Series 7 and 66 licenses, and belief in everyone’s ability to improve with focus, effort, and support.

Karen Umland, CFA®
Dimensional Fund Advisors

Karen is a senior portfolio manager and a member of the Investment Committee at Dimensional. Her responsibilities include general oversight of portfolios as well as frequently speaking at presentations and meetings with clients, prospects, and consultants.


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