Licensed Facilitators of the MMCI Wealth and Life Planning System
PriceWaterhouseCoopers Australia
Exclusive Licensee for Australia
David Smorgon, Executive Chairman
Family Business Advisory
Tel: 61 (3) 8603 1268
david.smorgon@au.pwc.com
Highmount Capital
12 East 49th Street
New York, NY 10017
Tel: (646) 274-7470
Fax: (212) 759-1619
Darcy G. Bhatia, CFA, CFP, Partner
darcy@hmcap.com
Maarten van Hengel, Partner
mvanhengel@hmcap.com
Brian Walsh, Partner
bwalsh@hmcap.com
Cypress Wealth Advisors, LLC
Barbara H. Young, Principal
Two Embarcadero Center, Suite 2330
San Francisco, CA 94111
(415) 489-2090
byoung@cypresswealth.com
Stephanie Evans, Ph.D
309 Third Street
Sausalito, CA 94965
415-331-3388
Falconer Asset Management
Erik Falconer
Leslie Falconer
809 E. Grand River Avenue
Howell, Michigan 48843
(517) 552-1291
email: erik@falconergroup.com
email: leslie@falconergroup.com
Merrill Lynch Private Bank
Stacy L. Allred
Director Private Banking & Investment Group
601 108th Avenue NE, Suite 2100
Bellevue, WA 98004
(425) 468-1204 (office)
(425) 681-5593 (cell)
(425) 223-4275 (fax)
stacy_allred@ml.com
Daniel Dunn, CFM
Private Wealth Management
2 World Financial Center
NY, NY 10281
(212) 236-0591
(800) 308-1899
(212) 236-5104 (fax)
HSW Advisors
Jordan H. Waxman
Managing Partner
Hightower
505 Fifth Avenue, 4th Floor
New York, NY 10017
(212) 286-1173
jwaxman@hightoweradvisors.com
Sendero Family Enterprise
250 W. Nottingham, Suite 300
San Antonio, TX 78209
Tel: (210) 805-1181
Scott McMillian, CPA, CFP, Co-Founder
SMcMillian@sendero.com
Tara Maxwell, PHR, SHRM-CP, Co-Founder
TMaxwell@sendero.com
Present Path Consulting
Abigail Ivins
Founder, Executive Coach/Consultant
Mill Valley, CA
415-388-1529 (w)
abby@present-path.com
www.present-path.com
Hunter Media Services
Elizabeth Hunter
Mill Valley, CA
415-226-8175
info@huntermediaservices.com
www.huntermediaservices.com
Click here for PDF of Wealth & Life Planning System Advisor Training Program