Scott has been working exclusively with high net worth individuals for 30 years. His experience as a planner and educator is sought after throughout the financial services industry. He has presented motivational seminars throughout the United States using both photography and magic as a technique to delve into some of the life issues that are a part of people’s lives.
Donald Werner considers himself a lifer in the field of financial planning. He studied finance formally in college and has followed it consistently since then. He has been a conscientious investor for 35 years, both personally and with family investments. Thus, it was a natural transition for him when he decided to move into professionally advising clients as an Investment Advisor Representative. Prior to making this shift, Don managed small businesses in the US and the Bahamas, helping the owners focus their strategy on their customer base and fine tune that strategy over time.
Med, Inc. / Lebin Financial Planning
Teri has over two decades of experience in many operational and administrative facets of banking, having worked for one of the largest banks in the world. Her diverse background includes project management, operational risk, compliance, process improvement and business continuity planning. It is this background, coupled with a strong commitment to client satisfaction that gives Teri a unique perspective on managing all aspects of Lebin Financial Planning and Managed Economics for Doctors, Inc.