Meet the Wealth Summit Advisors
The Wealth Summit is your chance to learn from some of the most successful entrepreneurs, business, and financial experts in the world.
All totaled, the Maui Advisors past and present have collectively scaled and sold over $5 billion of businesses.
Here are just some of the amazing Maui Advisors who have generously participated in past Wealth Summit events to share their business and financial wisdom and insights.
Stephanie Harkness, former Chairman of the National Association of Manufacturers, and serial entrepreneur who took a small, struggling manufacturing company and grew it into one of the most successful high tech medical device companies in the world.
Patrice and Rob Mabary, Co-Founders of Consensus Medical Communications. Patrice and Rob have built and still own seven Level Three businesses with sales in the tens of millions.
Patty DeDominic, former President of the National Association of Women Business Owners and Founder of PDQ Careers, an HR consulting company which she grew to over 600 staff in 30 states before she sold it.
Kevin Bassett, the founder and CEO of Bassett and Byers, PLC, a mid-sized CPA firm that specializes in working with high net worth entrepreneurs. Over the years Kevin has worked with billionaire clients to corporate clients, helping them with Preemptive Tax Strategy™ and outside financial planning for businesses and business owners. He’s been a featured speaker at business and investment groups and conferences across the United States.
David Finkel, founder and CEO of Maui Mastermind. David is the Wall Street Journal and Business Week bestselling author of 10 business and financial books. He’s built, sold, and still owns numerous companies. Over the past 15 years his 100,000+ clients and Maui community members have gone on to buy, build, and sell billions of dollars of business assets.
Alan S. Gassman, JD, LL.M., Wealth Protection/Taxation. Alan practices law in Clearwater, Florida, is listed in Best Lawyers of America, and rated AV by Martindale-Hubbell. He has served on the Board of Advisors for the Journal of Asset Protection, and has published several books and over 150 peer-reviewed articles. Alan is board certified in Wills, Trusts, and Estates.”