Meet Our Team
Our team members possess diverse skills and extensive professional and educational backgrounds to ensure
that our clients receive the best possible care.
Jack Gelnak, JD
President & CEO, Wealth Preservation Strategist
Jack Gelnak, JD, has devoted over 23 years to the financial services industry.
As a Wealth Preservation Strategist, Jack protects his clients’ wealth from erosion from long-term care expenses, inappropriate risk in his clients’ stock-market portfolios as well as protecting their wealth from government intrusion and potential family discord. Jack chose to focus on assisting seniors aged ’60-and-better’ to navigate through the complexities of their financial situation.
Dr. Mehdi Izadi
Financial Services Specialist
Dr. Izadi commenced his career over 30 years ago as a family physician having graduated from the University of Health Sciences in Kansas City, MO. Dr. Izadi joined Cigna health plan as a staff physician and later became Chief of Staff there. It is his combination of 3 decades in the medical profession coupled with years of business acumen that serves our clients well, so he can help them navigate both their health, well-being and long-term care without compromising their retirement and assets.
Dr. Sherry Hu
Dr. Sherry is the director of Beyond Academy. She and her team have extensive experience in college planning and retirement planning. Dr. Sherry and her professional team are committed to helping students get into their dream colleges with the most efficient funding strategies while also helping parents preserve their retirement funds in the most tax-efficient ways possible. In the past, she has worked as an assistant professor at the University of Nevada, Las Vegas. She was also a Director of an international non-profit organization and a senior manager of a Fortune 200 company.
Wealth Preservation Strategist: Las Vegas Branch
Eric Krattiger is a licensed Real Estate Broker and licensed Mortgage Broker (Nevada). He is also a registered Mediator with the state of Nevada. Originally from California, Eric has worked as a realtor and financial adviser for over 25 years in the states of Oregon, California, and Nevada. Eric heads our
office in Las Vegas so that he can better serve our growing client base in that region.
Financial Services Specialist
Kayla educates and inspires our clients through a comprehensive wealth management process that helps her clients create their own banking system! As a holistic Wealth Preservation and Retirement Specialist she has challenged her clients to really think about their future and how to plan for it. Kayla helps select highly successful business owners and professionals make smarted decisions with their money and is equally passionate in encouraging the younger generation to prepare for their futures sooner rather than later.
Wealth Preservation Strategist
In todays society, we are often overwhelmed with financial news and data. It is difficult for families to sift through all of this information and choose what is relevant to them. Anthony works with families over the long term providing them with specific recommendations while utilizing a comprehensive wealth management process. Anthony's background includes a bachelors degree form Fordham University where he was a double major in Political Science and Sociology. Beginning at a young age, Anthony was exposed to investing by his father who is a Chartered Financial Analyst. His interests grew, and now Anthony helps individuals make smart decisions with their money. Anthony utilized his wealth management formula to help a select group of highly successful business owners and professionals for whom he can make the biggest impact. When Anthony engages with a client, he works with them to strategically invest their assets, mitigate taxes, help to care for their heirs, and make sure their assets aren't unjustly taken from disability, death or divorce. Anthony has a network of top professionals to help his clients maximize their probability of achieving what is most important to them.
Client Support Manager
Ursula Tobler was born and raised in Switzerland and has over 25 years of experience in a Tax and Probate Law Firm She also worked as Director of HR/Finances and Operations in a Law Corporation. Additionally, Ursula is a licensed insurance agent registered with the state of California. Ursula is meticulous in providing financial advisory support to our clients,
ensuring that their individual cases
are taken care of.
Client Relationship Manager
Vesselina graduated from the University of San Diego with a Bachelors degree in Marketing and an Associates in Business Administration. Her previous roles have always been customer service oriented and she carries out the responsibilities with her clients in mind.
Having marketing as her focus she enjoys engaging with our clients and creating content to engage with them on a daily basis.