Project Liberty Team
Resident Expert - Human Resources, Leadership Coaching
Kim Bach is an innovative leader, public speaker, executive-level coach, and Chief People Officer at Dailyhuman. With over 25 years of extensive experience in the business world, Kim is passionate about working with close-knit teams to drive organizational change through a mix of pioneering leadership strategies and employee engagement. Driven by her big heart and creative vision, Kim draws on her diverse skillset to promote growth at all levels of the organization.
Through her work at Dailyhuman, Kim is committed to providing teams with a practical framework to facilitate open communication, redesign corporate culture structures, build strong interpersonal relationships, and lead the way toward a more positive and connected business environment. She’s at the frontier of addressing the $1 trillion employee disengagement crisis.
Kim spent much of her career at ARS National, as Vice President of Human Resources, and at Capital One serving in various leadership roles for talent development. Kim designs and delivers a curriculum that builds self-awareness, improves interpersonal communication, and fosters meaningful connections within teams.
Kim graduated from the first-ever undergraduate school of leadership studies at the University of Richmond and holds a Master’s in communication. She serves on several boards and network groups, including the Conscious Capitalism Senior Leader Network, CEO Mastermind “ProvenChaos,” and the board of Strength in Sisterhood.
Resident Expert - Private Aviation
For over 30 years, David Clark has delivered value in the private aviation industry through several key roles – working with international corporations and family offices. During that time, David has overseen in excess of $150 million in private aircraft transactions. His highly relational approach and deep commitment to understanding the client’s deepest concerns ensure that the interests of his clients are always protected.
David is currently the Owner of Integris Aviation Consultancy (www.integrisaviation.com), a boutique aircraft brokerage and consulting firm founded in 2009 specializing in light, midsize and heavy private jets. His clients are some of the largest corporations and family offices in the Americas who count on his expertise to help solve complex operational and strategic challenges.
David has a Bachelor of Science in Aviation Technology from world-renowned Embry-Riddle Aeronautical University and a Master of Arts from Reformed Theological Seminary. He is an NBAA Certified Aviation Manager, FAA Airline Transport Pilot, and has moderated several panel discussions for Corporate Jet Investor (CJI) conferences in London and Miami. In 2019, CJI recognized David as one of the Top 30 Dealmakers in the Americas. Fluent in Portuguese and English, he divides his time between North and South America working with family offices and private flight departments to bring the best solutions for those who rely most on private aviation.
Resident Expert – Entrepreneurship, Technology, Oil & Gas
Chad Cranfill is an innovator. Throughout his career in various industries, he has always striven to be excellent. Whether it is running title on oil and gas properties to determine current ownership, helping to bring the Internet’s first gaming website online or creating a vision for others to follow, he pours his heart and soul into each endeavor.
Chad has had a long career in the technology sector which he ended when he realized that the industry no longer pursued excellence, instead opting to settle for the shoddiness of offshoring. That is the point at which he turned his attention to the oil and gas industry, the industry that his family has been involved in for the past 90 years.
For the past decade, Chad and other members of his family have managed the family mineral interests, negotiating with some of the top companies in the industry to get new wells drilled.
In recent years, though, Chad has seen how the men of this world are struggling to find meaning in their lives and express their masculinity without fear. This led him to ask: who is providing a role model for these men? Seeing none, he has decided to step into the role of a mentor to successful men who, despite their achievements, have little true meaning in their lives. For Chad, helping others to be the fullest version of themselves is a privilege and a calling.
Resident Expert - Entrepreneurship, Real Estate
Miranda is a graduate of McGill University in Canada, where she studied Microbiology and Immunology with a minor in Italian Literature and earned an MBA in Entrepreneurial Business Studies. She is fluent in Italian, French and English.
Early in her career, she ran and operated a small successful language consulting business in French Canada offering her services to C-suite executives of various multinational companies, spanning industries and sectors. She also worked briefly in a business development/ sales capacity for a few pharmaceutical companies including Sanofi-Aventis Pharmaceuticals and Merck Frost.
Being a member of ACTRA and the American equivalent SAG-AFTRA, she leveraged her experience in film and knowledge of the media to secure several CTV News interviews with Canadian journalists for clients seeking exposure and publicity to develop their brand and business.
Miranda uses her entrepreneurial spirit and skills to channel investment opportunities in real estate, health care, technology, as well as other industries in the US and internationally to the family office community as Chief Operating Officer. She is a citizen of the European Union and has developed relationships in Europe where some of her family resides.
Miranda also holds a New York State Real Estate License, a security license, and is working diligently toward her series79 license, to broaden her horizons
On her free time, Miranda enjoys playing the piano, theater, and fitness.
Resident Expert - Entrepreneurship, Technology
Lydia is a world traveler and entrepreneur. She began her career in the music industry at 16 as a singer/songwriter creating her own label as a platform.
After living in Southeast Asia, the Middle East, and Europe, she learned a lot about cultures, freedom, and different ways of living. This knowledge allowed her to grow as an artist and entrepreneur.
After completing her MA she started her own performing arts academy in Texas whilst training to be a realtor for multiple sources of income.
In 2020 she developed and created the App “TeeMates Golf” that connects golfers worldwide. This platform is now becoming the start of an all-around sports social media and meetup platform.
Lydia has worked closely with multiple charities for many years and enjoys philanthropic work. She loves spending time with her kids, sports, and being in nature. A true believer in freedom and representing the people Lydia is a community leader in her own right.
Resident Expert - Branding
Raoul Davis is CEO of Ascendant Group Branding (ascendantgroupbranding.com), an award-winning CEO branding firm.
Ascendant Group Branding is ranked #3 world-wide out of 11,400 branding agencies on Ad World Masters top agencies list and #1 ranked minority owned PR firm by Clutch and Manifest.
The agency offers one of the most integrated models in the world including brand strategy, PR, literary representation, design, social media, video, photography, and strategic relationships. In his tenure, both he and Ascendant have been recognized multiple times for their work including by the Philadelphia Titans 100 Executives, receiving invitations to small business forums at the U.S. Senate, U.S. Chamber of Commerce, and The White House, and winning multiple awards for PR, design, and company culture.
Ascendant clients are Fortune 500 executives, INC 5000 CEOs, high performing and high potential entrepreneur brands, and best-selling self-help authors looking to amplify their reach and develop brands that emotionally connect with their audiences. Ascendant has multiple divisions including Ascendant Entertainment, which is led by the #13 ranked Self-Help literary agent in the world, Ascendant Global, the international division with team members spanning five continents, and Reformat Agency; the ad agency side of the business expanding Ascendant’s offering to provide support for corporate brands.
Davis is a Forbes contributor and author of the book Firestarters: How Innovators, Initiators and Instigators Can Inspire You to Ignite Your Own Life.
He speaks regularly for Joseph Business School and has given talks for leading organizations such as UPENN, Young Entrepreneur Council, as well as various universities and Chambers of Commerce across the country.
His life philosophy, “paving the way for others” is inspired by the example of John The Baptist. He currently serves as the Chair for the Board of Directors for Life in Christ Cathedral of Faith.
Resident Expert - Real Estate Syndication
Gary L. Hammond is the managing principal of Cigary Capital LLC, a boutique-style, commercial real estate firm. He is also an active member and meetup co-organizer with The Multifamily Investor Nation in Las Vegas, Nevada. He is considered to be an industry insider as well as a noteworthy co-author of “Don’t Quit – Stories of Persistence, Courage and Faith” by Kyle Wilson & foreword by Mark Victor Hansen.
Previously Gary spent 26 years as an interior automotive seating designer at a highly ranked Fortune 500 automotive supplier. Gary was an intricate part of an engineering and design team that was driven by commitment, innovation, operational-excellence and sustainability which continues to drive his zeal for success today.
In the early to mid-1990’s, Gary was a single family asset investor, after being introduced to real estate by purchasing materials from an infomercial by Carleton Sheets, a prominent real estate investor, who at the time was recognized as the best-selling author of the No Down Payment® home study course.
Throughout the 1980’s, Gary was an auxiliary police officer with the Detroit Police Department, having reached the ranks of both Sergeant and Lieutenant. It was during this time in his life where he developed skill sets such as active listening, persuasiveness, attention to detail, critical thinking and assertiveness. It is these attributes that have pushed Gary threw every challenge, knowing that everything he wanted was always on the other side of fear.
Having such a diverse background, Gary is a no-nonsense insightful investor who has made his own way without making excuses. Gary has built his own financial rewards in a sea of financial uncertainties.
Gary is currently living with his wife Lisa, together they have 7 children and 13 grandchildren whom they love spending time with.
His mission in life is to fuel the success of others, and to enjoy the value of giving back through business mentoring and philanthropic endeavors.
Resident Expert - Real Estate Finance
Dan Heon has been a licensed mortgage broker since 2002, a real estate investor since the mid-1990s, and is well known in the Canadian real estate investment community.
He became a mortgage broker when conventional lenders challenged efforts to grow his portfolio. Finding options and solutions is paramount in all his endeavors.
Over the last three decades, Dan has personally acquired over 83 properties and has executed all real estate investment tactics such as buy and hold, fix and flip, buy – renovate – rent – refinance – repeat (BRRR), land developments, multi-family affordable home projects and many others.
Dan and the Canadian Mortgage Team have financed over 6540 real estate investment transactions for investors nationwide. They have been recognized as part of Canada’s Top 50 Mortgage Brokers. Dan is a published author and public speaker who has helped mentor thousands.
Resident Expert - Oil & Gas
Marsha Hendler is an enthusiastic entrepreneur across multiple industries who has broken multiple glass ceilings during her 40 years plus career.
Marsha entered the hospitality industry at a time when women were not welcomed and discouraged from applying for employment. She forged ahead breaking that glass ceiling. Her career path took her from Vice-President of Marketing for multiple hotel companies, to Founder and President of Marketing+, a 28-year-old consulting firm, where her client list included leaders in the hospitality industry, medical, legal, education, sports, and energy industries. Marsha was instrumental in securing a Canadian Football League franchise for San Antonio before the league abandoned its expansion plans.
It was this last venture that took her to the South Texas oilfields and the formation of TerraFina Energy LLC, breaking another glass ceiling, where she now serves as Founder and CEO. TerraFina Energy is a Texas licensed and registered oil and gas producer, again making her among the very few female oil operators. Since its formation, Marsha has focused on becoming the largest and most profitable Woman-Owned Independent operator in Texas.
As a graduate of the University of Houston, College of Global Hospitality Leadership, Ms. Hendler was selected as a member of Eric’s Club, a distinguished alumni organization.
In 2022, Marsha was selected to the Inaugural Forbes 50 Over 50 and accepted Forbes’s invitation to travel to Abu Dhabi, UAE for the “Greatest Global Gathering of Women” to celebrate International Women’s Day. Other recent honors include Acquisitions International naming Marsha “Most Influential Oil and Gas Businesswoman for 2021, and in 2002 named her Female Oil and Gas CEO of the Year. ALLY honored her with a GRIT award for 2021, and The San Antonio Business Journal recently honored Marsha with their 2022 Women’s Leadership Award.
Marsha is a first-generation American and credits her family’s tenacity and business acumen of her career successes.
Resident Expert - Project Development, Renewable Energy, Real Estate
Yvonne Hu is the Founder and President of Anchor Commercial Development and Anchor International Investment Group since 2007, which focuses on project development related to renewable energy and affordable housing etc..
Yvonne specializes in commercial real estate development, and her expertise extends to international project development, financial structure, and cross-cultural marketing and branding.
Driven by the mission of environmental sustainability, her projects include carbon-free, sustainable housing and energy infrastructure.
Yvonne went on to launch multiple real estate companies as co-founder/CEO of the corporation in the great Philadelphia area since 2001, dealing in commercial and residential sales, as well as property and asset management. Later she transferred the multiple real estate offices into Century-21 management system in 2006.
Yvonne Hu studied in the major of Electrical Engineering at Drexel University. She serves as board member on the visitors board of CSLA in NJIT (New Jersey Institution Technology). As a woman minority entrepreneur, she was always inspired by the song “When You Believe” by Mariah Carey and Whitney Houston: “There can be miracles, when you believe. Though hope is frail, it’s hard to kill”.
Resident Expert - Sustainable Agriculture, Project Development
Derik Kaiser is an avid entrepreneur who has enjoyed industry diversification enabling him to observe and utilize many business skills within any industry he has participated in. Derik is well known for assembling top notch business teams to ensure the success of his businesses.
As a former partner of CSC & Development and owner of Nu Genesis Construction, Derik held duties of financial management, HR, customer communication, planning, market analysis, etc. and was involved in residential development, commercial buildings, industrial warehouse tip ups and even the oversight and construction management of a nuclear power plant.
Previously, Derik was a founding partner of Blackhawk Synergies working in oil and gas, with emphasis servicing oilfields with wastewater processing technology.
As an advisor to Bravura Solution, Inc. Derik also helped develop a non-profit organization working with victims of domestic violence to become financially self-reliant without the need for government welfare; planning and organizing, IRS approvals, partnerships and the likes.
Last but not least, Derik has been involved in several political campaigns including Campaign Development / Management / Fundraising / Speech Writing / Organizing / Data Analysis & Strategy in Local / State & National Campaigns.
Married to his wife Lindee for over 42 years, they have four children, 14 grandchildren and two great grandchildren.
Resident Expert - Entrepreneurship, Business Development
Robert Koncelik is a forward-thinking entrepreneur, problem-solver, business developer, and super-connector who is always open to discussing opportunities. Connecting is his natural talent, so because of this, he has an uncanny ability to envision how seemingly unrelated items can play well together to benefit organizations and communities. He typically creates something from nothing by establishing productive relationships and connecting people.
Bob began his working career at the age of 7, delivering newspapers in Bergen County, NJ, by creating a barter arrangement with an older girl from the neighborhood, whereas he would receive 2 packs of gum in exchange for delivering the 11 newspapers each afternoon to his neighbors around the dead-end court. Eventually, he took over of the route and expanded it to include morning editions.
At the age of 13, his father woke him up one day at 5am and said “We are going to work.” This lead to his seeking a BS in Transportation & Distribution Management (now called Supply Chain Management), from Syracuse University and over 20 years of experience within the various aspects of the moving, contract furniture and materials handling industries. In 1999, Bob had a vision to create a global specialist in commercial moving & related services, thus the Office Moving Alliance was born (and is still enjoying a growing existence today). In 2007, Bob took over his family’s company only to learn of his poor match to the true expectations and nuances of the business. Bob closed the family company in 2012 to pursue other interests, as he saw many, insurmountable changes within the company’s market niche.
During his tenure in the moving business, Bob accumulated a good many relationships within many facets of the commercial real estate industry (aka CRE), which allowed him a pivot-point to Fast Office (a flexible, physical tenant-focused solution/offering for commercial landlords which lasted from 2012-2015). There were too few takers, so the company pivoted to a digital, decision-facilitating solution for commercial landlords (2015-2017). This technology allowed owners to portray their available space in an editable, 3D format, which could then be manipulated live, on request and always tracked a proper budget.
The above pivot period allowed for Bob to create many relationships within the CRE industry and CRE/Construction Technology, so more work was done on a consulting basis recruiting on behalf of a new capital markets organization for real estate operating companies, finding owners who wanted to offer more flexible working arrangements and better ways to create and maintain “as-built” data.
Bob is an avid practitioner of Aikido, currently working towards his ShoDan exam and a live music aficionado.
Astrid F. Kowlessar
Resident Expert - Project Development, Infrastructure
Astrid F. Kowlessar has 20+ years of strategic planning, governance, capitalization and project management expertise. Astrid acts as Board Member to Vezta Triumph Ltd., family based out of South Florida and Trinidad W.I. She currently project manages in Jacksonville Florida with fintech giant PAX Technology Inc.
At Citigroup Corporate and Investment Bank (Trinidad & Tobago), Astrid assisted Citi’s local and New York based deal team as part of the Risk Analytics unit. She worked briefly as part of a select Banco Citibank Brazil team, focusing on a portfolio of 33 conglomerate client relationships within the energy, infrastructure and retail sectors in the Caribbean and Central America.
Upon leaving Citigroup, Astrid supported the deal closure team as Account Executive for Barbadian securities firm Sagicor Merchant Ltd., a subsidiary of Sagicor Life Inc. She has also worked extensively in the IT software field, consulting with KAAVA Consulting and Synergy Healthcare Solutions.
Astrid has been extensively involved in startup business structure and capitalization. From 2011, Astrid served as Partner of Sente Capital LLC based out of San Mateo, California. The Sente Capital Early Stage Venture Capital (ESV) Fund, a boutique fund of US$100 million, comprised early stage ventures and technology intellectual property in the IT and Clean Tech industries. She is also Board Advisor to insurtech startup Inzsure Pte. Ltd. based in Singapore.
She is an advocate of human rights via Globcal International, an NGO supportive to UN Goodwill Ambassadors and was an invited speaker to the UN International Woman’s Day 2022 virtual conference. She believes that sustainable technologies and traditional operations are not mutually exclusive, but should be combined for best practice and outcome. She is an avid proponent of public-private-partnership infrastructure initiatives.
Resident Expert - Real Estate Development & Investments
Gideon Linares, 51, is an entrepreneur with over 30 years’ experience in the Finance, Business, Real Estate Development, Fashion and Music Entertainment industries.
To put it straight, Gideon has never enjoyed working for someone else but loves working with like-minded people. He delights in being able to come up with unique ideas that challenge his desire to succeed.
At the young age of 22, Gideon took his first company, Vita Health, and turned it into a business that averaged a yearly net worth of over $5,000,000. Shortly thereafter, he began Linares Enterprises, LLC, a consulting and mentoring company where Gideon helped his clients fund their projects through creative and intuitive networking introductions and negotiations.
Gideon’s eye for lucrative real estate deals and projects launched another successful company of his, New Visions Development, LLC. Commercial real estate with some mixed residential are Gideon’s forte but he is looking forward to announcing a new addition to his portfolio of success called Seismic Foundations. This company’s product will change the face of how we can effectively protect our homes and commercial buildings from earthquake devastation.
Currently Gideon’s focus has been on the opening of his new nightclub, DV8, located in San Antonio, TX. In unison, he also has a record label called Insomnia Records, LLC that he manages as well. Some of Gideon’s future endeavors includes opening a textile factory in San Antonio, TX. That combined with his exciting venture into the fashion industry for his clothing line, School of Hard Knocks, is sure to be a quick success. Gideon still manages all of these companies and is currently based out of San Antonio, TX.
Resident Expert - Public Relations, Government
Denise Meridith is a highly accomplished senior executive, entrepreneur and thought leader with more than 40 years of success in government, technology, sports and entertainment. Leveraging extensive experience in public relations and management, she is an asset for any organization or project. Her broad areas of expertise include government relations, crisis management, public and media relations, image management, technical writing, marketing, strategic planning, community outreach and public speaking.
During 29 years of the Federal government, Meridith served in multiple states and, while in Washington, DC, she oversaw 200 offices, 10,000 employees and a $1.1 billion budget of the Bureau of Land Management. For the past 21 years, she has been CEO of Denise Meridith Consultants Inc (DMCI), a public and community relations firm. Meridith is now also CEO of The World’s Best Connectors LLC, a virtual community for C-suite executives, which is entering its fourth year of helping executives enhance their connections to family, employees, clients, government & the media. Denise Meridith is well-known and has won many awards for business development in Arizona.
As a native New Yorker, sports have always been a love of Meridith’s. During the past 25 years in Arizona, she ran Linking Sports & Communities (a youth sports non-profit for 14 years); helped create Tempe Town Lake and was a Governor-appointed member of the original Arizona Sports & Tourism Board. She helped win approval for the State Farm Stadium for the NFL Arizona Cardinals.
Resident Expert - Banking, FinTech
Tomas Milar is a seasoned entrepreneur, having personally founded several startups and helped founders to incorporate thousands of companies over the years. One of his prime acquisitions is IncParadise, one of the largest RA (Registered Agents) in Nevada. Tomas has also built and sold two telecom companies operating in the APAC region.
Tomas’ extensive knowledge of the nature of startups and the corporate structure and equity management has led him to found Eqvista to help others manage their company equity efficiently. He also managed to bootstrap Eqvista from $0 to $22.1B AUA (Assets under Administration) in just 24 months. Tomas is also a founder of Cheqly – Noebank operating in the US and Hong Kong. His group of companies serves 20,000+ corporate clients.
Tomas current companies among many are:
Cheqly; a Neobank for startups; that can onboard any US-based company within 24 hours, all online. It also helps with any company documents missing since it has been in the incorporation business since 2002. For the record, the Cheqly team has extensive knowledge of all 50 states’ incorporation (C corp, S corp, LLC) formalities. The company also assists with 409a Valuation and CapTable as it has internally developed its own CapTable. Cheqly’s next goal is to make money easily accessible to all needy entrepreneurs.
Eqvista (as of 2022) is one of the FASTEST growing stock management platforms on the market today:
– Platform is adding 400 New Companies every month
– $25.6 BILLION in AUA (Assets under Administration)
– Trusted by over 9,000 companies
Resident Expert - FinTech, Blockchain, WEB3
Fred Parkes is the co-founder and managing partner of 7Even Hills Venture which specializes in Fintech, blockchain, Web3 and DAO protocols. He previously co-founded West 4th Capital Partners, a capital introduction firm focusing on founders with investors.
Previously, Fred was Special Assistant to the Senior Vice President Finance/CFO/CIO at Simmons University with responsibilities including strategic management of real estate assets including Brownfield tax credits, leases and partnerships. He managed the College’s capital markets activities including debt structuring and investment of operating cash balances and oversaw the management of the institution’s multi-asset endowment portfolio including hedge funds, venture capital, international and domestic equities and fixed income.
Fred played a key role in repositioning Steven’s Institute of Technology as a premier research institution and technology powerhouse through solving financial challenges and building critical banking and business alliances as well as restructuring its outstanding bond portfolio providing significant debt service savings.
Previously, Mr. Parkes was co-head of Municipal Investment banking at Toussaint Capital Partners. Prior to Toussaint, he was investment banker at Siebert, Williams Shank & Co. Mr. Parkes started several real estate ventures and was an independent consultant. He began his career with NYC Public Finance Group where he marketed, structured and executed approximately $60+ billion of its debt capital program including the New York City Water Authority, New York City Transitional Finance Authority, New York City Tobacco Settlement Asset Securitization Corporation, NYCIDA, and NYCEDC.
Fred earned his BS in both Finance and Accounting from NYU Stern Undergraduate School of Business and an MBA with concentrations in Quantitative Finance | Banking | and Financial Instruments & Capital Markets from NYU Stern’s Graduate School of Business. He studied in Morocco: Africa, Santiago: Chile, Sao Paulo: Brazil and Madrid: Spain. He is also an inventor and holder of three patents granted by the United States Patent and Trade Office regarding “method and system for rendering content on the exterior of a vehicle.
Resident Expert - Private Equity, Portfolio Management
Alex Polkovsky, Principal at Canam Private Equity Inc. is an accomplished senior executive, corporate VC & investor, portfolio manager and mid-market operator with over 22 years of full business cycle experience across a variety of North American asset-based industries. With a core focus on Real Estate Development/Acquisitions and Management, EPCM, Renewable Energy & Utilities, Technology Start-ups and Manufacturing Expansions, Alex has been widely exposed to all facets of successful investment management, from start-ups to scale and eventual exits.
Since joining Canam Private Equity in 2019 as a principal, recent focus has been on globally expanding the corporate footprint of the firm beyond North America and building mutually beneficial international relationships in a diverse set of industries, with like-minded and aligned partners. Alex spends most of his current business hours engaged on cutting-edge, innovative and scalable deals, investment structuring, portfolio optimization strategies and ensuring the continuity of a balanced level of growth and investment yields in anticipation of ever-changing market forces.
Professionally, Alex is an alumnus of the REDI Foundation, University of Alberta, Canadian Securities Institute, Corporate Finance Institute, Canadian Construction Association, Alberta Enterprise Group and Canada Green Building Council, as well as an alumnus of over 20 non-profit and for-profit organizations in various capacities, ranging from Board-level involvement to volunteering and mentoring.
On a personal level, Alex is blessed to live in Canada with an amazing family, wide global circle of dear friends, colleagues and business partners, and an ecosystem that fosters and encourages growth, innovation, continued adaption and on-going use of critical thinking faculties. When not spending time with family, friends or on business endeavors – a lot of extreme sport activity is commonplace. Be it snowboarding the Rockies, motocross riding the Badlands, kayaking anything that flows or riding anything with a wheel across the beautiful landscape of the continental US. Otherwise, a good poker game is always welcomed.
Resident Expert - Oil & Gas
Will Reese is a petroleum engineer with 13 years industry experience after graduating from Texas Tech University. Assignments include onshore and offshore operations production engineer and design production engineer on the re-design of a $4 billion greenfield project. Currently he is a production engineer supporting the 120,000 bbl/day Appomattox platform. Responsibilities include maximizing production while minimize risk to well and surface facility risk, selection of artificial lift installation, coordination of well startups, workovers & well enhancement.
Will has a passion for investing starting out with stocks & index funds later leading to private equity and fintech. Experience in private equity include 6 multifamily apartment complex renovations and oil and gas startup company in an undrilled and unexplored area in Wyoming. Oil and gas has always been a passion for Will both on the job and investor with it being the live blood of modern economies and a constant challenge to meet global demand. In addition to personal investing, Will is passionate about preserving a free capitalist market that is a foundation for freedom and has lifted millions of people out of poverty.
Outside of work, Will is a former college football player, still passionate about sports, weightlifting and personal fitness. During his spare time, he loves relaxing yet exciting outdoor activities such as deep-sea fishing, ziplining and skiing.
Resident Expert - Work Tech Software (SAAS)
Josh Roenitz is a seasoned entrepreneur with over 20 years of experience building companies and developing software for human resources, healthcare, and K-12 schools.
Currently, Josh is the founder and CEO of Dailyhuman, a SaaS learning platform that is taking teams *inward* to solve the $1 trillion employee turnover and disengagement crisis.
Previously, Josh was a co-founder at venture-backed MOVABLE, the creators of wearable devices and wellness software marketed to school systems and corporate wellness programs in the US, UK, and Australia. MOVABLE was successfully acquired by DHS Group to complement the company’s health and wellness offerings.
Josh co-founded a national SaaS consultancy that served some of the nation’s largest school systems, from Palm Beach County Schools to Los Angeles Unified School District.
Josh’s philanthropic work includes spearheading the creation of a musical village for street children in Ghana, West Africa, where he oversaw fundraising, procurement, and operations.
Resident Expert – Tax Strategy And Risk Mitigation Specialist
Dallas Richardson is the President and Co Founder of Sky Tower Counsel, a group of 28(11 nationally recognized attorneys and strategists) highly skilled tax and risk mitigation teams specializing in the reduction of capital gains, estate, and income tax. Sky Tower Counsel’s clientele are predominantly blue collar industry business owners, real estate developers, and several family offices. The firm has successfully redirected $800 million away from taxation and into charities, and eliminated over $1 billion of capital gains tax. He is known as the Hammer of the Pacific Northwest, The Protector of the Blue Collar American, and his client’s trusted advisor due to his unbiased, direct, no nonsense comprehensive approach in all things.
Dallas was born and raised in North Idaho, coming from an extensive background in construction in the Pacific Northwest. After the 2008 recession destroyed the pacific northwest, Dallas worked in the oilfield and gas industry across 12 states on over 50 drill rigs, culminating in the construction of the largest mobile land drill rig active in the Alaskan Arctic Circle.
Dallas received much of his training in several family offices, and under the tutelage of some of America’s greatest financial professionals coming to specialize in risk mitigation and tax strategy. He founded Sky Tower Counsel in his home community of Coeur d’ Alene, Idaho and began his mission “to empower and protect the blue collar American business owner from recessions, politics, and regulation through advance planning and strategy.”
Knowing full well how devastating an economic recession can be, Dallas teaches many local 501c3s and other, community focused groups such as Heart of Business, Project Unite, Habitat for Humanity tax mitigation through charitable strategies all in an effort to protect against coming economic and political disasters.
In his private life Dallas has four sons and is obsessed with pizza, sushi, hot rods, being in the woods, lifting heavy things, an avid reader, and works hard perfecting his pasta recipe.
Resident Expert - Real Estate, Influencer
W. Roger Salam is an award-winning inspirational speaker, best-selling author and global Mastermind leader.
He facilitates world-class mastermind events all across the globe that accelerate, amplify & maximize business & life.
The National Academy of Best-Selling Authors awarded him “Thought Leader of the Year” award. He’s also the founder of Equity & Help Utah, LLC which is a turnkey Real Estate investing, Inc 500 fastest growing company with clients in 13 countries.
Roger’s mission is to help 100,000 low-income families achieve homeownership through the exclusive PhilanthroInvestor program while giving investors passive residual income at 8 to 12% ROI in a safe & secure way backed by real assets.
He has delivered over 10,000 professional talks in North & Central America, Middle East, Europe & Asia. He’s originally from Bangladesh and has 3 lovely daughters. His mission is to empower entrepreneurs to Achieve Financial Freedom And Lead A Purpose-Driven, Fulfilling & Happy Life!”
Resident Expert - Private Equity, Finance
With over 25 years of business ownership, consultation and senior management experience in finance and a variety of sectors. Aaron has financed, invested in and been on the board of investment acquisition businesses starting in Calgary, Alberta, Canada.
He then expanded those experiences to include growing business finance structuring, investment banking and private equity firms for many private clients. Among those include those who served in the White House, U.S. Senators and governors and top level global executives.
From this experience Canam Private Equity began in 2012. Since then, Aaron’s major focus has been on the expansion of Canam Private Equity (along with other interests) and he has helped grow the firm into the far reaching international firm it is today.
Resident Expert - Oil & Gas, Finance, Sustainable Agriculture
Jeff Sokol is an entrepreneur and author with an extensive background in oil and gas, finance/investments, and sustainable agriculture. He grew up in New Orleans and Lafayette, Louisiana, and majored in Marketing at the University of Louisiana in Lafayette. He worked for a corresponding equities division of Paine Webber in the World Trade Center by age 20, and at 23 earned his CSA designation for Certified Senior Advisor, at the top of his class. Jeff also holds online certifications in oil and gas, corporate finance, and mergers and acquisitions.
Sokol is a third generation operations expert in the oil and gas down hole services industry, providing the tools and the expertise to remediate problem wells, and get them back into production. He is also a skilled marketer, using his abilities to promote positive solutions to global issues. Jeff is the founder of Divine Mercy Ministries and “EarthCraft,” which focus on permaculture solutions to localized sustainability issues for single families or entire communities. Through his experience and agricultural knowledge, he has also designed a way to reverse desertification in the West and bring increased long term yield and profitability to the agricultural community through the employment of modern advances is machinery as well as old world common sense.
Jeff’s first book was on Water to Fuel technology and the science of electrolysis called “You Can Turn Water into Fire,” back in 2010. The book sold $40,000 in its first week in digital copies to a very niche audience. In 2012, he authored “Get in the Game,” which discussed entrepreneurship at the home based level, and the importance of creating your own income from home, as well as the mindset needed for entrepreneurship. Finally in 2018, Jeff wrote “Smart Wealth Secrets: They Don’t Want You to Know,” which exposes (again) the truth behind how our banking systems work, and how to hedge against losses in personal retirement accounts. Now with crypto, the world of financed has opened up quite amazingly and provides further content for introducing to a broader market through his books on high-yield retirement funds, able to provide income with less than 25% of the portfolio capital it once required in retirement. He has also written articles for the website, Catholic365.com
Among his passions for God, excellence, freedom, and masculinity, the highest on Jeff’s earthly list is his family. He is the father of four young children, and husband to his wife, Victoria, since 2009. He loves living rurally in the Mountain West, but also loves the Caribbean and has made both a home for his family in the past, and looks forward to doing so again in the future.
Resident Expert - Entrepreneurship, Investments
Michael Volts is a dedicated family man, entrepreneur, and investor with a diverse portfolio of interests in commercial real estate, natural medicine, advertising, Bitcoin mining, and capital raising. He is recognized as the founder of Signpatico Outdoor, now Vendo Media, one of Canada’s largest digital out-of-home advertising networks.
Michael’s entrepreneurial drive and passion for cutting-edge technology have led him to establish SOVRN21, a startup focused on blockchain and artificial intelligence operations in the vertically integrated data center space.
Michael’s success as an entrepreneur and investor is matched only by his dedication to family and community. He is a loving husband to his amazing wife and proud father to three world shaping children. In his free time, Michael enjoys immersing himself in nature, fishing, and spending quality time with his family.
A firm believer in the importance of individual sovereignty, Michael’s life goal is to awaken the general populace to the idea that they must become sovereign individuals. He firmly believes that critical thinking and self-sufficiency are essential for people to claim their birthright as their sovereign selves.
This belief led him to join the Financial Policy Council, where he is a valued member committed to promoting critical thinking and empowering people to become more self-reliant. With his remarkable entrepreneurial track record, Michael has cultivated a keen eye for identifying and nurturing promising startups. He enjoys connecting entrepreneurs with amazing ideas to support from capital partners, a role he finds both fulfilling and rewarding.
Overall, Michael’s diverse experiences, unwavering commitment to family and community, and passion for individual sovereignty make him a valuable member of the Financial Policy Council, as well as a respected leader in the business and investment community.
Resident Expert - Health Care
Doctor Jan Weber has had a long illustrious career in the field of health care spanning over decades.
He started his career by being appointed as Assistant Professor of Medicine at the University of Pennsylvania and became later on Director of Non-invasive Cardiology at the Graduate Hospital of the University of Pennsylvania, Philadelphia. Thereafter, he served as Director of the Cardiac Ultrasound Laboratory at the Philadelphia Heart Institute at Presbyterian Medical Center, Philadelphia.
Doctor Weber continued his career as full time Chief of Cardiology at Our Lady of Lourdes Medical Center, Camden NJ (LOURDES), where he established and directed the New Jersey Heart Institute at Lourdes and assumed responsibility for growth, quality improvement, technology innovations, efficiency, and marketing of the cardiovascular program. During that time, he served as Chairman of Lourdes’ Institutional Review Board and also served as principal investigator for numerous clinical trials.
Dr. Weber then became active in the politics of healthcare in New Jersey, serving as an advisor to five sequential commissioners of Health and participating in an array of state committees and task forces, including the prestigious Cardiovascular Health Advisory Panel (CHAP) and the CHAP quality committee. He collaborated with legislators to ensure that comprehensive informed consent would be obtained for those participating in state endorsed clinical research.
As President of the Committee for Safe Angioplasty in New Jersey, Dr Weber was certified to provide expert testimony to the appellate division of the Superior Court after the Commissioner of Health rejected objections pertaining to the process by which the DOH approved the experimental performance of elective of elective coronary angioplasty at hospitals that did not have on site open heart surgery backup. He was thereafter certified as an expert in an appeal to the Supreme Court of New Jersey, which unanimously reversed the decision of the lower court. Most recently, his activities have been focused on development of the Heart Failure Center at Lourdes, which provides comprehensive care for those with severe cardiac dysfunction.
Dr. Weber attended the University of Wisconsin in Madison, where he received his Bachelor of Arts and medical degrees. He continued his education at Hahnemann University Hospital in Philadelphia, where he completed an internship and residency in Internal Medicine and a Cardiology Fellowship at the William Likoff Cardiovascular Institute.
He is a Fellow of the American College of Cardiology, the American College of Physicians, and the American Heart Association and is currently retired from clinical practice but remains actively involved in organizations dedicated to the provision of high-quality care.