Case Studies

Justin Donald: The Lifestyle Investor

Justin Donald is a leading financial strategist who helps you find your way through the complexities of financial planning. A pioneer in structuring deals and disciplined investment systems, he now consults and advises entrepreneurs and executives on lifestyle investing.

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Dr. Jeffrey Gladden: Gladden Longevity

Dr. Gladden is currently the Director of Heart Attack and Stroke Prevention and Cardiac Rehabilitation at The Heart Hospital Baylor Plano, which he co-founded in 2004. He is CEO Board Chair, Principle and CMO for Product Development at Scientia Cardio Access and a board member at Scientia Vascular. He is currently licensed in three states, his work is published in multiple medical journals, and he is a consultant for multiple cardiovascular projects, programs and medical device development.

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RunGLUBZ

RunGLUBZ LLC seeks to provide the highest quality cold weather gloves to runners and outdoor enthusiasts. GLUBZ are designed for running, hiking, skiing, pre-game warmups, and spectating in cold weather. Built with a waterproof and breathable outer layer and lined with insulative Polartec fleece, GLUBZ will help athletes and outdoor enthusiasts stay out in the elements longer as they accomplish their workouts or prepare for the big game.

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Tyson Ray IP: FORM Wealth Advisors

Tyson has been named a 2018-2023 Forbes Best-in-State Wealth Advisor, 2021-2023 Barron’s Top 1200, and a 2005-2023 Chairman’s Council Advisor. He is also a member of the Financial Planning Association of Wisconsin. He has been recognized for his many philanthropic endeavors in the community, including the Invest in Others Global Community Impact Award and REP. Magazine’s Advisor with a Heart Award for Sustainable Charity for his ongoing work with the Ray’s non-profit, Children’s World Impact.

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Boomer Consulting, Inc.

Boomer Consulting, Inc. provides collaborative peer communities, consulting services and training programs for high performing professionals in the accounting profession. Our unique and powerful solutions target five areas critical to a CPA firm's success: Leadership, Talent, Technology, Process and Growth. Learn how connecting with peers and thought leaders in the accounting profession can help you grow into a more confident, successful version of yourself.

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WealthAbility

Tom Wheelwright, CPA is the visionary and best selling author behind multiple companies that specialize in wealth and tax strategy. Tom is also a leading expert and published author on partnerships and corporation tax strategies, a well-known platform speaker and a wealth education innovator.

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