KENT J WESSINGER, PHD
STRATEGIC ENTREPRENEUR, EDUCATOR, AUTHOR, KEYNOTE SPEAKER
Are you forfeiting growth because you’re straining to be relevant to your millennial customer base? Are you hemorrhaging your millennial workforce or struggling with millennial talent acquisition? If so, what information are you using to prepare for a future with millennials? Dr. Kent Wessinger developed a comprehensive research tool that equips leaders with accurate realties and a future of growth with millennials.
Having over 25k participants in the project, the project contrasts the firsthand voice of millennials to the firsthand voice of baby boomers/GenX in order to minimize the conflict and utilize the creative influence of millennials. Kent is currently an adjunct M.B.A. faculty member at Galen University in Belize & CEO of the create2elevate research lab. He has a PhD. from
Prescott College in Sustainability Education with a research emphasis in economic sustainability within structures suffering from migration; a Masters of Arts in Practical Theology from Regent University; and a Bachelors of Science in Business Management from Kennesaw State University.
Bridges over Ladders: Create a future with millennials, OR millennials will create a future for you. c2e press:
The relationship between socioeconomic crisis and creative practice in the Caribbean: A path to sustainable growth. Routledge: London, UK.
GREGORY W. BERG, CPWA®, CRPC®, CPFA®
Merrill Lynch, Vice President, Wealth Management Advisor, Portfolio Manager
Gregory W. Berg is a Vice President, Wealth Management Advisor, and Portfolio Manager for Bank of America/Merrill Lynch in Houston TX. He has been with Merrill Lynch since July, 2005 and was a Financial Advisor at Morgan Stanley from 1998 to 2005.
He works with High-net-worth families, professionals, and business owners who seek wealth preservation strategies with a global perspective to their investment and risk management. He desires to know the goals, dreams, and aspirations of his clients so a course of action can be planned to meet the client’s goals. As a CRPC® designee, Chartered Retirement Planning Counselor®, Mr. Berg has a passion for planning to meet the cash flow needs of today’s retiree. It goes beyond accumulating wealth; it deals with creating an income stream to meet the needs of his clients upon retirement.
Through the team approach, which places an emphasis on leveraging the intellectual capital within our group and Merrill Lynch, means you can expect a thorough and exhaustive analysis before any recommendations are made. And when it comes to execution, the breadth and depth of Merrill Lynch, along with our strategic partners, gives us a competitive edge in delivering the optimum combination of services for your need, goals, dreams and aspirations.
Mr. Berg’s team works with one hundred-fifty families and businesses with over $160 Million in assets and liabilities under management. His team utilizes modern portfolio theory, a core and satellite management approach, do comprehensive retirement and estate planning analysis, and work with corporate defined contribution plans.
Gregory graduated from Oral Roberts University with a BA cum laude and a Master’s Degree with High Honors. He is very active in his church with the men’s ministry and life groups. He also enjoys traveling domestically and internationally on behalf of his church and university. He and his wife, Romelia, enjoy traveling and spending time with their granddaughter.