Ken Rumbaugh Summit
Mark Sims
Mark Sims serves as President of Madison Insurance Group, bringing over 30 years of expertise in enterprise risk management and insurance consulting. In this role, Mark specializes in helping businesses mitigate catastrophic risks and structure employee benefit programs by transforming insurance premiums into financial assets through Private Insurance Linked Securities.
Since joining Madison Insurance Group in 2000, Mark has collaborated closely with CPAs, investment advisors, tax attorneys, estate planning firms, family offices, and other trusted professionals. He is known for designing highly customized risk management strategies tailored to the needs of high-net-worth individuals and business owners across a wide range of industries.
David Rosenow
David has accumulated more than 35 years of experience in the securities and advisory industry. In 1985, he started his career as an Independent Registered Representative and Life Insurance Agent for Wisconsin Financial Group. Shortly thereafter, David started Rosenow Tax Service, which focused on tax planning and preparation. From 1999 to 2016, David was employed by Harbour Investments, Inc. and acted as VP of Business and Product Development, AML Compliance Officer, and Director of Compliance. Since 2016, David has owned and operated Horizon Consult, a business consulting firm. In 2021, David became a partner of RIA Services, LLC and acts as Business Manager and Chief Compliance Officer.
In David’s free time, he enjoys traveling, golfing, landscaping, and spending time with family and friends.
Lisa Niekamp-Urwin
Lisa Niekamp-Urwin is President and CEO for Tomorrow's Technology Today LLC, a full-service IT support company specializing in providing comprehensive IT services and solutions to agricultural services companies, health care providers, and manufacturing companies In St. Henry Ohio and surrounding areas. The company manages technology security network services, designs and deploys solutions to computer problems, provides world-class security for networks and data, provides tips on safe computer practices, and reduces business risks by preventing security breaches. Lisa started the business in her dining room 20 years ago and has grown the company to where it is today.
She has a Masters degree in Project Management from George Washington University and is affiliated with Women in Project Management, Board of Directors for Toledo Infragard Alliance, and Project Management Institute. She enjoys contributing to and volunteering with the Mad Run and Racing for Relief. In her spare time, Lisa enjoys show horses and traveling.
Fletcher Brown
Fletcher Brown, founder of KCG, leads the firm with a vison for helping business owner achieve seamless and successful business transitions. His leadership focuses on maximizing long-term value, guiding clients through customized strategies to meet their personal and financial goals. Fletcher's commitment to excellence ensures each client is fully prepared for the next phase of their journey beyond business ownership.
He is an expert in business exit planning, mergers and acquisitions. Using his 25+ years of knowledge, he writes and speaks frequently on the topic to groups of business owners and advisers to business owners.
Ed Cotney
Ed is the founder and principal at Olympus Tax, Business and Insurance Solutions, Inc., Tax Smart IRA, co-software developer at FIN CW, Professional Speaker, and author of Tax Secrets Made Simple. He hails from Alabama (Roll Tide), earned degrees in Physiology and Aviation Management and served active duty in the US Air Force for twenty years before retiring in 1998 in Northern California.
His introduction to Family Wealth Counseling, Ed explains, came as a close friend was struggling with the preparation and future sale of his very successful multi-million-dollar business. He was anticipating a tax liability of nearly half of the proceeds. Ed designed a tax smart exit plan to minimize his tax, increase his wealth, and begin a family legacy.
Ed graduated from the prestigious Professional Mentoring Program in Franklin, Indiana, where he became a Family Wealth Counselor in 2000. Working as a strategy and tax designer over the past since then, he applied this practical knowledge to helping families implement simple to advanced strategies to significantly reduce taxes, increase income and make a difference in the world.
Lauded for making the complex simple to understand, Ed is well known for providing continuing education courses to professional advisors from basic to sophisticated estate planning techniques, business formations, mergers, private placement, research and development tax credits, domestic asset protection trusts, domestic international sales corporations, business succession planning and multi-generational business planning.
Ed has provided input to several senate and congressional committees on legislation to benefit philanthropic tax law for non-profit operations. Ed is a popular motivational speaker and participates in radio programs on the topic of Maximum Wealth Control.
Ed and his wife Laura reside in Northern California. Laura is an elementary school principal and they have two grown children. Ed and Laura enjoy water and snow skiing, camping, flying, parachuting and losing golf balls.
Jeannine Jordan
Jeannine’s first year of retirement was filled with adventure, including photographing ponies at Assateague Island and volunteering (twice) as a lighthouse keeper in a not-at-all-haunted Lake Michigan lighthouse. After being retired for two years, Jeannine had an unfinished first novel, was volunteering as a web designer and communications director for four local organizations, and was only partway through three different editing projects...and she still hadn’t cleaned her basement, a task that she’d said was a top priority when she retired.
Instead of cleaning her basement, she started working with Ken Rumbaugh to develop the Intentionally Thriving in Retirement program. Pulling together information from a variety of sources as well as her own training to create this program, Jeannine believes that Intentionally Thriving in Retirement can be the foundation of a fulfilling next chapter. Following the Intentionally Thriving in Retirement principles, Jeannine has found adventures and commitments that enhance her life, including starting piano lessons, working with a personal trainer to get in shape, and serving on both Lima City Council and the Lima Public Library Board of Trustees.
As a Certified Professional Coach, a former educator and technology coach, and as someone who enjoys deep conversations about important ideas and experiences, Jeannine is excited to talk with Ken's clients about how Intentionally Thriving can change their lives!
