Wealth Management Speakers

Are you seeking experienced speakers for your upcoming event?

David Brouillette

Partner | Financial Advisor

Areas of Expertise: Risk Management, Life Insurance, Estate Planning

Dave Brouillette is a valued partner for high-net-worth individuals looking to navigate the complexities of wealth management. With over 30 years of experience and a key role as Partner at DSB Rock Island Wealth Management, Dave crafts personalized strategies that go beyond the numbers.

Dave doesn’t do cookie-cutter. He tailors custom solutions for estate planning, insurance, and financial risk management, helping clients not just manage their wealth but preserve their legacy and enjoy their future. Lately, he’s been at the forefront, educating audiences on how to prepare for the 2026 sunset of the estate and gift tax exemption—breaking down the complex into clear, actionable steps.

With a focus on what truly matters to his clients, Dave blends deep technical knowledge with practical insights, empowering audiences to take control of their financial future with confidence.

Recent Speaking Engagement

Estate Sunset Seminar
Dave recently spoke about the impending Federal Estate Tax Exemption Sunset in front of an audience of wealthy individuals and families.

Mitch Stolba

Partner | Financial Advisor

Areas of Expertise: Financial Planning, Family-Owned Business Planning, Estate Planning

Mitch Stolba is a dedicated guide for clients striving to achieve both financial success and personal fulfilment. With over 30 years of experience, Mitch knows that no two clients are the same, and neither are their dreams. He works closely with each individual to craft a personal financial plan that aligns seamlessly with their unique values, aspirations, and goals.

Mitch doesn’t believe in one-size-fits-all solutions. Instead, he helps clients forge their own paths, providing tailored strategies that reflect who they are and where they want to go. His extensive background working with family-owned, multi-generational businesses gives him a deep understanding of the complexities involved in creating, preserving, and transferring wealth across generations.

By blending personal connection with strategic expertise, Mitch empowers his clients to design comprehensive estate plans with a goal to not only preserves their wealth but also safeguard their legacies for the future.

Recent Speaking Engagements

Vistage Executive Summit – Minneapolis
Mitch spoke about succession planning in front of the members of Vistage alongside other firm partners.

Gen M Symposium
Mitch spoke in front of multi-generational McDonald’s franchise operators about running their franchise businesses.

From Owner-Centric to Owner-Independent

Mark Hegstrom

Partner | Financial Advisor

Areas of Expertise: Business Exit Planning, Retirement Planning, Employee Benefit Plans

Mark Hegstrom is a Certified Exit Planning Advisor and financial professional with a deeply personal understanding of the importance of proactive financial planning. Witnessing his father’s forced retirement due to unforeseen health challenges at the turn of the century ignited Mark’s passion for helping business owners navigate their own exit strategies. He founded Business Owner Succession Strategies (BOSS) to provide customized exit and succession planning, ensuring business owners are prepared for any eventuality.

With over 20 years of experience, Mark empowers clients to develop comprehensive plans encompassing their financial, personal, and business needs. He guides them through critical decisions, including exit timing, identifying successors or buyers, and calculating the necessary net proceeds to secure their retirement. Mark’s approach emphasizes contingency planning and maximizing business attractiveness, recognizing that “exit planning is simply good business planning.”

Beyond exit strategies, Mark is a seasoned 401(k) advisor. His dedication stems from a desire to improve retirement outcomes for individuals. He believes a successful 401(k) plan is measured by its ability to enable employees to retire on time with sufficient funds.

Mark has hosted monthly webinars over the last few years and taken part in many Exit Planning speaking engagements. He loves to speak and engage with audiences about topics he is passionate about.

Recent Speaking/Webinar Topics

From Owner-Centric to Owner-Independent
Finding Your Freedom Point
Getting Your House in Order (Estate Planning)
Exit and Succession Planning
Business Planning Aiming to Maximize Value
Retirement Planning