Keith Baumgarn, CLU, ChFC, CRC, FLMI, QPA, Director
Pacific Region Advanced Markets Penn Mutual, Irvine, CA
Keith has over 30 years of experience in pension/retirement planning. He is a nationally recognized speaker on EGGTRA, The Pension Protection Act, Qualified Retirement Plans, and how to effectively incorporate Life Insurance inside of Qualified Plans. Keith has authored retirement planning articles published in two national magazines. He is married with three children and two grandchildren. Keith loves the Chicago Bears and reading the IRS code for relaxation.

Dennis Sandoval, JD, LLM, CELA, AEP, EA, Certified Taxation Law Specialist
Riverside, CA
Dennis Sandoval is the only attorney in California that has certifications in the three areas of estate planning, elder law and taxation. He has a Master of Law Degree (LL.M.) in Taxation Law, which he received cum laude from Golden Gate University College of Law. He received his Juris Doctorate (J.D.) degree cum laude from Western State University College of Law. Mr. Sandoval is an adjunct professor at Chapman University College of Law, where he teaches various classes for their Master of Tax Law (LL.M.) program. Dennis is the director of education for the American Academy of Estate Planning Attorneys. Dennis grew up in Riverside, California. He lives in Norco, California with his wife and three girls, along with their menagerie of pets.

Frank M. Campbell, CLU, ChFC, Accredited Estate Planner
Trinity Financial Partners, Ontario, CA
Frank has over 35 years experience in the financial services arena. He is a member of the Riverside and San Bernardino Estate Planning Councils; has served as past president of the Arrowhead chapter of Financial Service Professionals; and is a Life and Qualifying member of the Million Dollar Roundtable. Frank lives with his bride in San Bernardino. They have three daughters, and four grandchildren.

Karl Huish, Esq., CFP, President
Tribeca Strategic Advisors, Mesa, AZ
Karl Huish has extensive experience with insurance company formation and management. He graduated cum laude from the University of Chicago Law School, where he was a member of the University of Chicago Law Review and a recipient of the John M. Olin Student Fellowship in Law & Economics. A National Merit Scholar, he graduated magna cum laude from Brigham Young University with a B.A. in Economics, and minors in Japanese and Music. Karl is an attorney licensed with the state of Arizona.