ADVISOR WEALTH MASTERY - Key Persons


Bob Dunne

Job Titles:
  • Business Development Expert

Dr. Greg Moody

Job Titles:
  • Advisors Wealth Mastery Lead Client Development Coach
  • Expert
  • Lead Development Coach
Dr. Greg Moody is an expert at a wide range of business, marketing and sales in and out of the investment industry. He started as an aerospace engineer (he's literally a rocket scientist) with NASA to founding multiple small to large businesses and now has worked with hundreds of various businesses to get them way past where they ever imagined they could. He has a bachelor's degree in engineering from Arizona State University, a Master's degree in Psychology and a Ph.D. to work on expanding research to support the business owners he works with and coaches. He's written multiple books including "The Life Skills of Leaders", among others. He left a very successful career in engineering in 1995 because he wanted to spend his energies developing people. He felt that while engineering and developing technology is an important way to make a contribution to the world, the better way for him would be to help people directly, not through technology. He has helped businesses all over the nation. Many schools have doubled their business success due to training with Dr. Moody. This is not just due to business advice, but because of the complete attention to all aspects of running a practice. He feels everything done in a practice must be with extreme client service and a benefit to the clients first. All of the other parts of the business will come out of this. His businesses have been nationally recognized as the "Best in the Nation" 8 years in a row - he's been featured on local TV and newspapers in Phoenix, Arizona, national magazines (Parade Magazine, Yahoo Parenting and more) and you can see him at his regular podcast at DrGregMoody.com.

Grand Master Smith

Job Titles:
  • President of World Champion Jeff Smith Karate
Grand Master Smith is President of World Champion Jeff Smith Karate, and the Chief Operating Officer for the Mile High Karate franchise organization.

Jeff Smith

Job Titles:
  • Wealth Mastery Champion Business Coach

Jennifer Thompson

Job Titles:
  • Service Coordinator

Lee Milteer

Job Titles:
  • Performance and Productivity Coach
Lee Milteer is a Performance and Productivity Coach, Author, Professional Speaker, and TV Personality. She is the founder of the Millionaire SmartsĀ® and Untamed Success Coaching programs. Lee hosts America's Premier Experts TV Show, which is aired on NBC, CBS, ABC, and Fox Affiliates. Lee also hosts Untamed Success: Positive TV, a Monthly Web-Based TV Show. Lee speaks all over North America and Europe in Conventions, Private Companies, and Entrepreneurial and Niche Market Events. As president of Lee Milteer, Inc., Career Development Strategists, she has counseled and trained over a million people in her speeches. Her presentations are so effective that organizations such as Walt Disney, AT&T, XEROX, IBM, Ford Motor Co., NASA, Federal Express, 3M, Sales & Marketing Executive International, plus hundreds of government agencies and scores of conventions, associations meetings, and Niche Market Events repeatedly retain her to inspire and motivate their audiences with up-to-date wisdom. In her career, Lee Milteer has shared the platform with many well-known and famous personalities, such as Dr. Phil, Gene Simmons from KISS, George Ross (Donald Trump's Chief negotiator who appeared on the TV show The Apprentice), the late Dr. Norman Vincent Peale, the late Og Mandino, Dan Kennedy, Jack Canfield, Mark Victor Hansen from the Chicken Soup book fame, Tony Robbins, Zig Ziglar, Stephen Covey, Brian Tracy, Ted Koppel, Lynn Redgrave, Marlo Thomas, Bill Glazer, Robert Cialdini, T. Harv Eker, Mike Ditka, Les Brown, Wally "Famous" Amos, Ivanka Trump, George Foreman, and Joan Rivers, to mention a few. Lee has created and hosted educational programs airing on PBS and other cable networks throughout the U.S. and Canada. Her video seminars are distributed through the Mind Extension Universe (MEU) Network, reaching 350 of the top FORTUNE 500 companies and major universities. She has developed training films for Bell Telephone, the U.S. Navy, Dun & Bradstreet, the U.S. Air Force, and many private companies, as well as hosting infomercials and TV commercials. Lee is a recognized, best-selling audio and video author, whose products have been endorsed by Nightingale Conant, SyberVision, and CareerTrack. Lee's book, Spiritual Power Tools for Successful Selling is published by Hampton Roads Publishing Company. She is the author of the book Success Is An Inside Job and, CO-Author of Walking with the Wise for Entrepreneurs, Reach Your Career Dreams, The Secrets of Peak Performers One and Two, The Phenomenon: Achieve More in the Next 12 Months than the Previous 12 Years, Ultimate Entrepreneur Success Secrets, and Walking with The Wise Overcoming Obstacles. Lee is a regular guest on National TV and radio shows. Lee hosted and produced her own cable television show, "LifeStyles" and had her own advice segment on Canada's #1 rated daytime talk show, "The Dini Petty Show." In addition, Lee has been an expert guest on more than 700 TV and Radio shows throughout North America in her career. Lee's background includes extensive experience in Sales & Marketing and commercial real estate. She was the owner and President of an electronics equipment sales and leasing company. Lee also traveled all over the world as a professional photographer. In addition, she was a Rock & Roll Disc Jockey on WNOR-FM in Norfolk, Va, and a National Catalog Model. Lee has been interviewed in newspapers, magazines and trade journals all over the world, including U.S.A. TODAY, Wall Street Journal, and many magazines. In recognition of her achievements, Lee received an Honorary Doctorate in Motivational Theory from Commonwealth College. She attained top honors as "Highest Rated Speaker", presenting public seminars in over 100 cities annually while with CareerTrack, North America's premier seminar and training company. She was awarded the "Rising Star Award" by General Cassette Corporation, named "Most Outstanding Young Woman" by the Jaycees and "Most Professional Woman in Hampton Roads." She also received the Entrepreneurial Woman of the Year from the National Association of Women Business Owners for the Southeastern Chapter, and The Best of Virginia Beach in Training and Services. Lee's latest awards are: The Inside Business Women in Business Award, and the Inside Business & Regent University Entrepreneurial Excellence Award. Lee is not only a successful businesswoman she is also a talented artist, writer, photographer and painter who has shown and sold her work in galleries and art shows. Lee lives in Virginia Beach, Virginia on the Chesapeake Bay and the mouth of the Atlantic Ocean on the beach with her dog "Angel" Cat "Midnight" and her husband Clifton Williams. Her hobbies are painting, photography, reading, walking on the beach and traveling. Her favorite charities are the SPCA and animal rescue organizations. She owns her own office building where her Publishing Company Lee Milteer Publishing office is located in VA Beach, Virginia. LEE MILTEER GIVES BACK: Lee has worked with SPCA, Horse Rescue organizations, WVEC, WTKR, WHRO AND WAVY-TV stations as on-air personality for charities such as Easter Seals, and many charity Organizations. Lee has donated time to the NSA chapters of VA for Speakers, spoken for free for many nonprofit organizations to help them raise funds for their projects.

Marek Gahura

Job Titles:
  • Technology and Online Expert

Mindi Godfrey

Job Titles:
  • Director Advisor Member Services

Stephen Oliver

Job Titles:
  • Rev Connects Powered by Rev Marketing All Rights Reserved
Stephen Oliver provides the "cutting edge" of successful business systems "If you want insight into what the top 1% are doing and thinking, listen to Mr. Oliver. He provides the "cutting edge" of successful business systems along with the various perspectives, attitudes, and techniques that support those systems. Business owners should heed his advice, but for many it will require a significant paradigm shift towards doing what is best for your clients and your community."