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When High-Net-Worth Clients Say They Don’t Need Life Insurance

When High-Net-Worth Clients Say They Don’t Need Life Insurance

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  • Dave Buckwald has dedicated his over 30-year-career to helping individuals, families, and business owners secure their financial futures, enabling them to focus on their passions. His work encompasses life insurance, estate planning, and wealth transfer strategies, driven by a mission to safeguard his clients’ hard-earned wealth. Dave’s commitment to financial preparedness is deeply personal, rooted in the loss of his father at a young age without any life insurance or legal plans in place, and the profound impact of losing 51 friends and clients during the September 11 attacks.

    These experiences have fueled his resolve to ensure that every family and business he serves is fully protected and financially organized. Under Dave’s leadership, OneTeam Financial has grown into a comprehensive service provider, offering coordinated, holistic financial planning. Recognized for his expertise and dedication, Dave is a sought-after speaker at industry events and contributes to leading financial publications.

    Beyond his professional accomplishments, Dave is deeply involved in community service, serving on the board of the Hackensack Meridian Philanthropic Foundation, and actively supporting the Two Hundred Club of Union County, New Jersey. His certifications include CFP®, CLU®, ChFC®, CLTC®, and NSSA®, and he is a charter member of Ed Slott’s Master Elite IRA Group® and a member of NAIFA and Finseca.

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Retirement & Tax Planning for High-Net-Worth Women: A Fiduciary Guide

Retirement & Tax Planning for High-Net-Worth Women: A Fiduciary Guide

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  • Kirsten Schlumbohm

    Kirsten Schlumbohm, BPC, SVP, Head of Sales Support & Relationship Management, has over 15 years of industry experience in which she has served as an insurance and annuity wholesaler, sales trainer and leader, and financial advisor. In addition to her life and health insurance licenses, she holds her Series 66 and a degree from Iowa State University.

    Kirsten is committed to empowering people and helping them reach the retirement finish line. She believes in optimizing processes to build strategies out of silos and encourage tighter collaboration. When she isn’t busy helping her advisors, Kirsten can be found running trails in the great state of Oregon, watching Iowa State Football, and changing the world by rescuing one senior dog (or two) at a time with her husband, Jeff.

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How to Provide Exceptional Wealth Management for High-Net-Worth Individuals

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  • Dave Alison, CFP®, EA, BPC, President of Wealth Management and Founding Partner at Prosperity Capital Advisors, is an accomplished wealth manager and entrepreneur with a passion for holistic wealth management. His industry recognition includes InvestmentNews' 2023 40 Under 40 list, a 2023 ThinkAdvisor LUMINARIES award, and being named InvestmentNews' 2025 Advisor of the Year (Regional – Southeast). He is also the Founder & CEO of Alison Wealth Management, with offices in Palo Alto, Charleston, and Atlanta.

    Dave is a member of the Million Dollar Round Table's Top of The Table, the Financial Planning Association®, the National Association of Enrolled Agents, and Entrepreneurs' Organization. He and his wife, Alana, live just outside Charleston, South Carolina, with their three daughters.

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2025 Mastermind Collegium: Prosperity Financial Advisor Event Recap

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Longer Horizons Look Better for Stocks

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Broker-Dealer vs an RIA: What Financial Advisors Should Know

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How to Empower Women Clients Using Behavioral Finance

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How Financial Advisors Can Simplify Asset Allocation for Clients

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C2P’s June 2023 Mastermind Collegium Was a Success — Here’s What You May Have Missed

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C2P’s President and Founding Partner, Dave Alison, Named to 2023 InvestmentNews 40 Under 40 List

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Questions that Convert: Close More Sales with Phil Jones

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C2P Enterprises Launches ‘A Woman’s Clarity’ Program, Invites Advisors to Special International Women’s Day Event

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