Proactive Planning Team

James Lavorgna

Wealth Management and Insurance

James A. Lavorgna, J.D., LL.M., TEP, CFP® I help simplify the complex financial lives of highly successful families and business owners, especially those with real estate holdings, working virtually throughout the country.

Using a comprehensive multi-disciplinary approach with a team of over 40 specialists, each an expert in their respective fields, I help my clients: preserve their wealth, mitigate taxes to increase cash flow, make their business profitable, taking care of their heirs, ensuring their assets are not unjustly taken, and charitable giving.

Generally, after only a few months working together, my clients are frequently able to:
* Not worry about financial organization
* Identify financial pain spots and actionable solutions
* Substantially reduce their overall tax burden
* Increase cash flow
* Get help with family governance
* Develop a strategic succession plan they can count on

You are in the business of a your family or running a successful business. Life can get complex. We are here to simplify the financial noise in your life, get you organized and set up to reclaim your time, develop and implement a comprehensive a plan to help you reach your family and financial dreams.

Qualifications and Background:

Mr. Lavorgna started in the insurance business in 1976 and has been in the financial services industry for 45 years. He earned his Certified Financial Planning designation in 1984. He also has earned a Bachelor of Science in Finance, Juris Doctor (Litigation), Master of Laws in International tax and Offshore Planning, and Master of Laws in Wealth Management and Private Banking. He has been in and associated with he investment industry since 1979. And is currently an Investment Advisor Representative of Forsyth Wealth Management, Inc. fee-only Registered Investment Advisor and licensed insurance agent.

Jordan P. Brewster

Legal

Jordan P. Brewster graduated law school in 2010 and was admitted to the practice of law in New Jersey in December of 2011. Mr. Brewster was admitted to Federal District Court, District of N.J. in August of 2015.

In addition to his Juris Doctor, Mr. Brewster also has Master of Science in Information Science. Prior to his legal career, Mr. Brewster was an information professional working in the Pharmaceutical Industry as an Information Scientist. As an accomplished researcher and well versed in the pursuit of knowledge, Mr. Brewster has applied his prior experience to assisting his clients in attaining favorable outcomes to legal problems. No matter what the cause of action or transaction that is at stake, Mr. Brewster and the Law Office always provide outstanding service and seek reasonable solutions through ardent advocacy and support of clients. Mr. Brewster and the Law Office have litigated numerous matters for clients, while providing competent counsel in the drafting of estate plans and the buying and selling of real estate.

Bob Coleman

Proactive Facilitator

With over 16 years of Financial Services experience, Mr. Coleman brings a wealth of capabilities and skills to his role with Elite Resource Team. From working as the director of Investor Relations for a pre-formation community bank to a real estate agent to being a part of Utah’s largest fee-based Financial Planning firms, Bob has ‘been around the block’ bringing lessons learned and the heart of a servant to the Elite Team. In March of 2018 Bob joined with ERT because he saw the brilliance in the ERT model in teaching him how to work more effectively with CPAs. Bob is passionate about this model and has experienced success in its implementation. Bob loves to travel and explore new parts of the world and can be found frequently appreciating sporting events and music productions. A songbird at heart, Bob loves to sing and he can also ‘cut a rug’ having received second place in the 2015 inaugural “Dancing With Your Community Stars Event” in Southern Utah. Bob is currently one of Southern Utah’s most eligible bachelors and has 3 adult children.

Ian Welham

Proactive Facilitator

After qualifying as a Chartered Accountant with Ernst & Young, Ian Welham moved out of public practice and became CFO of a Barcelona-based publicly traded company.

He also held CEO and COO positions in Hong Kong, The Netherlands, Belgium and the US. His team at HaydenRock works hands-on with CPA firms to maximize their profit potential – adding value, introducing new revenue streams and helping CPAs move into high-value advisory services.

He’s been a regular guest on TV, radio and in the press, including the New York Times, the Newark Star-Ledger, The Daily Beast, Forbes.com and Home News Tribune. Ian is the host of The Accounting Success podcast, which is a nationally broadcast Internet radio show on iTunes.

Ian and his wife Linda have been married for 29 years and have twin daughters. He is a devoted Manchester United “football” fan, and an avid golfer.