With a background spanning more than 20 years in several disciplines of financial services, in 2005 Antione launched Wealth Concepts, Inc., with an emphasis on family governance & wealth management. His experience in the business model of yesterday combined with the new financial and business paradigm of today and a coordinated team of internal and external circle of wealth advisors has evolved Antione into a skilled family legacy planner, financial advisor and employee benefits & compensation specialist.

• Antione is a current student in the renowned Certified Employee Benefit Specialist (CEBS) program www.ifebp.org the most widely recognized and respected professional credential awarded by the renowned Wharton School of Business in partnership with the International Foundation of Employee Benefit Plans. Antoine’s extended education in group benefits management, retirement planning, human resources & compensation management, health care reform alternative financing, executive compensation and personal wealth management will continue his knowledge and ability to help families, individuals and business owners achieve their strategic goals.
  
  
• Antione holds the coveted Registered Financial Consultant (RFC) designation www.iarfc.org.  The Registered Financial Consultant is a professional designation awarded by the International Association of Registered Financial Consultants to those financial advisors who meet the high standards of education, experience and integrity that are required of all its members. The IARFC is a non-profit professional credentialing organization of proven financial professionals formed to foster public confidence in the financial planning profession, to help financial advisors exchange planning techniques, and to give deserved recognition to practitioners who are truly committed to ethical standards and continuous professional education. 

Antione believes that when he’s assisting people in their quest to maximize their resources for self fulfillment and on the behalf of their families and communities, he’s providing a deep level of empowerment.  

As the Alternative Funding Team Lead at Dickerson Employee Benefits, Johnny aggressively pushes the market to address the needs of California Businesses.  His “outside the box” creativity with over a decade of experience in the development and implementation of alternative funding solutions has elevated him as a leader in Alternative / Partial Self Funding field.

34 years of successful sales and marketing experience along with multiple corporate business ownerships, and every facet of insurance sales, has provided Johnny with a unique skill set and firsthand knowledge of the challenges gripping California businesses.  With thorough knowledge of California’s alternative funding options, Johnny has created innovative solutions to the complex needs of his clients.  He currently serves as the Membership Chair for the Inland Association of Health Underwriters and travels annually to Washington D.C. to lobby on behalf of the National Association of Health Underwriters to protect small business owner’s rights. 

• Mr. Barth has taught the Property, Estates, and Probate course at an ABA accredited Paralegal College
• Graduated Salutatorian, Western State University College of Law, Fullerton, California
• Witkin Award Receipient - Torts I, Western State University College of Law, Fullerton, California
• Witkin Award Receipient - Property I, Western State University College of Law, Fullerton, California
  Certifications/Specialties
• Certified Wealth Preservation Planner offered thru the Wealth Preservation Institute
• Certified Asset Protection Planner offered thru the Wealth Preservation Institute

Associations

• California Bar Association
• American Bar Association Real Property, Probate & Trusts Section
• California Bar Association Trust & Estates Section
• California Bar Association Business Law Section
• Los Angeles County Association Trust & Estates Section
• The Asset Protection Society, California State Representative
• The Wealth Preservation Institute
• Southpac Offshore Planning Institute - Member of the Board of Advisors
• Vistage International, Inc. - Chief Executives Working Together

Publications

• MAY 2009: Reporting Foreign Bank Accounts - June 30th Deadline
• JULY 2009: Protecting Your IRA Retirement Assets
• AUGUST 2009: Dear Client - Experience The Difference A Professional Makes
• NOV 2009: Small Business Buyout Legal Fees?
• DEC 2009: Should I Use An Online LLC Formation Services?
• JAN 2010: Is a LLC the best option to protect small business assets?
• FEB 2010: Foreign Tax Reporting: Getting It Right
• MARCH 2010: Member-Managed vs. Manager-Managed LLC's
• JULY 2010: The Series LLC
• SEPTEMBER 2010: 10 Common Estate Planning Mistakes

Christyna Giles Washington has been working in the public and private sector for more than 15 years. She started her career assisting companies in the quest to reduce and maintain their spending by creating cost containment strategies which impacted company bottom line. During this time she worked with a variety of  companies  such as Rand Corporation, Baxter Pharmaceutical , The Capital Group, Daniel, Mann, Johnson & Mendenhall (DMJM) and DreamWorks Pictures just to name a few.  She then took her talents to Founders Choice Endowments Inc. which supported the not-for-profit sector in developing legacy planning to assure that grass root and mid sized community based not-for-profits go on beyond their founder’s vision.  The experience she gained working within both the public and private community provided a vast knowledge bases for creating sustainable, scaleable legacy planning within the not -for -profit segment of business.

Currently, Christyna acts in the role of a Consultant to individuals, municipalities and private companies creating solutions for those struggling with the high cost associated with or the complete reduction of medical benefits and the elimination of pension/ retirement plans. By maintaining a focus on assistance through financial literacy and education, she has been able to give back through her workshops for middle school and high school students which she facilitates throughout the Los Angeles area.

Christyna holds a degree in Organizational Communication from California State University at Long Beach; she has been a published contributor in two national publications “Essence Magazine’ and “Sorority Factor Magazine” in the area of financial preparedness. Christyna was also nominated for the Los Angeles Business Journal’s Women Making a Difference Award 2008, and is currently pursuing her Certification Employee Benefit Specialist (CEBS) program www.ifebp.org  at Wharton School of Business  in partnership with the International Foundation of Employee Benefit Plans..

Preston Davis did his undergraduate work at Pepperdine University majoring in Business Management.  In 1976 Mr. Davis joined IBM where he worked for fifteen years in various sales and management positions.  Mr. Davis has an extensive background in the Financial Services Industry.  At IBM, Mr. Davis helped financial institutions establish systems to offer investment and insurance products to their clients.

In 1991, Mr. Davis left IBM and became an Independent Insurance Broker and Registered Investment Advisor. He is a member of the National Association of Insurance and Financial Advisors.  As an independent agent Mr. Davis represents several of the nation’s top insurance companies.

Mr. Davis’ mission is two-fold.  First, he helps people take a proactive approach to strengthening their financial future through the acquisition and effective use of insurance and investment solutions.  Second, he helps businesses increase profits and retain employees by offering group supplemental insurance solutions to incorporate as part of a comprehensive employee benefits package.

Mr. Davis’ clients include diverse organizations, like; the City of Inglewood and Faithful Central Bible Church.  His clients also include high net worth individuals.  The following is a partial list of organizations where Mr. Davis has presented supplemental insurance, financial and retirement planning seminars: