Loren is a seasoned financial strategist with over two decades of experience in business consulting and wealth preservation. Loren has developed extensive expertise in guiding financial advisors, CPAs, and attorneys through complex wealth preservation strategies. He specializes in helping executives and business owners optimize their operations and protect their wealth through advanced tax mitigation solutions.

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A graduate of George Washington University with degrees in Philosophy, Political Science, and Business, Loren enhanced his diverse educational background through his role as an Executive Consultant at George S. May International Company, where he evaluated and implemented corporate strategies. A frequent keynote speaker at financial conferences and a Million Dollar Round Table Top of the Table qualifier—the organization's highest honor—Loren has helped his network of partners and clients achieve substantial tax savings year after year.

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Chris is a seasoned attorney with over 30 years of experience specializing in complex tax mitigation, asset protection, and wealth transfer strategies for accredited investors and ultra-high-net-worth clients.

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Founder and managing member of multiple consulting firms, including Private Wealth Strategies, LLC and Engineered Wealth Preservation, LLC, with a proven track record of designing innovative tax solutions, such as the Wealth Preservation Planning Approach (WPPATM). 

Renowned for expertise in multiple advanced planning techniques such as amplified charitable capital creation, Beneficiary Defective Inheritors Trusts, (“BDITs”), Private Placement Life Insurance (“PPLI”), partnership allocations in the context of non-dealer foreign currency trading, and the Puerto Rico Incentives Code (Act 60). Frequent speaker, media contributor, and former Certified Financial Planner (CFP®), bringing unparalleled insight to intricate tax, financial, and business structure.

Kirby is a seasoned entrepreneur with over 20 years of experience in market innovation, leadership, and business development. As a top-tier executive, he has led high-impact startup teams across various industries, driving growth, market expansion, and revenue for numerous brands and products.

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With a proven ability to forge strategic partnerships and implement consumer-driven go-to-market strategies, Kirby consistently delivers measurable success. His hands-on leadership style and deep market insight allow him to navigate complex challenges and position businesses for long-term growth.

Passionate about mentoring entrepreneurs and fostering innovation, Kirby leverages his expertise to help brands scale effectively in competitive markets. His commitment to excellence and strategic vision continues to drive impactful results across industries.

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With over 20 years of experience in business development and digital brand strategies, Joe has been instrumental in launching well-known brands and companies, including a portfolio of household brands and clients under his guidance.

His deep expertise in advanced technology stacks empowers clients and associates with innovative solutions tailored to their unique needs. Leveraging his extensive knowledge of business development and financial marketing techniques, Joe now focuses on the wealth advisory sector, helping teams of associates enhance their online presence.

Joe builds stronger, more resilient brands by utilizing innovative tools and data-driven solutions to develop wealth strategies customized for today's digital financial landscapes.

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Stacey Sommerfeld is a results-driven entrepreneur with over 15 years of experience in client relations, strategic growth, and business operations. As a founding partner alongside her husband, Kirby, she has been instrumental in building and scaling their successful ventures across multiple industries.

Currently leading all client relations and business development strategy at Sophic, Stacey is the driving force behind the firm’s personalized approach to service and growth. Her strength in fostering lasting relationships and delivering high-impact solutions has been key to Sophic’s continued expansion and client success.

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Known for her operational precision and strategic mindset, Stacey combines deep industry knowledge with a hands-on leadership style. Her collaborative approach and focus on long-term value creation have helped shape a trusted, results-oriented brand.

Taylor currently serves as Client Services Manager at Sophic Wealth, overseeing all backend operations and support for The Sophic Wealth team. She ensures seamless client relations infrastructure and service delivery that maintains the firm's high standards and personalized approach.

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As the former Operations Manager at Mojave Studios, Las Vegas—Nevada's largest commercial film studio, Taylor managed day-to-day operations for high-profile clients such as Disney, ESPN, BBC, Discovery Channel, and A-list musical artists, coordinating complex logistics in an industry known for demanding timelines.

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Known for handling multiple moving parts under pressure, Taylor combines meticulous attention to detail with strategic thinking. Her entertainment industry background translates perfectly to client-based operations, where precision and discretion are critical to client success.