The EEPC Team

Libby Christmas, EEPC Director of Legal Services
 

Libby has more than 25 years experience in the financial, tax and legal industries. For the past several years, she has focused her work in the areas of trusts, asset protection, wills, estate planning, probate and conservatorships. She also helped establish a private tax practice, which she has been operating for 10 years.

Before becoming a paralegal, Libby was a partner in Money Matters Inc., which provided services in financial counseling, retirement planning, estate and tax planning, and investment and insurance products. After returning to Nashville to assist with her family’s health care, she refocused her career to include the legal component in order to help complete her passion for good planning and asset protection. Libby is a Vietnam Veteran and is excited to be affiliated with EEPC and the principles it embodies.

Jody Blair, EEPC Director of Client Services
 

Jody brings more than 10 years of client and customer service experience to the EEPC team. As director of client services, she is the main point of contact for all clients and maintains the day-to-day operations of the EEPC. She handles all client inquiries and scheduling and plans all workshops and events.

Prior to joining EEPC, Jody was the client services manager for an investment firm in Franklin, Tenn. She also has extensive experience in the insurance industry, serving as a customer service agent, product specialist and administrative assistant at several national insurance agencies. She is licensed to sell life and health and property and casualty insurance.

Tim Takacs, CELA
Attorney, The Elder Law Practice of Timothy Takacs

Tim Takacs was one of the first elder law attorneys in the nation to assemble an inter-disciplinary team of experts to provide integrated client care. His innovations have transformed the practice of elder law in the United States and set a new standard of excellence in the field.

Tim began concentrating his practice in elder law in 1990. His passion for learning and practice innovations has inspired hundreds of other lawyers in the United States.

Tim is a Certified Elder Law Attorney. He refers to his firm as a “life care planning law firm.” This means that, while a traditional elder law firm may focus on saving assets for the client’s children, Tim’s practice concentrates on maximizing the client’s quality of life and independence. Services include developing a long-term care plan, managing a client’s assets, health care advocacy and finding care providers.

Dan Hunt
Redhawk Wealth Advisors

Dan runs Redhawk Wealth Advisors, an SEC Registered Investment Adviser (RIA) firm based in Minneapolis, Minn., providing investment management services to “mass affluent” clients in more than 40 states. The company’s principals have more than 50 years of combined experience in asset management.

Redhawk uses a tactical, rather than strategic, approach to investing, seeking out strong-performing asset classes under a system Redhawk developed called DIAL – Dynamic Investment Allocation Logic. Redhawk’s strength lies in the firm’s intensive daily research and its application in portfolio risk management.

The Redhawk strategy is fourfold: 1) Use exchange-traded funds (ETFs) instead of mutual funds to save money and allow managers to take advantage of market shifts; 2) move assets in and out of the market based on computer-driven models; 3) trade asset classes versus individual securities; and 4) use options to increase returns and limit losses.

Mark Ellmore
Attorney at Law

Mark has more than 25 years experience as an attorney, including 20 years in private practice. His practice is in estate planning, the formation of trusts and wills, real estate and general business law, including trial and appeal work, probate, probate ligation and formation and advisement of small- and medium-sized corporations.

Mark’s work for the EEPC focuses on probate and trust and estate planning – more specifically, forming effective plans and measures that will help clients avoid future crises involving long-term medical care.

“The EEPC is a very valuable asset when planning for the future, so clients aren’t left facing a crisis situation, ” said Mark. “Kerry and Donald are well-informed and provide thorough analysis. Their level of compassion for their clients is evident. The EEPC is focused on helping seniors, not just making a profit.”

Mark is licensed in Tennessee, Kentucky and all federal courts and is a published author.  He earned his Juris Doctor from Pepperdine University School of Law in
Malibu, Calif.

Bob Crichton, CFA
Founder and Managing Member, Anew Life Capital Partners

Bob has more than 30 years of investment management experience, including working directly with the chairman and CFO of Ameritech (now AT&T) on financial planning matters. As director of equity investments for Ameritech, he oversaw the performance of more than 30 fund managers and managed the activity of futures and options for use in adjusting asset allocation for Ameritech’s overall pension trust.
           
Since January of 2000, he has been managing investment portfolios for a select group of high net worth individuals, providing financial consulting advice for medium to large corporations and providing business-planning advice for small businesses.
           
Bob holds a bachelor’s degree in engineering from Oakland University, where he graduated with honors, and an MBA from Keller Graduate School of Management, where he received the George P. Doherty Award for “superior academic performance, pursuit of excellence, strength of character and leadership.”
           
Anew Life Capital Partners is a hedge fund started by Bob Crichton. The fund is differentiated by the extensive use of derivatives and options and by placing those strategies on indexes and ETFs to effectively diversify the fund at a reduced cost.

John Rummage
Managing Director, Founding Families Charitable Foundation

John’s experience with large corporations and wealthy families have made him an excellent resource for clients who wish to establish family foundations, secure a legacy for children and ensure that the accumulated wealth of a lifetime of hard work is used to benefit communities.

John is a graduate of David Lipscomb University, with a bachelor’s degree in history and political science. He did graduate work at the University of Tennessee in Knoxville. He has worked for several corporations including General Foods, Coca-Cola and Vanderbilt University, as well as owning a computer consulting company for 15 years. For seven years, he worked with National Community Foundation in Brentwood, Tenn., as a charitable gift consultant.

John Bowen
Consulting Member, Corporate Resources Consulting Group

John has practiced as a CPA for 39 years and retired from professional service as a CPA in 2001. As a consulting member of Corporate Resources Consulting Group Inc., his focus is transaction planning and stewardship including Wealth Utilization AnalysisTM.

John’s practice has included a client base in 30 states and his concentration has been on tax analysis, design and implementation of wealth utilization strategies, consulting on tax-efficient family business transfers and transaction structuring, as well as the development of systems and reports for accountability and control over all financial operational areas of businesses and not-for-profit organizations. Additionally, he designs and implements charitable trusts, shared ownership arrangements, IRA rescue techniques and tax-advantaged entities, methods and systems. 

John has been a conference speaker at various advanced planning programs for life insurance agents, CPAs and attorneys throughout the United States. As a guest lecturer for the American Institute of CPAs in Advanced Tax Seminars and the Ohio State University Graduate and Undergraduate Federal Income Tax Courses, John has been available to share with other professionals some of the experience and insights achieved during his career as a practitioner.

Joseph Lipman
CPA

A CPA since 1981, Joseph has devoted his professional life to solving problems. As long as the problem can be solved legally and ethically, Joseph will do his best to resolve your business problems, as well as your business and personal taxation problems. His practice consists of three areas: controllership functions, tax preparation and planning elder care services.

Joseph holds a bachelor’s degree in business administration from The University of North Carolina at Greensboro and an MBA from Averette University in Danville, Va., where he developed an expertise in controllership functions for businesses. Joseph also established a practice working with small businesses, their owners and families and the unique tax-related issues that go along with the benefits and risks of being an entrepreneur today. After undergoing open-heart surgery 10 years ago, he developed a strong interest in helping the senior community with trustworthy financial advice and assistance.