Our Team

J. Michael Stolp

J. Michael Stolp Michael is President & CEO of CFO Solutions Inc. CFO, founded by Michael in 1991, is a registered investment advisory and boutique financial planning firm with corporate offices in Phoenix, Arizona. He is based and resides in Scottsdale, Arizona. CFO specializes in the unique planning needs of doctors and the economic issues facing them.

He has educational experiences and professional accomplishments that uniquely qualify him to guide doctors through the "cradle to grave" capital accumulation and capital distribution phases of their lives and economic life cycles. His financial advisory practice helps doctors to achieve their tax reduction, savings accumulation, investment and other risk management objectives.

Michael is a 1980 graduate of the Harvard Graduate School of Business in Cambridge, Massachusetts. He is both a Registered Investment Advisor and a Certified Public Accountant (licensed in South Carolina and Arizona), having earned his CPA designation in 1972. In 1971, he received his undergraduate Bachelor of Science degree in Accounting and Business Administration from Bob Jones University in Greenville, South Carolina.

His business experience includes more than 35 years senior management experience for both public and privately owned corporations. He also holds the Series 2, 63, 65 and 24 designations.

Michael presents Financial Education Seminars to medical and dental groups, in addition to his consulting services for doctors. He is expert in business structure planning, budgeting, disability and life insurance issues, non-qualified and qualified retirement plans, risk-averse savings strategies, and professional practice and business sales. Michael also assists clients to implement advanced asset protection and planning strategies in the areas of wills, revocable and irrevocable trusts, limited liability companies, family limited partnerships, offshore asset protection trusts and corporations, and advanced estate and charitable planning issues.

His professional affiliations include the American Institute of Certified Public Accountants, Arizona Society of CPA's, South Carolina Association of CPA's, Harvard Club of Phoenix, Harvard Business School Club of Arizona, Leadership South Carolina, Leadership Greenville and Leadership Albuquerque.

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Grant Dayley

James Regenold Grant Dayley is a Senior Financial Advisor for CFO.

Grant C. Dayley is a Senior Financial Advisor with CFO Solutions Inc., a boutique financial planning firm with corporate offices in Scottsdale, Arizona. He is based and resides in Mesa, Arizona.

CFO is an independent, boutique financial planning and registered investment advisory firm which specializes in the unique planning needs of doctors and the economic issues facing them.

Grant is a knowledgeable and talented financial and business professional that uniquely qualifies him to guide the health care professional and business owner through the successful implementation of the tax reduction, capital accumulation, capital distribution and the CFO planning process.

Grant is retained by physicians, dentists and business owners to prevent losses of their earnings and savings to unnecessary income taxes, inappropriate financial structures, risk of principal investments and inappropriate financial programs. He is prepared to guide the doctor through tax and financial plans with efficiency, control and safety.

He is an experienced professional with nearly 40years in the financial arena. Twelve of those years were in life insurance home office and field management.

Grant has a BA degree in Business Administration/Finance and a Juris Doctor Degree from LaCrosse University. He is a Registered Investment Advisor representative and a Charter Life Underwriter (CLU). He also holds the NASD Series 7 and 65.

Grant has extensive experience in charitable funding and the permanent endowment of Universities scholarships and research funds. He is expert in business structure planning, corporate budgeting, qualified disability, qualified long term care, non-qualified benefit plans, ERISA-qualified retirement plans, collective bargaining benefit plans, risk-averse investment planning and implementation in the areas of wills, revocable and irrevocable trusts and asset protection strategies.

He is a military veteran with service in the Republic of Vietnam, and was awarded the Army Accommodation Medal with battle stars. Grant has been married for 40 years to Linda Dayley. They have four children and 14 grandchildren.

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Mark Riesenberg

Mark Riesenberg Mark is Director of Behavioral Change Solutions for CFO. He is based and resides in West Orange, New Jersey (greater New York).

Mark's first priority is to help CFO management and CFO Financial Advisors to achieve break-through, high-impact results by focus, focus, focus . . . upon critical actions, both corporate and personal, in order to fulfill CFO's mission, which firm mission is to focus, focus, focus... upon the unique planning needs of doctors and the economic issues facing them.

His additional role as Director of Behavioral Change Solutions is to help Doctor-clients better to focus with their own goal setting and time management processes. Doctors encounter so many distractions, and become frustrated with conflicts imposed by dueling advisers, which effectively prevents the doctor from getting started in the change process. Mark contributes periodic articles for Doctor-clients to deal with abstract yet essential topics of goal setting, time management and personal accountability for Doctors.

Mark's conviction is that corporate, personal and financial goals succeed because of focused planning, focused follow though and focused execution. He is well qualified in this area of behavioral change as he is the founder and owner of Human Resources Unlimited, a company that specializes in goal achievement and time management programs for more than two decades. In addition, Mark is a professional speaker, sales trainer and consultant. He is well known as a keynote speaker and has been published in insurance, media and pharmaceutical publications.

He is the author of "How to Stop Whining and Start Winning: A Guide to Goal Setting and Time Management", which is now in its third printing. He has also produced two audiocassette programs, "The Power of the Goal Achievement Process" and "10 Tips to Stop Whining and Start Winning." Mark has appeared on CNBC's morning show "Squawk Box" as an expert on "Corporate Resolutions: Why They Succeed or Fail." He also was a featured writer in Oprah Winfrey's premiere issue of her magazine "O" in the article "Make Your Dreams Come True."

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John C. Herman CFP®

John C. Herman CFP® is Manager of Portfolio Solutions of CFO. He is based and resides in Boulder, Colorado.

John's professional track record demonstrates experience and sophistication which he now brings to bear on behalf of CFO clients. His previous senior management experience includes Chief Operations Officer and other senior positions at Mercer Advisors, which firm advised nearly $1.0 Billion in client assets (nearly all doctors) from 1988 to 1995, Chief Executive Officer at Xélan Investment Services, which firm advised 3/4 Billion in client assets (nearly all doctors) from 1995 to 2002, as well as $50 million at his boutique advisory firm specializing in custom design and efficiencies available in ETF's (again, nearly all doctors) from 1996 to present.

Over the years, John has developed and maintained relationships with many CFA's, CPA's, CFP's, Plan Administrators, Actuaries, Investment Advisors, Portfolio Managers, Broker Dealers, Trust Managers and Insurance Professionals. He utilizes these strong relationships to consistently remain on the cutting edge of investment technology. He is a 1980 graduate of Pennsylvania State University where he earned a Bachelor of Science in Finance and at University of California at Los Angeles (UCLA), where he completed the requirements for a second major in Accounting.

He currently holds the professional designation of Certified Financial Planner® and holds the Series 2, 63 & 65 designations.

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Stan Dabrowski CLU

Stan Dabrowski Stan is Director of Long Term Care Solutions for CFO. Stan is based and resides in the Greater Boston area with satellite offices in Kansas City, Phoenix and Los Angeles.

He has successfully pursued personal sales, management and wholesale operations during his 42 year career. Stan is the primary provider of specially-designed tax favored qualified long term care insurance policies for CFO.

"Money purchase" insurance solutions apply to "selected 'C' corporation entities" and to certain other business entities when those forms of business conform to tightly written IRS rules. Single Employer 419(e) trusts permit similar unique planning opportunities for other forms of business organizations and their employees.

Stan holds a BA degree from The George Washington University School of Government with a major in economics. He received numerous designations for qualified long term care insurance specialty product design and marketing.

Stan has also served in numerous executive marketing and sales management positions with various national insurance companies and conducted a national certified continuing education program for life and health insurance professionals.

His experience and his unabashed advocacy of using long term care insurance to guarantee personal freedom of choice and quality of care identify him as a valuable resource to CFO, CFO Financial Advisors and CFO's doctor-clients.

The income and asset protection aspects of the qualified long term care insurance plan and the benefit of using the policy's contractually guaranteed full refund of all premiums paid regardless of claims provides CFO doctor-clients with a value added, wealth transfer planning dimension generally unavailable with lesser comprehensive planning processes.

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David Brent Jones

David Brent Jones is Director of Advanced Insurance Solutions for CFO. David is based and resides in Phoenix.

David is a qualified financial planning professional with over thirty years of experience in consulting with doctors and business owners throughout the United States. David’s specialty is tax reduction and capital accumulation through the design and implementation of tax-favored plans.

For the last twenty-five years David has been a frequent speaker at continuing education seminars for CPAs and Attorneys. His programs have received the endorsement of nationally published journals and newsletters. He is approved as a registered speaker on the National Registry of CPE (Continuing Education).

David has served on the Board of Directors of a national life insurance company and is a founding board member of the Arizona Bank and Trust. He has been honored as a member of the National Directors of Who’s Who in Executives and Professionals. David has been involved in pension design and administration since 1976. He is recognized as a national authority on Welfare Benefit Plans and Qualified Retirement Plans. He is a Certified Estate Planner and has been a radio talk show host in Arizona and the New England area.

David received his Bachelors of Business Administration (BBA) at the University of Texas at El Paso. David received his Masters of Business Administration (MBA) and Juris Doctor (JD) Degree from LaCrosse University. He has also earned the designation as a Certified Wealth Preservation Planner.

David and his wife, Cyndy have two children and four grandchildren.

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SECURE ONLINE SERVICES Click here for access. Click here for terms of use. SET A PHONE CONFERENCE Click here to set Initial Conference to determine whether or not we can help you. NATIONAL & LOCAL EVENTS Click here to register for upcoming Events. CFO Advisors Network J. Michael Stolp CFO Solutions Inc. President & CEO Tel: 480-998-5100 Tollfree: 800-283-2468 Tollfree fax: 800-283-2973 ALL POSTAL MAIL CFO Solutions Inc. P. O. Box 14385 Scottsdale, Arizona 85267-4385 STREET ADDRESS CFO Solutions Inc. 14850 N. Scottsdale Rd., Suite 285 Scottsdale, Arizona 85254 Profile Grant C. Dayley Senior Financial Advisor Scottsdale, Arizona Tel (800) 283-2468 or (480) 998-5100 Fax (800) 283-2973 Profile John C. Herman CFP® Manager of Portfolio Solutions Boulder, Colorado 80305 Tel: 480-998-5100 Tollfree: 800-283-2468 Tollfree fax: 800-283-2973 Profile Mark Riesenberg CFO Advisors Network Director of Behavioral Change Solutions West Orange, New Jersey Tel: 602-953-7742 Profile Stan Dabrowski CFO Advisors Network Director of Long Term Care Solutions Boston, Massachusetts Tel: 480-998-5100 Tollfree: 800-283-2468 Tollfree fax: 800-283-2973 Profile David Brent Jones CFO Advisors Network Director of Advanced Insurance Solutions Tel: 480-998-5100 Tollfree: 800-283-2468 Tollfree fax: 800-283-2973 ALL POSTAL MAIL CFO Solutions Inc. P. O. Box 14385 Scottsdale, Arizona 85267-4385 STREET ADDRESS CFO Solutions Inc. 14850 N. Scottsdale Rd., Suite 285 Scottsdale, Arizona 85254 Profile Subscribe to Newsletters & Alerts	Our Team J. Michael Stolp Michael is President & CEO of CFO Solutions Inc. CFO, founded by Michael in 1991, is a registered investment advisory and boutique financial planning firm with corporate offices in Phoenix, Arizona. He is based and resides in Scottsdale, Arizona. CFO specializes in the unique planning needs of doctors and the economic issues facing them. He has educational experiences and professional accomplishments that uniquely qualify him to guide doctors through the "cradle to grave" capital accumulation and capital distribution phases of their lives and economic life cycles. His financial advisory practice helps doctors to achieve their tax reduction, savings accumulation, investment and other risk management objectives. Michael is a 1980 graduate of the Harvard Graduate School of Business in Cambridge, Massachusetts. He is both a Registered Investment Advisor and a Certified Public Accountant (licensed in South Carolina and Arizona), having earned his CPA designation in 1972. In 1971, he received his undergraduate Bachelor of Science degree in Accounting and Business Administration from Bob Jones University in Greenville, South Carolina. His business experience includes more than 35 years senior management experience for both public and privately owned corporations. He also holds the Series 2, 63, 65 and 24 designations. Michael presents Financial Education Seminars to medical and dental groups, in addition to his consulting services for doctors. He is expert in business structure planning, budgeting, disability and life insurance issues, non-qualified and qualified retirement plans, risk-averse savings strategies, and professional practice and business sales. Michael also assists clients to implement advanced asset protection and planning strategies in the areas of wills, revocable and irrevocable trusts, limited liability companies, family limited partnerships, offshore asset protection trusts and corporations, and advanced estate and charitable planning issues. His professional affiliations include the American Institute of Certified Public Accountants, Arizona Society of CPA's, South Carolina Association of CPA's, Harvard Club of Phoenix, Harvard Business School Club of Arizona, Leadership South Carolina, Leadership Greenville and Leadership Albuquerque. TOP ^ Grant Dayley Grant Dayley is a Senior Financial Advisor for CFO. Grant C. Dayley is a Senior Financial Advisor with CFO Solutions Inc., a boutique financial planning firm with corporate offices in Scottsdale, Arizona. He is based and resides in Mesa, Arizona. CFO is an independent, boutique financial planning and registered investment advisory firm which specializes in the unique planning needs of doctors and the economic issues facing them. Grant is a knowledgeable and talented financial and business professional that uniquely qualifies him to guide the health care professional and business owner through the successful implementation of the tax reduction, capital accumulation, capital distribution and the CFO planning process. Grant is retained by physicians, dentists and business owners to prevent losses of their earnings and savings to unnecessary income taxes, inappropriate financial structures, risk of principal investments and inappropriate financial programs. He is prepared to guide the doctor through tax and financial plans with efficiency, control and safety. He is an experienced professional with nearly 40years in the financial arena. Twelve of those years were in life insurance home office and field management. Grant has a BA degree in Business Administration/Finance and a Juris Doctor Degree from LaCrosse University. He is a Registered Investment Advisor representative and a Charter Life Underwriter (CLU). He also holds the NASD Series 7 and 65. Grant has extensive experience in charitable funding and the permanent endowment of Universities scholarships and research funds. He is expert in business structure planning, corporate budgeting, qualified disability, qualified long term care, non-qualified benefit plans, ERISA-qualified retirement plans, collective bargaining benefit plans, risk-averse investment planning and implementation in the areas of wills, revocable and irrevocable trusts and asset protection strategies. He is a military veteran with service in the Republic of Vietnam, and was awarded the Army Accommodation Medal with battle stars. Grant has been married for 40 years to Linda Dayley. They have four children and 14 grandchildren. TOP ^ Mark Riesenberg Mark is Director of Behavioral Change Solutions for CFO. He is based and resides in West Orange, New Jersey (greater New York). Mark's first priority is to help CFO management and CFO Financial Advisors to achieve break-through, high-impact results by focus, focus, focus . . . upon critical actions, both corporate and personal, in order to fulfill CFO's mission, which firm mission is to focus, focus, focus... upon the unique planning needs of doctors and the economic issues facing them. His additional role as Director of Behavioral Change Solutions is to help Doctor-clients better to focus with their own goal setting and time management processes. Doctors encounter so many distractions, and become frustrated with conflicts imposed by dueling advisers, which effectively prevents the doctor from getting started in the change process. Mark contributes periodic articles for Doctor-clients to deal with abstract yet essential topics of goal setting, time management and personal accountability for Doctors. Mark's conviction is that corporate, personal and financial goals succeed because of focused planning, focused follow though and focused execution. He is well qualified in this area of behavioral change as he is the founder and owner of Human Resources Unlimited, a company that specializes in goal achievement and time management programs for more than two decades. In addition, Mark is a professional speaker, sales trainer and consultant. He is well known as a keynote speaker and has been published in insurance, media and pharmaceutical publications. He is the author of "How to Stop Whining and Start Winning: A Guide to Goal Setting and Time Management", which is now in its third printing. He has also produced two audiocassette programs, "The Power of the Goal Achievement Process" and "10 Tips to Stop Whining and Start Winning." Mark has appeared on CNBC's morning show "Squawk Box" as an expert on "Corporate Resolutions: Why They Succeed or Fail." He also was a featured writer in Oprah Winfrey's premiere issue of her magazine "O" in the article "Make Your Dreams Come True." TOP ^ John C. Herman CFP® John C. Herman CFP® is Manager of Portfolio Solutions of CFO. He is based and resides in Boulder, Colorado. John's professional track record demonstrates experience and sophistication which he now brings to bear on behalf of CFO clients. His previous senior management experience includes Chief Operations Officer and other senior positions at Mercer Advisors, which firm advised nearly $1.0 Billion in client assets (nearly all doctors) from 1988 to 1995, Chief Executive Officer at Xélan Investment Services, which firm advised 3/4 Billion in client assets (nearly all doctors) from 1995 to 2002, as well as $50 million at his boutique advisory firm specializing in custom design and efficiencies available in ETF's (again, nearly all doctors) from 1996 to present. Over the years, John has developed and maintained relationships with many CFA's, CPA's, CFP's, Plan Administrators, Actuaries, Investment Advisors, Portfolio Managers, Broker Dealers, Trust Managers and Insurance Professionals. He utilizes these strong relationships to consistently remain on the cutting edge of investment technology. He is a 1980 graduate of Pennsylvania State University where he earned a Bachelor of Science in Finance and at University of California at Los Angeles (UCLA), where he completed the requirements for a second major in Accounting. He currently holds the professional designation of Certified Financial Planner® and holds the Series 2, 63 & 65 designations. TOP ^ Stan Dabrowski CLU Stan is Director of Long Term Care Solutions for CFO. Stan is based and resides in the Greater Boston area with satellite offices in Kansas City, Phoenix and Los Angeles. He has successfully pursued personal sales, management and wholesale operations during his 42 year career. Stan is the primary provider of specially-designed tax favored qualified long term care insurance policies for CFO. "Money purchase" insurance solutions apply to "selected 'C' corporation entities" and to certain other business entities when those forms of business conform to tightly written IRS rules. Single Employer 419(e) trusts permit similar unique planning opportunities for other forms of business organizations and their employees. Stan holds a BA degree from The George Washington University School of Government with a major in economics. He received numerous designations for qualified long term care insurance specialty product design and marketing. Stan has also served in numerous executive marketing and sales management positions with various national insurance companies and conducted a national certified continuing education program for life and health insurance professionals. His experience and his unabashed advocacy of using long term care insurance to guarantee personal freedom of choice and quality of care identify him as a valuable resource to CFO, CFO Financial Advisors and CFO's doctor-clients. The income and asset protection aspects of the qualified long term care insurance plan and the benefit of using the policy's contractually guaranteed full refund of all premiums paid regardless of claims provides CFO doctor-clients with a value added, wealth transfer planning dimension generally unavailable with lesser comprehensive planning processes. TOP ^ David Brent Jones David Brent Jones is Director of Advanced Insurance Solutions for CFO. David is based and resides in Phoenix. David is a qualified financial planning professional with over thirty years of experience in consulting with doctors and business owners throughout the United States. David’s specialty is tax reduction and capital accumulation through the design and implementation of tax-favored plans. For the last twenty-five years David has been a frequent speaker at continuing education seminars for CPAs and Attorneys. His programs have received the endorsement of nationally published journals and newsletters. He is approved as a registered speaker on the National Registry of CPE (Continuing Education). David has served on the Board of Directors of a national life insurance company and is a founding board member of the Arizona Bank and Trust. He has been honored as a member of the National Directors of Who’s Who in Executives and Professionals. David has been involved in pension design and administration since 1976. He is recognized as a national authority on Welfare Benefit Plans and Qualified Retirement Plans. He is a Certified Estate Planner and has been a radio talk show host in Arizona and the New England area. David received his Bachelors of Business Administration (BBA) at the University of Texas at El Paso. David received his Masters of Business Administration (MBA) and Juris Doctor (JD) Degree from LaCrosse University. He has also earned the designation as a Certified Wealth Preservation Planner. David and his wife, Cyndy have two children and four grandchildren. TOP ^
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