JOE AND SHELLEY COMBINED BIO: Joe Strazzeri is a Counselor and Attorney for Successful Families and Business Owners. Educator for Wealth Advisors. Speaker and Author. As a former general contractor, land developer, and business owner, Joe combines these skills along with more than 25 years of experience as an attorney to counsel families and business owners. Shelley Lightfoot is a life-long financial and legal services professional with a unique combination of experience, passion, and creativity – which all lead to her objective of helping wealth advisors provide comprehensive solutions for success families and business owners with a focus on transition planning. Since early 2009, Shelley has enjoyed her role as the Chief Operations Officer and Partner with the Care to Know Family of Resources. Through 3 unique brands, Joe and Shelley educate wealth advisors, assist business owners to find “what’s next,” counsel families towards alignment, as well as protect families and their assets. The Southern California Institute is a Thought Leader Community providing resources, education, and advice via collaborative think tanks, events, programs, online content, and introductions. Strazzeri Mancini helps affluent families and business owners get to the heart of highly relevant matters and resolve messes in the areas of integrated tax, estate, asset protection, and business continuity planning as well as mediation, facilitation, and family synergy counseling. The Founders Group helps successful business owners in conflict who desire a resolution, and a path forward.