Nick Hodges, CPA/PFS, MBA, CFP™ - “The Lazy CPA” President NCH Consulting Group, Inc. – Fullerton, CA

At a time of personal tragedy, and in a professional climate

of uncertainty, Nick Hodges spearheaded his seven-

partner CPA firm’s holistic integration of financial services with their existing tax services. By bucking the traditional “sales mentality” of the investments industry, he successfully created a consultive and educational approach to

wealth management designed expressly for the accounting community. With Money Concepts since 1999, Nick has tirelessly worked with the Tax Professional program at Money Concepts.


Mr. Hodges is a diverse financial professional whose resume includes: business coach, estate planner, co-founder of an accounting firm and a financial services firm, respected national speaker and adjunct professor at Cal State Fullerton University. A CPA since 1981, a Certified Financial Planner since 1997, and a Personal Financial Specialist since 1998, he is one of only 1200 CPA's nationwide who holds both the Certified Financial Planner and Personal Financial Specialist designations. Nick’s experience features a passport stamped with some of the world’s most famous destinations, degrees from two of the country’s most respected business schools and a lifestyle that offers the perfect balance in fulfilling the needs of career, community, self and family.



He has been featured in the Orange County Register and radio interviews, quoted in articles and books, and is the author of the highly popular Lazy CPA series including The Lazy CPA’s Guide for Adding Financial Services To Your Tax Practice. As an author, speaker, and co-developer, Nick has generously shared his techniques and perspectives with thousands of tax professionals nationwide through the seminars sponsored by Money Concepts and State Society conferences for the past five years.



(Licensed to practice as a CPA in California and Mississippi.)

 

Denis S. Walsh, CFP™, CFS,

Money Concepts – Palm Beach Gardens, FL

Denis Walsh has devoted his career to Money Concepts International since his graduation from Florida State University. With a Bachelors Degree in Business Administration, having majored in Risk Management and Insurance, Denis joined Money Concepts in 1981 in the marketing and product research department. Two years later, he was promoted into the international department, with his area of concentration being the United Kingdom, Ireland, Australia, Canada and New Zealand. During that time, Denis was responsible for product research and development, the creation of marketing procedures and formats and the overall development of the Money Concepts Franchise System.

In 1985, Denis was made Vice President of Money Concepts International. In 1987, he was made President of Money Concepts Capital Corp., and in 1997 was elected President of Money Concepts International, Inc. Additionally, he is the Registered Principal of Money Concepts Advisory Services and oversees the day-to-day operations of the Money Concepts group of companies.