Company details

The National Network of Accountants (NNA) is a unique organization that services the accounting industry. The NNA is not an investment company or an insurance company. NNA seeks to provide accountants and their firms with a full package of solutions that is much more than simply working with accountants to get them licensed to sell products.  Developed by a CPA and CFP, it is the goal of the NNA to assist each accountant and firm in developing a professional financial planning profit center, which will positively impact each firm's bottom line. Whether the firm is a single individual or firm with 100-plus professionals, the National Network of Accountants offers the services needed to succeed. The NNA believes that providing financial planning services is a professional endeavor and much more than simply selling a product.

Presenters
  • Donald Deans, CPA
    • Director
    • National Network of Accountants

    Don has supported individual and corporate clients as a CPA for more than 40 years and as a registered representative for 18 years. Don has his BSIR and MBA from the University of North Carolina in Chapel Hill.  He began his career at Haskins & Sells in 1974 and was a partner at Deloitte Haskins & Sells from 1985-1990. Don is a nationally recognized speaker, published author, and thought leader in the accounting and finance communities.

  • Ron Roth
    • Senior Vice President, Strategic Planning
    • National Network of Accountants

    Ron Roth's experience includes 30 years in the financial services industry advising affluent clients and closely-held businesses. His primary focus is long-term planning with a special emphasis on risk management and tax efficiency.

    Currently, he is Senior Vice President, Strategic Planning at the National Network of Accountants. For the past 20 years, Ron has been an independent consultant at Silver Rock Partners, which he founded.

    Throughout his career, Ron has worked in many parts of the financial services industry, including corporate management at AXA Financial. In 2008, he authored Invest in Your Life: Why Wall Street Wants You. This was the first book to explore the life settlement and secondary market for life insur... Read more

  • Seamus O'Brien
    • Chief Risk Management Officer
    • National Network of Accountants

    Seamus O'Brien has spent the past 20 years as a trusted advisor to many closely-held business owners.  He began his career as a pension plan design consultant helping business owners accrue substantial account balances within tax-qualified retirement plans.  His practice quickly grew to include business succession as well as estate planning for these very same business owners. 

    In addition, Seamus has become an expert in the application of captive insurance companies for closely-held businesses.  He has become known in the industry as a seasoned professional who understands the concept broadly and helps design and implement captives that allow business owners to assert greater control over their risks as well as... Read more

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