Meet Our Team

GLEN WAGSTAFF

Managing Partner
CEO

GARY WELCH

Marketing Director
​CMO

JACOB STEWART

Managing Partner
​ COO

Meet Our Advisory Board

Our Advisory Board consists of highly influential and experienced professionals from related industries who advise and counsel our team in matters of business strategy, professional collaboration, and innovation.
  • Michael Babikian
  • Gary Adam Davis 
  • Scot Hymas
  • Gerry Kane
  • Lorna Garcia
  • Barry Kozak
  • Louie Li
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Michael Babikian has spent years in executive level positions within the insurance and investment industry, including a time as President and CEO of Transamerica Brokerage. He received his law degree from the McGeorge School of Law and went on to study an LLM in Taxation at the University of San Diego and an MBA at the University of Southern California. Michael currently serves on a number of boards and foundations and focuses the majority of his efforts as President and CEO of LegacyShield, a company dedicated to providing legacy planning options and accessibility to financial professionals and their clients. His insights and connections have proven invaluable to Inter Vivos, PLLC in approaching the nationwide expansion that ​the firm is currently undertaking.
As a financial professional, Adam Davis has helped hundreds of families work towards their financial goals and objectives over his eight years as an advisor. Adam leads a growing brokerage team of over 100 agents in the Intermountain West area which is rapidly expanding to other states. His attention to detail and leadership skills have helped him develop a strong office culture and effective systems to train and mentor his expanding team. While never directly involved in the estate planning industry, Adam brings a powerful insight into how to incentivize and motivate financial professionals to collaborate with estate planners, like Inter Vivos’ members; as well as a direct link to one of the largest financial broker-dealers in the nation.
With a background in the financial industry, Scot Hymas spent around 30 years trying to perfect a group legal plan estate planning service. At its peak Scot’s company, of which he was the plan administrator and CEO, sold over 16,000 trust plans a year. The company is still in operation mainly servicing existing client plans; however Scot has shifted his focus to developing a powerful maintenance solution for professionals to assist clients with their estate planning needs. His new venture Estate Planning Guru will be launched late in 2014 and promises to be a powerful referral partner to Inter Vivos for advanced planning solutions not handled by the platform. It will also offer another outlet for marketing estate plans on a massive scale to benefits providers and employer groups.
Specializing in estate planning, business planning and, Veterans Benefits for over more than 20 years, Gerald has a passion for working one-on-one with clients in a way that would truly better their lives. Gerald creates estate
plans that protect the clients and their families as they transition wealth from one generation to next. He is a frequently requested speaker by financial professionals and he enjoys educating his community in this area.
Lorna worked as a Senior Litigation Attorney, representing self-insured employers, third-party administrators and corporations in all aspects of
workers’ compensation. She has an intimate understanding of the legal industry, and has developed a strong professional network throughout her career of litigation. Lorna also previously served as in-house counsel, Lead Senior Trial Attorney, for Farmers Insurance Exchange, as well as an Associate Attorney for Laughlin, Falbo, Levy & Moresi, and Lead Contracts Coordinator for Adobe Systems. As a seasoned advocate and attorney, Lorna will work closely with her clients to devise a strategy to best achieve their wishes, while also assessing possible risks. Her goal is to cultivate and establish lifelong partnerships with her clients. Lorna is conversational in English, Spanish, Tagalog and Ilocano. Lorna serves the Northern California area.​
Barry Kozakis the Chief Legal Counsel at LSPN, and a staff attorney and the Legal Services Officer at Inter Vivos, PLLC.  Barry has enjoyed academic appointments at four law schools, including a visiting professorship in Shanghai, China, an appointment as Distinguished Scholar in Residence at Loyola University Chicago School of Law, and Creator and Director of the JD Certificate in Elder Law at The John Marshall Law School, has earned several professional designations including Enrolled Actuary, Chartered Financial Consultant and Retirement Income Certified Professional, and has authored textbooks, treatises, and numerous articles on various aspects of employee benefits, income tax elder law, and estate planning. At LSPN, he is part of the management team, and helps to maintain quality control over legal services and attorney recruitment efforts. Barry is married and resides in Chicago.
Louie is now an attorney at Inter Vivos, PLLC, as well as
the managing attorney of the Law Offices of Louie Li.
Based in Bothell Washington, Louie’s professional
experience includes estate planning and family law. He is committed to providing a client-centric and personalized experience in both of his practice areas, in line with his mission statement.

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