OUR INDUSTRY-LEADING TEAM
Charles Napier, CEO
Charles (Chuck) has an accomplished career in management consulting and has been a successful entrepreneur. He has a passion for sharing each person’s wisdom, lessons learned, and values with future generations.
He’s a firm believer that leveraging best practices and experience of others can be most effective in problem-solving.
Chuck has expertise in online and mobile user experience from marketing roles at Amazon.com and other internet companies. He was a pioneer in developing the technologies, partnerships, and evangelizing adoption of mobile data. He earned an MBA at the Kellogg School of Management at Northwestern University and graduated with Distinction from the University of Virginia.
Dennis Stack, Co-Founder
Dennis is a former Senior VP-Branch Manager for UBS/PaineWebber. Over a career spanning nearly 20 years, Dennis worked with a network of professionals in Estate Planning, Accounting, Insurance among other disciplines focused on complex intergenerational wealth planning.
Recognizing the failure rate of Succession Planning had more to do with human nature faults than structural / organizational defects, he co-founded the Living Legacy Project to seek a solution to passing on family values.
He created the StoryKeeper Guidebook and the Family StoryKeeper Course in 2003. His course has been used in over 800 Hospices, Home Care, Assisted Living and Veterans communities. He trained more than 5,000 volunteers and students to perform the role of StoryKeepers in their respective niches. This work was the genesis of the Living Legacy Project today.
Tom Cormier, Co-Founder
Tom co-founded the Living Legacy Project, the International Assoc. of StoryKeepers (I ASK), and built the LegacyStories.org archive. This endeavor follows his preservation of a vintage mountain village in the foothills of the Great Smoky Mountains while recording the oral histories of its elder residents.
As a serial entrepreneur, Tom was founder and host of Let’s Talk America, which aired on over 450 radio stations in the U.S. and Canada, espousing the message of personal achievement.
He pioneered the legacy industry, produced the groundbreaking Legacy Café podcast, developed the Legacy Talk Digest, the Family Story System, the Reminiscing System, and more.
Carter Wilcoxson- CSI Financial Group
For more than a decade, Carter has helped top advisors in the country provide safe strategy retirement solutions.
What differentiates Carter’s approach is his belief that helping clients transfer their ‘values’ is just as important as transferrin their ‘valuables’.
Robb Lucy, Partner, Legacy Coach
Robb is founder of Create My Legacy, and author of the breakthrough book, How Will You Be Remembered? The definitive guide to creating and sharing your life stories!
He is also co-founder and host of the groundbreaking Legacy Café Podcast, a weekly series of conversations with acclaimed authors, experts, and thought leaders about all things legacy. The podcast is an outreach initiative of the Living Legacy Project.
Robb was a journalist with the Canadian Broadcasting Corporation before forming his own company, producing mixed media for corporations and governments around the world.
Robb spent 25 years on the local, national and international boards of the Make-A-Wish Foundation, and continues to help develop non-profits for cancer awareness.
Golden Adams, Partner, CLA, AG
Golden is an Accredited Genealogist® for Mid-South and Gulf South Regions. A member of Association of Professional Genealogists (APG) and National Genealogical Society (NGS), he owns and operates Adams Genealogical and Legacy Services and is a FamilySearch® Indexing Specialist and FamilySearch FamilyTree® Consultant.
Golden is also a Certified Legacy Planner, a former career middle school science educator and a Founding Ambassador of the International Association of StoryKeepers (I-ASK).
Pat White, Partner, CLA, CLP
Pat is a Certified Legacy Planner and has served as a Great Lakes Regional Coordinator for the Association of Personal Historians. By profession a music educator and court reporter, Pat’s interest in personal history began after her mother died from Alzheimer’s Disease.
Pat now specializes in photo reminiscence therapy for people with cognitive challenges working with families whose loved ones are in assisted living, hospice, or passed on. Pat developed memoriesfrommylife.com, a unique use of photo posters with captions to tell a mini life story. Pat is a top leader of the Living Legacy Project and Founding Ambassador of I-ASK.
Katana Abbot, CFP
Katana is a Certified Senior Advisor, founder of the Designated Caregiver™ Program, and produced an educational series called, The Life You Lead is the Legacy You’ll Leave™.
She is founder of the non-profit, Smart Women’s Empowerment™, a resource center focused on helping women unlock their financial power, where she hosts the Smart Women Talk Show™ with over 1 million subscribers.
She has written several books, produced a financial literacy course, and is a highly sought after speaker. Katana has been honored by the NAWBO as one of Detroit’s Top 10 Business Women, receiving the Breakthrough Award.
Annie Payne, Personal Historian
One of Australia’s most experienced personal historians, Annie started collecting family legacy stories in 1988 as part of Australia’s Bi-Centennial Project and never stopped.
Her passion for helping others capture and record their stories is typified in the name of her business- “History from the Heart”.
Annie is spearheading our drive to launch the Living Legacy Project not only in Australia and New Zealand but throughout SE Asia and Oceania.
Ellen Fernandez-Sacco, PhD.
Dr. Fernandez-Sacco is President of the Cal. Genealogical Society, bringing her skill and talent to the Living Legacy Project. She is also Visiting Scholar with the Office for the History of Science and Technology at U.C. Berkeley. Co-Founder of Sociedad Ancestros Mocanos, Puerto Rican Genealogical Society.
Her passion for preserving cultural legacies is unmatched as is her knowledge of genealogical research methods.