Companies
Your Equity Package, Explained
Devin comes on-site to walk employees and executives through what they actually hold — options, RSUs, vesting, 83(b) and the decisions to optimize wealth.
Speaking
Signature Speaking Topics
Keynotes, panels and workshops that turn technical planning into decisions — for boardrooms, conferences and community rooms.
Advisors
Advising on Equity
A session for advisors: how to counsel executives and employees who hold equity-linked compensation — the mechanics and timing to drive decision-making.
Wealth
Managing Concentrated Positions
Living with a large single-stock position: diversification mechanics, trading plans, charitable and trust structures, and timing at every life stage.
Wealth
Money at Every Milestone
Building generational wealth through the moments money and life collide — marriage, education planning, retirement, caregiving, emergency planning.
Women
Women, Money & Power
Stepping fully into financial decision-making: negotiating salary, optimizing wealth with investing, planning through every transition.
Art
Creative Legacies
Tax and estate planning for artists and significant collections — valuation, charitable strategy, and keeping a body of work intact.
Companies
Explaining equity-linked compensation to the employees and executives who hold it.
Advisors & Trust Professionals
How to credibly serve executives and insiders — and where advisors get it wrong.
Community Groups
Wealth planning and finance in plain language, for conferences, networks and organizations.
Ready to bring clarity to your audience?
Devin is available for keynotes, panels, workshops and guest interviews on executive compensation, wealth transfer and tax strategy. Tell me about your event.