Instructors

Monroe "Roey" Diefendorf, Jr.

As a 4^th generation in the Diefendorf’s wealth management business, Roey has officially stepped aside to make room for the next generation at 3 Dimensional Wealth Advisory.   

 Roey’s 50 years career began prior to his graduation from Deerfield Academy.  He went on to receive a BA in Psychology from Bucknell University and a Master`s Degree in Insurance from Georgia State University.  He received the designation of Chartered Life Underwriter (CLU) in 1976, Chartered Financial Consultant (ChFC) in 1983, and a Chartered Advisor in Philanthropy (CAP) in 2010 from the American College. In 1992, he added the designations of Certified Financial Planner (CFP) and Registered Financial Consultant (RFC).  In 2003, he attended the Wharton School of Business and successfully attained the Certified Investment Management Analyst (CIMA) designation. After many years of insurance and investment advisory, Roey turned his focus on the “3 Dimensional Wealth” of his clients. 

Roey has written over a dozen books, including “3 Dimensional Wealth: A Radically Sane Perspective On Wealth Management” (2005),  “A Better Way: Using Purposeful Trusts To Preserve Values & Valuables In Perpetuity” (2013), “3D Portfolio Theory (3DPT); Taking Modern Portfolio Theory (MPT) To A New Dimension” (2019) and “The Endangered Family: How To Defeat The Greatest Single Risk Confronting Your Family – Your Money” (2020).

As a sought after speaker, Roey has presented on wealth management and philanthropy at many venues, including the Main Platform at the Million Dollar Round Table.  He has won numerous awards including:  The Fleet Bank Small Business Award in 2001, a semi-finalist in the Ernst & Young Entrepreneur of the Year in 2006, the finalist in the NY Enterprise Small Business Award for Leadership in 2007, the LI Business News “50 Around 50” Award for Philanthropy in 2009, the Gold Medal finalist in the Gartner & 1 to1 Media CRM Excellence Award in Efficiency for North, Central and South Americas in 2010 and the Faith Vision Award from Family Legacy Mission, Zambia in 2014. Also, Roey and his wife Chris, planted North Shore Community Church (PCA) on Long Island in 1993.

All this is the preamble to what’s next for Roey – working 24/7 (24 hours / week; 7 months / year) on “MORE THAN MONEY” - helping families protect and preserve their values and valuables while mitigating the potential damage to heirs that massive wealth can produce. 

Roey’s “More Than Money” (MTM) mission will be achieved through More Than Money  Family Office, LLC which is comprised of four components;

• Argonne Trust Company, Inc. - a South Dakota Division of Banking public trust company created to provide families a structure to perpetuate family values, in perpetuity.
• Aspida360, Inc. - a technology company that created the “MTM360” digital platform for building family unity, values, philanthropy and wealth preservation by offering secure full time mobile access for “what matters most” – one’s family. Becoming a “legacy” family has never been more achievable thanks to Roey’s pioneering technology. This platform is available to qualified advisors who desire to go beyond merely helping clients make more money. 
• MTM Advisory, LLC - Roey’s consulting entity that deals directly with families, helping navigate them though the MTM360 platform which includes; Communication360, Values360, Gratitude360, Legacy360, Governance360 and Perpetuation360.
• MTM Educational Resources, Inc. - a 501c3, non-profit established to provide “more than money” wealth management curriculum within the collegiate academic community. Roey taught his first college course for the Spring 2020 semester at the University of Illinois – Urbana.  In addition,  educational presentations are provided to organizations and families globally.

Roey is a man on a mission to change the way wealth management is done and is determined to do so until he’s done.

12 Waylor Lane, Laurel Hollow, NY 11791
[email protected]

 

Shawn Barberis, JD

For over two decades, Shawn has engaged multiple generations of successful families in
preparing for, and participating in, impactful family meetings focused on the foundational
pillars of multi-generational success: communication, core values, family legacy, gratitude,
financial education and governance.

Our proprietary technology, More Than Money® 360 (MTM360℠), is designed to prepare
and empower families for their family meetings. Shawn’s success is built on the simplest
of principles: if you are attending an important meeting, you prepare. This preparation is
hosted in the MTM360℠ technology and supports geographically (or physically)
distanced families.

Over the years, Shawn has guided numerous families to improve meaningful
communication, develop shared stewardship and philanthropy while strengthening
family unity.

Since 2007, MTM360℠ is the first, and currently the only, technology to prepare heirs,
align core values and spark meaningful communication.
Shawn maintains the clients’ best interests under a business model of full-disclosure,
transparency, and adherence to a fiduciary model.
Since 2012, Shawn has enjoyed a 100% client retention rate.

Shawn has written several articles for industry magazines, is an active public speaker with over one hundred
presentations to his credit, and in 2020 released his first book, “The Endangered Family: How to defeat the greatest
single risk confronting your family – your money.”

Law Career
Shawn attained his law degree from the University of Baltimore. While there, he joined a downtown law firm, and
upon passing the Maryland Bar Exam in 2000, Shawn opened a private firm of his own serving successful families and
businesses. During this time, he began drafting sophisticated business and estate documents.

Entrepreneur
Shawn expanded his offerings and co-founded Premier Planning Group in 2002. With several offices on the East
Coast, the independent financial advisory firm grew to 76 registered representatives from Naples, FL to Baltimore, MD
with over 200 insurance brokers. In 2007, Shawn divested his interest in Premier Planning Group.

MTM360℠
Equipped as an experienced entrepreneur, Shawn founded Aspida360® in 2007, naming this firm in honor of his
Spartan-born grandfather. “Aspida” is the Greek word for “shield”, which the Spartan warriors deemed their most
valuable weapon. Why? It protected them to fight for their family another day just as Aspida360® protects our clients
to fight for, and thrive, another generation.

1340 Smith Avenue, Suite 200, Baltimore, MD 21209
[email protected]

Presenters

Stephen Post, PhD

A researcher, public speaker, professor, and best-selling author who has taught at the University of Chicago Medical School, Fordham University-Marymount, Case Western Reserve University School of Medicine and Stony Brook University School of Medicine. He is widely known for his research and public speaking on the ways in which giving can enhance the health and happiness of the giver, how empathy and compassionate care contribute to patient outcomes, ethical issues in caring for people with dementia, medical professionalism and the virtues, and positive psychology in relation to health and well-being. Post is an elected member of the College of Physicians of Philadelphia, the New York Academy of Medicine, and the Royal Society of Medicine, London. He is a member of the Editorial Board of Character Strengths and Virtues, the handbook and classification of Positive Psychology. Post served as Senior Research Fellow in the Becket Institute at St. Hugh's College at Oxford University, and was selected as the Public Member of the United States Medical Licensing Examination (USMLE) Composite Committee (2000-2005).

Post wrote the 2011 best-selling book The Hidden Gifts of Helping: How the Power of Giving, Compassion, and Hope Can Get Us Through Hard Times.  He was lead author of the 2007 Why Good Things Happen to Good People: How to Live a Longer, Healthier, Happier Life by the Simple Act of Giving.  His writings were included in Best American Spiritual Writing (2005). Post received the Kama Book Award in Medical Humanities from World Literacy Canada (2008) and was listed in the "Best Spiritual Books of 2011" by Spirituality & Practice. Articles by or about him have been published in Parade (magazine), O: The Oprah Magazine, The New York Times, and Psychology Today. He has appeared on many major media venues, including 20/20, The Daily Show, Stossel, and Nightline.

His book The Moral Challenge of Alzheimer Disease: Ethical Issues from Diagnosis to Dying (Johns Hopkins University Press, 2nd edition 2000) was designated a "medical classic of the century" by the British Medical Journal, which wrote (2009), "Until this pioneering work was published in 1995 the ethical aspects of one of the most important illnesses of our aging populations were a neglected topic." He is an elected member of the Medical and Scientific Advisory Panel of Alzheimer Disease International.^] Post is one of several recipients of the U.S. Alzheimer's Association "distinguished service award" for his work with family and professional caregivers over two decades.

The author of several hundred papers in leading professional journals, his article "Rx It's Good to be Good (G2BG): Prescribing Volunteerism for Health, Happiness, Resilience, and Longevity" won the 2017 Paper of the Year Award from the editors of The American Journal of Health Promotion.

Kevin McCarthy

A University of Virginia and Darden School of Business graduate, Kevin has deep roots in the business world. But in the late 1980s, Kevin pioneered "the purpose” conversation. In the 90s, Kevin wrote The On-Purpose Person & The On-Purpose Business Person. And today, the On-Purpose® Approach is more relevant than ever.  Kevin believes that a reformation is needed to create a Chief Leadership Officer in both our businesses and our families.

The On-Purpose® Approach provides a way to meaningfully and profitably integrate family life, and work.  As an author and motivational speaker, Kevin is spreading the message of being “on purpose.”  To that end, he has the “big idea” of delivering to 1 million individuals an on-line the mechanism to “know your 2-word life purpose” at www.onpurpose.me.

John A. Warnick, Esq.

For almost eleven years John A. was a partner with a large law firm headquartered in the Western U.S., where he chaired that firm’s Private Client Service Group. In early 2010 Mr. Warnick left that firm to launch the Law Office of John A. Warnick.   Mr. Warnick’s law practice focuses on what he calls Purposeful Trusts and Purposeful Planning.   His Seven Keys of Purposeful Trusts and Six Paradigms of Purposeful Planning are revolutionizing the way estate plans are designed and implemented. These concepts ensure that the impact of the family’s affluence will be a positive force in the lives of the rising generations.

Mr. Warnick, whose family, friends and clients know him as “John A”, emphasizes multi-generational trust and tax planning in his law practice. Mr. Warnick balances his enthusiasm for tax savings with insightful questions which insure the planning is congruent with the client’s vision and values.

At The Law Office of John A. Warnick our vision of estate planning differs from the traditional model of collecting data and creating form documents. Instead of a traditional set of cold, brittle, and generic legal documents, devoid of love, appreciation, wisdom, and thoughtful counsel, Purposeful Planning leverages the client’s life story and wisdom. It transforms the sterility of legal documents by capturing the client’s voice, vision and purposes. The result is so powerful it often produces tears at the signing ceremony as the client realizes how positively their influence and legacy will be felt 20, 50 or 100 years into the future.

John A is the founder of the Purposeful Planning Institute (“PPI”) which attracts individuals and firms who believe there is a better way, a better process, a better practice lying just ahead of us and that our past experiences and knowledge are merely a prelude to our finest hours in service to our clients.  It is the most affordable and easily accessible educational and training platform for advisors to HNW and UHNW clients.  PPI offers great value through our easily accessible educational content, programs, and training for financial advisors, estate planning attorneys, and other professionals and consultants serving families of wealth and families in business.

 

Entrepreneur Participants

Truett Cathy

Chris Ryan

James Webb

Maxwell Drever

James Livingstone

Hunt Pettit

Mike Stuart