Cross-Border Collaboration

OCTOBER 27th - 28th 2022

Come experience the power of collaboration with fellow cross-border advisers.

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Hui-chin Chen

Meet the Speaker

Hui-chin Chen, CERTIFIED FINANCIAL PLANNER™ is the Founder of The CIGA Network, a global community to promote collaboration among advisers working with cross-border clients. She is also the Principal of Pavlov Financial Planning, where she primarily serves globally mobile professionals and multi-national families. As an immigrant and expat, Hui-chin is passionate about making cross-border financial planning accessible and more comprehensive through bringing advisers with different expertise together.

Sa-Eun Park


Meet the Speaker

SaEun immigrated to the United States at age 17, while continuing the multi-cultural identities as a Korean, Saudi, Austrian. She has changed residence addresses 32 times by age 40, while traveling to 46 countries. Prior to becoming a multicultural life coach, writer, and speaker, she worked in financial sector for over 20 years, spanning between financial advising as a banker to consulting for microfinance institutions around the world. Her passion is to raise diversity and inclusion by turning up the voices of global citizens, and by sharing her own voice as an Asian, woman, and a global citizen.

Malissa Marshall

Meet the Speaker

Malissa Marshall, CERTIFIED FINANCIAL PLANNER™, MST, EA, founded her firm, Soaring Wealth LLC, to serve mid- to late career corporate executives with equity compensation primarily in the biotech industry, including those with cross-border situations – both foreign nationals in the US and US expats.  At the same time, she founded a separate tax practice, Steuern & Taxes LLC, to provide tax preparation and consulting to her financial planning clients and others with corporate equity and/or cross border situations.  

Chris Emmott

Meet the Speaker

Chris is from the UK and qualified as a regulated financial planner through the Chartered Insurance Institute (CII) in 1999. Chris worked in the City of London for Standard Life, Aegon and Barclays Wealth Management. Chris has been advising clients in Latin America since 2008 and is a founding partner of EBG International.

Chris is also a qualified European Financial Adviser through the European Financial Planning Association (EFPA). As part of his commitment to personal development Chris has achieved further professional qualifications from the CII, CISI (Chartered Institute for Securities & Investment) and STEP (Society of Trust and Estate Practitioners).

raoul rodriguez

Raoul Rodriguez

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Raoul Rodriguez is a CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent with more than 20 years practicing in the international space.

Brian Wruk

Meet the Speaker

Brian Wruk, CERTIFIED FINANCIAL PLANNER™ (Canada, US) was born and raised in Canada and has moved back and forth between the US and Canada. As a result, he realized there was a need for good fee-only Canada/US cross border planning so he founded Transition Financial Advisors Group, Inc. 22 years ago. Registered in both Canada and the US, Transition Financial offers a comprehensive tax, investment, retirement and estate plan design solution for folks moving between Canada and the US.

Michael H. Shikuma

Meet the Speaker

Michael H. Shikuma specializes in international tax and cross-border estate planning in Japan, the US, and the Asia-Pacific region.  With over 30 years of professional practice experience, he assists individuals and cross-border families with multi-jurisdiction asset holdings in developing tax-efficient structures for holding assets in various jurisdictions and minimizing gift, estate and inheritance taxes.  In addition, he assists with cross-border probate and succession procedures and tax compliance for decedents with cross-border families and/or assets.  He also assists with tax planning for cross-border corporate restructuring, investment and financing structures, and mergers and acquisitions, in Japan, the US, and the Asia-Pacific region.    

Sefa Mawuli

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CERTIFIED FINANCIAL PLANNER™, Sefa helps globally mobile professionals and people with cross-border ties to organize their finances to live their best lives. She also has extensive experience working with professionals who receive equity compensation.

Jaci Ohayon

Meet the Speaker

Jaci Ohayon is an attorney with a passion for helping people and businesses navigate the complex area of U.S. immigration law. She originally is from Alaska and is currently based in the greater Geneva area where she is opening a branch of her firm, Ohayon Neil, PLLC. Jaci practices in a variety of immigration law categories including humanitarian, business and family matters.

Jane Mepham

Meet the Speaker

Jane Mepham, CERTIFIED FINANCIAL PLANNER™ is the founder & principal advisor at Elgon Financial Advisors, a registered investment advisor in the state of Texas.

She enjoys simplifying the complexities of the U.S. financial system for immigrants and foreign-born families, including those on work visas.

Her goal is to help them take full advantage of the financial opportunities available and avoid key financial mistakes that could derail their American dreams.

Kath Derisson

Meet the Speaker

Kath Derisson is Founder, Financial Planner and Chief Compliance Officer at Fyvie Financial. Kath has over 15 years of experience in finance. She is dual qualified in the UK and US. DipFA and Advanced Pension Specialist in the US.

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