Innovative Approaches to Opening Doors to New and 2nd Gen Clients
Speakers
![](https://www.justvanilla.com/wp-content/uploads/2024/04/Lisa-Westermark.jpeg)
Lisa Westermark, ChFC®
Senior Vice President & Co-Founder, Beverly Hills Private Wealth
![](https://www.justvanilla.com/wp-content/uploads/2024/03/Derek-Wittjohann-1-1-1-2048x2048.jpg)
Derek Wittjohann CPWA®, CFP®
Chief Operating Officer, Partner, Premier Path Wealth Partners
![](https://www.justvanilla.com/wp-content/uploads/2023/04/Laura-Jogani.webp)
Laura Jogani
Sales Executive
Speakers
![](https://www.justvanilla.com/wp-content/uploads/2024/04/Lisa-Westermark.jpeg)
Lisa Westermark, ChFC®
Senior Vice President & Co-Founder, Beverly Hills Private Wealth
![](https://www.justvanilla.com/wp-content/uploads/2024/03/Derek-Wittjohann-1-1-1-2048x2048.jpg)
Derek Wittjohann CPWA®, CFP®
Chief Operating Officer, Partner, Premier Path Wealth Partners
![](https://www.justvanilla.com/wp-content/uploads/2023/04/Laura-Jogani.webp)
Laura Jogani
Sales Executive
A panel discussion with Beverly Hills Private Wealth cofounder Lisa Westermark and Premier Path Wealth Partners COO Derek Wittjohann.
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